Allworth Financial
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Allworth Financial’s Evolution Petroleum EPM Stock Holding History

Allworth Financial’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 		$5.85K Buy
1,589
+652
+70% +$2.85K ﹤0.01% 4038
2026
Q1 		$4.29K Buy
937
+237
+34% +$986 ﹤0.01% 4043
2025
Q4 		$2.48K Buy
700
+74
+12% +$312 ﹤0.01% 4039
2025
Q3 		$3.02K Buy
626
+26
+4% +$130 ﹤0.01% 3816
2025
Q2 		$2.82K Buy
+600
New +$2.72K ﹤0.01% 3558
2023
Q3 		– Sell
-68
Closed -$549 – 3469
2023
Q2 		$549 Buy
+68
New +$503 ﹤0.01% 2884

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
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Allworth Financial's EPM Position: Q2 2026 in Review

Allworth Financial increased its Evolution Petroleum (EPM) stake by 70% in Q2 2026, buying an estimated $2.85K and bringing the position to 1,589 shares worth $5.85K. The position accounts for ﹤0.01% of the portfolio, ranked #4038.

Allworth Financial first reported a position in EPM in Q2 2023 and has held it in 6 quarters since. 117 funds tracked by Wall St. Rank hold EPM as of Q2 2026.

  • Allworth Financial held 1,589 shares of Evolution Petroleum worth $5.85K as of Q2 2026.
  • Allworth Financial bought 652 Evolution Petroleum shares in Q2 2026, an estimated $2.85K.
  • Evolution Petroleum made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #4038 holding.
  • Allworth Financial first reported a position in Evolution Petroleum in Q2 2023 and has held it in 6 quarters since.
  • 117 funds tracked by Wall St. Rank held Evolution Petroleum as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.