What smart money is saying about Repsol
REP.MC
No fund has written a full thesis on Repsol in our archive, but 3 fund letters report a position in it — most recently Guinness Global Energy Fund in July 2026.
3
Reported positions
0
Bought
0
Sold
3
Letters
Fund activity · 3 positions
- HoldsGuinness Global Energy FundJuly 2026
“European mid-cap integrateds: Repsol, GALP, Eni and OMV were among the strongest contributors during the first phase of the Iran conflict, helped by higher Brent-linked earnings and elevated refining margins.”
Read the letterRepsol - HoldsGuinness Global Energy FundJune 2026
“Within the Fund, the strongest performers were OMV, Enbridge, Repsol, Valero and Schlumberger while the weakest performers were BP, Devon, Helix, Imperial Oil and Petrochina.”
Read the letterRepsol - HoldsGuinnessJune 2026
“Mid/large and mid-caps are ENI, Equinor, GALP, Repsol and OMV.”
Read the letterRepsol
Read the letters behind these Repsol positions
Every quote above comes from a fund letter in our archive. Get unlimited access to the letters themselves — and to Warren AI, which reads all of them for you.
View plans→Share this ledger