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Ameritas Advisory Services’s Evolution Petroleum EPM Stock Holding History

Ameritas Advisory Services’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
2025
Q4 		– Sell
-100
Closed -$482 – 1271
2025
Q3 		$482 Hold
100
– – ﹤0.01% 2090
2025
Q2 		$470 Buy
+100
New +$453 ﹤0.01% 2704
2023
Q2 		– Sell
-100
Closed -$631 – 1116
2023
Q1 		$631 Buy
+100
New +$641 ﹤0.01% 2619

Other funds holding EPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
WealthTrust Axiom Wayne, Pennsylvania $406M AUM 40.44% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameritas Advisory Services's EPM Position: Q4 2025 in Review

Ameritas Advisory Services sold out of Evolution Petroleum (EPM) in Q4 2025, closing a stake of 100 shares — an estimated $482 sold.

Ameritas Advisory Services first reported a position in EPM in Q1 2023 and held it in 3 quarters. The position peaked at $631 in Q1 2023. 119 funds tracked by Wall St. Rank hold EPM as of Q4 2025.

  • Ameritas Advisory Services reported no remaining Evolution Petroleum position as of Q4 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 100 Evolution Petroleum shares in Q4 2025, an estimated $482.
  • Ameritas Advisory Services first reported a position in Evolution Petroleum in Q1 2023 and held it in 3 quarters.
  • Ameritas Advisory Services's Evolution Petroleum position peaked at $631 in Q1 2023.
  • 119 funds tracked by Wall St. Rank held Evolution Petroleum as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.