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Arax Advisory Partners’s Evolution Petroleum EPM Stock Holding History

Arax Advisory 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
Q2 		$31.8K Buy
8,628
+8,271
+2,317% +$36.2K ﹤0.01% 3633
2026
Q1 		$1.64K Buy
+357
New +$1.49K ﹤0.01% 3161
2025
Q4 		– Sell
-1,289
Closed -$6.21K – 4214
2025
Q3 		$6.21K Buy
1,289
+577
+81% +$2.88K ﹤0.01% 2794
2025
Q2 		$3.35K Buy
712
+393
+123% +$1.78K ﹤0.01% 2381
2025
Q1 		$1.65K Sell
319
-1,352
-81% -$7.05K ﹤0.01% 2128
2024
Q4 		$8.74K Hold
1,671
– – ﹤0.01% 1535
2024
Q3 		$8.87K Buy
+1,671
New +$8.81K ﹤0.01% 1475

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

Arax Advisory Partners's EPM Position: Q2 2026 in Review

Arax Advisory Partners increased its Evolution Petroleum (EPM) stake by 2,317% in Q2 2026, buying an estimated $36.2K and bringing the position to 8,628 shares worth $31.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3633.

Arax Advisory Partners first reported a position in EPM in Q3 2024 and has held it in 7 quarters since. 118 funds tracked by Wall St. Rank hold EPM as of Q2 2026.

  • Arax Advisory Partners held 8,628 shares of Evolution Petroleum worth $31.8K as of Q2 2026.
  • Arax Advisory Partners bought 8,271 Evolution Petroleum shares in Q2 2026, an estimated $36.2K.
  • Evolution Petroleum made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #3633 holding.
  • Arax Advisory Partners first reported a position in Evolution Petroleum in Q3 2024 and has held it in 7 quarters since.
  • 118 funds tracked by Wall St. Rank held Evolution Petroleum as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.