REPXNYSECrude Petroleum & Natural GasFiscal year ends December 31
Riley Exploration Permian, Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 5, 2026
$49.28+0.60 (+1.23%)
Close on Oct 19, 2026
- Market cap
- $1.05B
- P/E (TTM)
- 8.9
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
69.8%
15M of 22M shares
Institutional holders
198
52 new, 21 sold out
Net institutional buying
1M
In Q2 2026
Insider trades, 12 months
0 buys · 46 sales
Net sold $72.33M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| C John Wilder Jr. | 2,559,053 | 11.90% | 13D (active) amendment | Mar 5, 2026 |
| Yorktown X Associates LLC | 2,106,079 | 9.59% | 13D (active) amendment | Nov 21, 2025 |
| Bluescape Riley Exploration Holdings LLC | 2,029,071 | 9.40% | 13D (active) amendment | Mar 9, 2026 |
| Bluescape Energy Partners III GP LLC | 1,801,778 | 8.40% | 13D (active) amendment | Mar 11, 2026 |
| Yorktown Xi Company LP | 1,784,113 | 5.92% | 13D (active) amendment | May 28, 2026 |
| Yorktown Energy Partners X, L.P. | 1,611,498 | 7.47% | 13D (active) amendment | Apr 7, 2026 |
| BlackRock, Inc. | 1,127,206 | 5.20% | 13G (passive) | Jun 30, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of REPX | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Yorktown Energy Partners XI, L.P. | 1,284,113 | 5.80% | $42.32M | −500,000 | 39.15% |
| BlackRock, Inc. | 1,222,746 | 5.52% | $40.30M | +205,937 | 0.00% |
| First Eagle Investment Management, LLC | 861,892 | 3.89% | $28.41M | +677,744 | 0.02% |
| Dimensional Fund Advisors LP | 799,838 | 3.61% | $26.36M | +183,274 | 0.00% |
| American Century Companies Inc | 690,242 | 3.12% | $22.75M | +63,036 | 0.01% |
| Arrowstreet Capital, Limited Partnership | 686,882 | 3.10% | $22.64M | +78,049 | 0.01% |
| Vanguard Portfolio Management LLC | 652,214 | 2.94% | $21.50M | +319,396 | 0.00% |
| Vanguard Capital Management LLC | 644,556 | 2.91% | $21.24M | +65,596 | 0.00% |
| Aqr Capital Management LLC | 579,319 | 2.61% | $19.09M | +488,430 | 0.01% |
| Two Sigma Investments, LP | 523,161 | 2.36% | $17.24M | +101,341 | 0.01% |
| Geode Capital Management, LLC | 333,245 | 1.50% | $10.99M | +26,761 | 0.00% |
| State Street Corp | 325,904 | 1.47% | $10.74M | +75,993 | 0.00% |
| Lsv Asset Management | 306,793 | 1.38% | $10.11K | +247,693 | 0.02% |
| Royce & Associates LP | 272,319 | 1.23% | $8.98M | +10,672 | 0.07% |
| Mackenzie Financial Corp | 259,419 | 1.17% | $8.55M | +17,443 | 0.01% |
| Kennedy Capital Management LLC | 254,631 | 1.15% | $8.39M | +266 | 0.15% |
| Bank of New York Mellon Corp | 243,344 | 1.10% | $8.02M | +7,558 | 0.00% |
| Denali Advisors LLC | 228,051 | 1.03% | $7.52M | +214,010 | 0.76% |
| First Trust Advisors LP | 219,746 | 0.99% | $7.24M | +26,234 | 0.00% |
| Renaissance Group LLC | 184,190 | 0.83% | $6.07M | +173,266 | 0.25% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 198 | 15M | 69.8% | 52 / 91 | 33 / 21 | 5M | 4M |
