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Advisor OS’s Evolution Petroleum EPM Stock Holding History

Advisor OS’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
Q2 		$189K Sell
51,463
-893
-2% -$3.9K 0.01% 575
2026
Q1 		$240K Buy
+52,356
New +$218K 0.02% 490

Other funds holding EPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
WealthTrust Axiom Wayne, Pennsylvania $448M AUM 50.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Advisor OS's EPM Position: Q2 2026 in Review

Advisor OS reduced its Evolution Petroleum (EPM) stake by 1.7% in Q2 2026, selling an estimated $3.9K and leaving 51,463 shares worth $189K. The position accounts for 0.01% of the portfolio, ranked #575.

Advisor OS first reported a position in EPM in Q1 2026 and has held it in 2 quarters since. The position peaked at $240K in Q1 2026. 118 funds tracked by Wall St. Rank hold EPM as of Q2 2026.

  • Advisor OS held 51,463 shares of Evolution Petroleum worth $189K as of Q2 2026.
  • Advisor OS sold 893 Evolution Petroleum shares in Q2 2026, an estimated $3.9K.
  • Evolution Petroleum made up 0.01% of Advisor OS's portfolio in Q2 2026, its #575 holding.
  • Advisor OS first reported a position in Evolution Petroleum in Q1 2026 and has held it in 2 quarters since.
  • Advisor OS's Evolution Petroleum position peaked at $240K in Q1 2026.
  • 118 funds tracked by Wall St. Rank held Evolution Petroleum as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.