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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
2025
Q4 		– Sell
-52,998
Closed -$255K – 477
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 $6.73T AUM 46.02% 1-Year Est. Return
WA
WealthTrust Axiom Wayne, Pennsylvania $448M AUM 50.36% 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 $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Arete Wealth Advisors's EPM Position: Q4 2025 in Review

Arete Wealth Advisors sold out of Evolution Petroleum (EPM) in Q4 2025, closing a stake of 52,998 shares — an estimated $255K sold.

Arete Wealth Advisors first reported a position in EPM in Q4 2023 and held it in 7 quarters. The position peaked at $279K in Q4 2024. 119 funds tracked by Wall St. Rank hold EPM as of Q4 2025.

  • Arete Wealth Advisors reported no remaining Evolution Petroleum position as of Q4 2025 after selling out during the quarter.
  • Arete Wealth Advisors sold 52,998 Evolution Petroleum shares in Q4 2025, an estimated $255K.
  • Arete Wealth Advisors first reported a position in Evolution Petroleum in Q4 2023 and held it in 7 quarters.
  • Arete Wealth Advisors's Evolution Petroleum position peaked at $279K in Q4 2024.
  • 119 funds tracked by Wall St. Rank held Evolution Petroleum as of Q4 2025.

Based on Arete Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.