Abel Hall LLC’s Evolution Petroleum EPM Stock Holding History

Abel Hall LLC’s Portfolio EPM Stock Details EPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-31,278	Closed	-$115K	–	945
2026 Q2	$115K	Buy	+31,278	New	+$137K	0.02%	814

Other funds holding EPM

CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

North Star Investment Management Chicago, Illinois $1.85B AUM 21.53% 1-Year Est. Return

Castleview Partners Dallas, Texas $228M AUM 13.32% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Abel Hall LLC's EPM Position: Q3 2026 in Review

Abel Hall LLC sold out of Evolution Petroleum (EPM) in Q3 2026, closing a stake of 31,278 shares — an estimated $115K sold.

Abel Hall LLC first reported a position in EPM in Q2 2026 and held it in 1 quarter. The position peaked at $115K in Q2 2026. 22 funds tracked by Wall St. Rank hold EPM as of Q3 2026.

Abel Hall LLC reported no remaining Evolution Petroleum position as of Q3 2026 after selling out during the quarter.
Abel Hall LLC sold 31,278 Evolution Petroleum shares in Q3 2026, an estimated $115K.
Abel Hall LLC first reported a position in Evolution Petroleum in Q2 2026 and held it in 1 quarter.
Abel Hall LLC's Evolution Petroleum position peaked at $115K in Q2 2026.
22 funds tracked by Wall St. Rank held Evolution Petroleum as of Q3 2026.

Based on Abel Hall LLC's 13F filing for Q3 2026, filed 19 Oct 2026.