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Arete Wealth Advisors’s Evolution Petroleum EPM Stock Holding History

Arete Wealth Advisors’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 		– Sell
-52,998
Closed -$188K – 434
2025
Q4 		$188K Hold
52,998
– – 0.01% 731
2025
Q3 		$255K Sell
52,998
-214
-0.4% -$1.07K 0.02% 650
2025
Q2 		$250K Hold
53,212
– – 0.02% 620
2025
Q1 		$276K Hold
53,212
– – 0.02% 568
2024
Q4 		$279K Buy
53,212
+15,340
+41% +$84K 0.02% 580
2024
Q3 		$202K Buy
37,872
+6,771
+22% +$35.7K 0.02% 653
2024
Q2 		$168K Buy
+31,101
New +$175K 0.01% 673
2024
Q1 		– Sell
-26,940
Closed -$157K – 473
2023
Q4 		$157K Buy
+26,940
New +$165K 0.01% 692

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

Arete Wealth Advisors's EPM Position: Q1 2026 in Review

Arete Wealth Advisors sold out of Evolution Petroleum (EPM) in Q1 2026, closing a stake of 52,998 shares — an estimated $188K sold.

Arete Wealth Advisors first reported a position in EPM in Q4 2023 and held it in 8 quarters. The position peaked at $279K in Q4 2024. 121 funds tracked by Wall St. Rank hold EPM as of Q1 2026.

  • Arete Wealth Advisors reported no remaining Evolution Petroleum position as of Q1 2026 after selling out during the quarter.
  • Arete Wealth Advisors sold 52,998 Evolution Petroleum shares in Q1 2026, an estimated $188K.
  • Arete Wealth Advisors first reported a position in Evolution Petroleum in Q4 2023 and held it in 8 quarters.
  • Arete Wealth Advisors's Evolution Petroleum position peaked at $279K in Q4 2024.
  • 121 funds tracked by Wall St. Rank held Evolution Petroleum as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.