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Ameritas Investment Partners’s Evolution Petroleum EPM Stock Holding History

Ameritas Investment Partners’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
Q1 		$11.9K Hold
2,605
– – ﹤0.01% 2817
2025
Q4 		$9.22K Hold
2,605
– – ﹤0.01% 2931
2025
Q3 		$12.6K Hold
2,605
– – ﹤0.01% 2882
2025
Q2 		$12.2K Hold
2,605
– – ﹤0.01% 2901
2025
Q1 		$13.5K Hold
2,605
– – ﹤0.01% 2709
2024
Q4 		$13.6K Hold
2,605
– – ﹤0.01% 2802
2024
Q3 		$13.8K Hold
2,605
– – ﹤0.01% 2819
2024
Q2 		$13.7K Hold
2,605
– – ﹤0.01% 2797
2024
Q1 		$16K Hold
2,605
– – ﹤0.01% 2655
2023
Q4 		$15.1K Hold
2,605
– – ﹤0.01% 2706
2023
Q3 		$17.8K Hold
2,605
– – ﹤0.01% 2597
2023
Q2 		$21K Buy
+2,605
New +$19.3K ﹤0.01% 2540
2021
Q2 		– Sell
-1,370
Closed -$5K – 3106
2021
Q1 		$5K Hold
1,370
– – ﹤0.01% 3000
2020
Q4 		$4K Hold
1,370
– – ﹤0.01% 2994
2020
Q3 		$3K Hold
1,370
– – ﹤0.01% 3044
2020
Q2 		$4K Hold
1,370
– – ﹤0.01% 2986
2020
Q1 		$4K Hold
1,370
– – ﹤0.01% 2863
2019
Q4 		$7K Hold
1,370
– – ﹤0.01% 2828
2019
Q3 		$8K Hold
1,370
– – ﹤0.01% 2805
2019
Q2 		$10K Hold
1,370
– – ﹤0.01% 2796
2019
Q1 		$9K Hold
1,370
– – ﹤0.01% 2727
2018
Q4 		$9K Hold
1,370
– – ﹤0.01% 2696
2018
Q3 		$15K Hold
1,370
– – ﹤0.01% 2646
2018
Q2 		$13K Hold
1,370
– – ﹤0.01% 2730
2018
Q1 		$11K Hold
1,370
– – ﹤0.01% 2686
2017
Q4 		$9K Hold
1,370
– – ﹤0.01% 2770
2017
Q3 		$9K Hold
1,370
– – ﹤0.01% 2809
2017
Q2 		$11K Hold
1,370
– – ﹤0.01% 2779
2017
Q1 		$11K Buy
+1,370
New +$11.7K ﹤0.01% 2656

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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 $2.9T AUM 29.55% 1-Year Est. Return

Ameritas Investment Partners's EPM Position: Q1 2026 in Review

Ameritas Investment Partners held its Evolution Petroleum (EPM) position steady in Q1 2026 at 2,605 shares worth $11.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2817.

Ameritas Investment Partners first reported a position in EPM in Q1 2017 and has held it in 29 quarters since. The position peaked at $21K in Q2 2023. 121 funds tracked by Wall St. Rank hold EPM as of Q1 2026.

  • Ameritas Investment Partners held 2,605 shares of Evolution Petroleum worth $11.9K as of Q1 2026.
  • Ameritas Investment Partners left its Evolution Petroleum share count unchanged in Q1 2026.
  • Evolution Petroleum made up ﹤0.01% of Ameritas Investment Partners's portfolio in Q1 2026, its #2817 holding.
  • Ameritas Investment Partners first reported a position in Evolution Petroleum in Q1 2017 and has held it in 29 quarters since.
  • Ameritas Investment Partners's Evolution Petroleum position peaked at $21K in Q2 2023.
  • 121 funds tracked by Wall St. Rank held Evolution Petroleum as of Q1 2026.

Based on Ameritas Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.