| Q1 2026 | 169 | 15M | 66.0% | 45 / 71 | 34 / 18 | 6M | 4M |
| Q4 2025 | 143 | 14M | 62.7% | 19 / 60 | 40 / 20 | 1M | 1M |
| Q3 2025 | 144 | 14M | 63.0% | 24 / 46 | 42 / 15 | 1M | 1M |
| Q2 2025 | 135 | 14M | 61.8% | 13 / 63 | 34 / 26 | 1M | 1M |
| Q1 2025 | 150 | 14M | 62.4% | 25 / 40 | 49 / 20 | 1M | 1M |
| Q4 2024 | 146 | 14M | 64.0% | 32 / 61 | 28 / 5 | 1M | 1M |
| Q3 2024 | 119 | 14M | 61.0% | 18 / 42 | 37 / 23 | 2M | 1M |
| Q2 2024 | 125 | 13M | 60.4% | 39 / 59 | 14 / 12 | 3M | 1M |
| Q1 2024 | 100 | 12M | 55.5% | 27 / 27 | 32 / 13 | 1M | 0M |
| Q4 2023 | 86 | 12M | 54.4% | 9 / 42 | 21 / 7 | 1M | 0M |
| Q3 2023 | 84 | 12M | 52.1% | 11 / 28 | 28 / 9 | 1M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of REPX | Value | % of fund | As of |
|---|---|---|---|---|---|
| Avantis U.S. Small Cap Value ETF | 529,418 | 2.39% | $17.61M | 0.07% | May 31, 2026 |
| Vanguard Total Stock Market Index Fund | 514,001 | 2.32% | $16.94M | 0.00% | Jun 30, 2026 |
| First Eagle Small Cap Opportunity Fund | 396,248 | 1.79% | $13.58M | 0.47% | Jul 31, 2026 |
| iShares Russell 2000 ETF | 392,429 | 1.77% | $12.93M | 0.02% | Jun 30, 2026 |
| Vanguard Energy Index Fund | 199,823 | 0.90% | $6.65M | 0.06% | May 31, 2026 |
| Vanguard Strategic Small-Cap Equity Fund | 175,632 | 0.79% | $5.79M | 0.19% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 168,530 | 0.76% | $5.78M | 0.02% | Jul 31, 2026 |
| First Trust Natural Gas ETF | 168,360 | 0.76% | $5.55M | 0.94% | Jun 30, 2026 |
| Fidelity Enhanced Small Cap Core ETF | 133,207 | 0.60% | $4.39M | 0.08% | Jun 30, 2026 |
| Dimensional US Small Cap Value ETF | 126,553 | 0.57% | $4.34M | 0.05% | Jul 31, 2026 |
| WisdomTree U.S. SmallCap Dividend Fund | 117,211 | 0.53% | $3.86M | 0.18% | Jun 30, 2026 |
| iShares Russell 2000 Value ETF | 116,939 | 0.53% | $3.85M | 0.03% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 113,864 | 0.51% | $3.75M | 0.00% | Jun 30, 2026 |
| U.S. Small Cap Value Portfolio | 107,887 | 0.49% | $3.70M | 0.02% | Jul 31, 2026 |
| U.S. Targeted Value Portfolio | 91,225 | 0.41% | $3.13M | 0.02% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Bobby Riley | CEO, Director | 491,884 | 2.22% | Aug 12, 2026 |
| Santo Beth A. di | Secretary & General Counsel, Director | 61,112 | 0.28% | Apr 3, 2026 |
| Philip A. Riley | CFO & EVP STRATEGY | 235,503 | 1.06% | Aug 19, 2026 |
| Corey Neil Riley | CIO & CCO | 210,062 | 0.95% | Aug 12, 2026 |
| John Patrick Suter | Chief Operating Officer | 134,198 | 0.61% | Jul 6, 2026 |
| Jeffrey Gutman | CAO & EVP Commercial Risk | 98,130 | 0.44% | Jul 6, 2026 |
| Brent Alexander Arriaga | Director | 23,776 | 0.11% | May 19, 2026 |
| Rebecca L. Bayless | Director | 31,744 | 0.14% | May 19, 2026 |
| E. Wayne Nordberg | Director | 31,694 | 0.14% | May 19, 2026 |
| Bobby Saadati | Director | 9,021 | 0.04% | May 19, 2026 |
| Bryan H. Lawrence | Director | 31,319 | 0.14% | Apr 15, 2026 |
| Resources Co LLC Bluescape | 10% owner | 7,654,945 | 34.55% | Mar 6, 2026 |
| C. John Wilder | 10% owner | 3,128,358 | 14.12% | Mar 6, 2026 |
| Riley Exploration Holdings LLC Bluescape | 10% owner | 2,068,620 | 9.34% | Mar 6, 2026 |
| Energy Partners III GP LLC Bluescape | 10% owner | 3,037,909 | 13.71% | Mar 6, 2026 |
| Energy Recapitalization & Restructuring Fund III LP Bluescape | 10% owner | 2,950,966 | 13.32% | Mar 6, 2026 |
| Resources GP Holdings LLC Bluescape | 10% owner | – | – | Mar 6, 2026 |
| Investments Ltd. Balmon | 10% owner | 2,221,921 | 10.03% | Jul 17, 2025 |
| Alvin Gerald Libin | 10% owner | 4,005,623 | 18.08% | Jul 17, 2025 |
| Alberta Ltd. 2624063 | 10% owner | – | – | Jul 17, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Philip A. Riley CFO & EVP STRATEGY | Aug 18, 2026 | Sale | −4,000 | $37.61 | $150.44K | 235,503 |
| Corey Neil Riley CIO & CCO | Aug 10, 2026 | Sale(10b5-1 plan) | −3,460 | $35.21 | $121.83K | 210,062 |
| Corey Neil Riley CIO & CCO | Aug 10, 2026 | Sale(10b5-1 plan) | −40 | $34.40 | $1.38K | 213,522 |
| Bobby Riley CEO, Director | Aug 10, 2026 | Sale(10b5-1 plan) | −3,599 | $35.18 | $126.61K | 491,884 |
| Bobby Riley CEO, Director | Aug 10, 2026 | Sale(10b5-1 plan) | −8,901 | $36.12 | $321.50K | 482,983 |
| Jeffrey Gutman CAO & EVP Commercial Risk | Jul 1, 2026 | Tax withholding | −1,720 | $32.96 | $56.69K | 98,130 |
| John Patrick Suter Chief Operating Officer | Jul 1, 2026 | Tax withholding | −2,229 | $32.96 | $73.47K | 134,198 |
| Bobby Riley CEO, Director | Jun 10, 2026 | Sale | −30,000 | $36.22 | $1.09M | 495,483 |
| Bobby Riley CEO, Director | May 15, 2026 | Award | +102,297 | – | – | 415,317 |
| Bobby Riley CEO, Director | May 15, 2026 | Award | +110,166 | – | – | 525,483 |
| Bobby Saadati Director | May 15, 2026 | Award | +7,143 | – | – | 9,021 |
| Brent Alexander Arriaga Director | May 15, 2026 | Award | +7,143 | – | – | 23,776 |
| John Patrick Suter Chief Operating Officer | May 15, 2026 | Award | +31,619 | – | – | 102,377 |
| John Patrick Suter Chief Operating Officer | May 15, 2026 | Award | +34,050 | – | – | 136,427 |
| Philip A. Riley CFO & EVP STRATEGY | May 15, 2026 | Award | +34,944 | – | – | 201,871 |
| Philip A. Riley CFO & EVP STRATEGY | May 15, 2026 | Award | +37,632 | – | – | 239,503 |
| Corey Neil Riley CIO & CCO | May 15, 2026 | Award | +33,750 | – | – | 213,562 |
| Corey Neil Riley CIO & CCO | May 15, 2026 | Award | +31,340 | – | – | 179,812 |
| E. Wayne Nordberg Director | May 15, 2026 | Award | +7,143 | – | – | 31,694 |
| Jeffrey Gutman CAO & EVP Commercial Risk | May 15, 2026 | Award | +27,899 | – | – | 69,806 |
| Jeffrey Gutman CAO & EVP Commercial Risk | May 15, 2026 | Award | +30,044 | – | – | 99,850 |
| Rebecca L. Bayless Director | May 15, 2026 | Award | +7,143 | – | – | 31,744 |
| Bobby Riley CEO, Director | May 11, 2026 | Sale(10b5-1 plan) | −4,812 | $34.27 | $164.91K | 320,708 |
| Bobby Riley CEO, Director | May 11, 2026 | Sale(10b5-1 plan) | −7,688 | $34.56 | $265.70K | 313,020 |
| Corey Neil Riley CIO & CCO | May 11, 2026 | Sale(10b5-1 plan) | −2,322 | $34.55 | $80.23K | 148,472 |
| Corey Neil Riley CIO & CCO | May 11, 2026 | Sale(10b5-1 plan) | −1,178 | $34.02 | $40.08K | 150,794 |
| Bryan H. Lawrence Director | Apr 14, 2026 | Other | −896,274 | – | – | 0 |
| Bryan H. Lawrence Director | Apr 14, 2026 | Other | +81,036 | – | – | 81,036 |
| Bryan H. Lawrence Director | Apr 14, 2026 | Other | +9,781 | – | – | 31,319 |
| Bryan H. Lawrence Director | Apr 13, 2026 | Other | −489,863 | – | – | 0 |
| Bryan H. Lawrence Director | Apr 13, 2026 | Other | +7,348 | – | – | 7,348 |
| Bryan H. Lawrence Director | Apr 13, 2026 | Other | +5,777 | – | – | 21,538 |
| Brent Alexander Arriaga Director | Apr 8, 2026 | Sale | −2,500 | $38.94 | $97.35K | 16,633 |
| Jeffrey Gutman CAO & EVP Commercial Risk | Apr 1, 2026 | Tax withholding | −2,670 | $36.45 | $97.32K | 41,907 |
| Philip A. Riley CFO & EVP STRATEGY | Apr 1, 2026 | Tax withholding | −8,554 | $36.45 | $311.79K | 166,927 |
| Corey Neil Riley CIO & CCO | Apr 1, 2026 | Tax withholding | −6,593 | $36.45 | $240.31K | 151,972 |
| Bobby Riley CEO, Director | Apr 1, 2026 | Tax withholding | −11,411 | $36.45 | $415.93K | 325,520 |
| John Patrick Suter Chief Operating Officer | Apr 1, 2026 | Tax withholding | −3,206 | $36.45 | $116.86K | 70,758 |
| Santo Beth A. di Secretary & General Counsel, Director | Apr 1, 2026 | Award | +12,500 | – | – | 61,112 |
| Riley Exploration Holdings LLC Bluescape 10% owner | Mar 6, 2026 | Sale | −490,433 | $32.80 | $16.09M | 2,068,620 |
| Riley Exploration Holdings LLC Bluescape 10% owner | Mar 5, 2026 | Sale | −391,913 | $31.76 | $12.45M | 2,559,053 |
| Energy Recapitalization & Restructuring Fund III LP Bluescape 10% owner | Mar 4, 2026 | Sale | −36,050 | $29.65 | $1.07M | 2,950,966 |
| Energy Recapitalization & Restructuring Fund III LP Bluescape 10% owner | Mar 3, 2026 | Sale | −26,327 | $29.58 | $778.75K | 2,987,016 |
| Energy Recapitalization & Restructuring Fund III LP Bluescape 10% owner | Mar 2, 2026 | Sale | −19,310 | $29.73 | $574.09K | 3,013,343 |
| Bobby Saadati Director | Mar 1, 2026 | Award | +1,878 | – | – | 1,878 |
| Energy Recapitalization & Restructuring Fund III LP Bluescape 10% owner | Feb 23, 2026 | Sale | −5,256 | $28.38 | $149.17K | 3,032,653 |
| Energy Partners III GP LLC Bluescape 10% owner | Feb 20, 2026 | Sale | −55,147 | $28.33 | $1.56M | 3,037,909 |
| Energy Partners III GP LLC Bluescape 10% owner | Feb 19, 2026 | Sale | −35,302 | $28.48 | $1.01M | 3,093,056 |
| Corey Neil Riley CIO & CCO | Feb 12, 2026 | Sale(10b5-1 plan) | −3,500 | $27.41 | $95.94K | 158,565 |
| C. John Wilder 10% owner | Feb 11, 2026 | Sale | −4,820 | $28.23 | $136.07K | 3,128,358 |
| Bobby Riley CEO, Director | Feb 10, 2026 | Sale(10b5-1 plan) | −315 | $28.62 | $9.02K | 336,931 |
| Bobby Riley CEO, Director | Feb 10, 2026 | Sale(10b5-1 plan) | −12,185 | $27.77 | $338.38K | 337,246 |
| Resources Co LLC Bluescape 10% owner | Feb 9, 2026 | Sale | −122,647 | $28.88 | $3.54M | 3,133,178 |
| Resources Co LLC Bluescape 10% owner | Feb 6, 2026 | Sale | −195,297 | $28.39 | $5.54M | 3,255,825 |
| Riley Exploration Holdings LLC Bluescape 10% owner | Feb 4, 2026 | Sale | −148,900 | $28.56 | $4.25M | 3,451,122 |
| Riley Exploration Holdings LLC Bluescape 10% owner | Feb 3, 2026 | Sale | −73,528 | $28.18 | $2.07M | 3,600,022 |
| Riley Exploration Holdings LLC Bluescape 10% owner | Feb 2, 2026 | Sale | −8,806 | $28.07 | $247.18K | 3,673,550 |
| C. John Wilder 10% owner | Jan 30, 2026 | Sale | −3,388 | $28.10 | $95.20K | 3,682,356 |
| C. John Wilder 10% owner | Jan 29, 2026 | Sale | −90,000 | $28.31 | $2.55M | 3,685,744 |
| C. John Wilder 10% owner | Jan 28, 2026 | Sale | −57,012 | $27.73 | $1.58M | 3,775,744 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Philip A. Riley Officer | Aug 18, 2026 | 4,000 | $149.48K | Aug 18, 2026 | Stock Grants |
| Corey Neil Riley Officer | Aug 10, 2026 | 3,500 | $122.57K | Aug 10, 2026 | EMPLOYEE COMPENSATION BETWEEN 9/30/21 and 4/1/26 |
| Bobby Riley Officer, Director | Aug 10, 2026 | 12,500 | $440.88K | Aug 10, 2026 | COMPENSATION |
| Bobby Riley Officer, Director | Jun 12, 2026 | 30,000 | $1.09M | Jun 10, 2026 | Compensation |
| Bobby Riley Officer, Director | May 11, 2026 | 12,500 | $418.57K | May 11, 2026 | COMPENSATION |
| Corey Neil Riley Officer, Director | May 11, 2026 | 3,500 | $117.20K | May 11, 2026 | COMPENSATION |
| Brent Alexander Arriaga Director | Apr 8, 2026 | 2,500 | $94.63K | Apr 8, 2026 | Stock Award |
| Corey Neil Riley Officer, Director | Feb 17, 2026 | 3,500 | $95.94K | Feb 12, 2026 | COMPENSATION |
| Corey Neil Riley Officer, Director | Feb 12, 2026 | 7,000 | $193.86K | Feb 12, 2026 | COMPENSATION |
| Bobby Riley Officer, Director | Feb 10, 2026 | 12,500 | $358.13K | Feb 10, 2026 | COMPENSATION |
| Bobby Riley Director | Dec 18, 2025 | 20,000 | $531.60K | Dec 18, 2025 | Vested RSAs |
| Bobby Riley Officer, Director | Nov 10, 2025 | 12,500 | $312.13K | Nov 10, 2025 | COMPENSATION |
| Corey Neil Riley Officer, Director | Nov 7, 2025 | 3,500 | $84.74K | Nov 7, 2025 | COMPENSATION |
| Bobby Riley Officer, Director | Aug 11, 2025 | 15,000 | $396.83K | Aug 11, 2025 | COMPENSATION ACQUIRED BETWEEN: 10/18/21 - 2/28/22 |
| Corey Neil Riley Officer, Director | Aug 8, 2025 | 3,500 | $92.44K | Aug 8, 2025 | COMPENSATION |