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Beaumont Capital Management’s Evolution Petroleum EPM Stock Holding History

Beaumont Capital Management’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
Q2 		– Sell
-19,070
Closed -$98.8K – 47
2025
Q1 		$98.8K Buy
+19,070
New +$99.5K 0.07% 59

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Vanguard Group
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 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
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Beaumont Capital Management's EPM Position: Q2 2025 in Review

Beaumont Capital Management sold out of Evolution Petroleum (EPM) in Q2 2025, closing a stake of 19,070 shares — an estimated $98.8K sold.

Beaumont Capital Management first reported a position in EPM in Q1 2025 and held it in 1 quarter. The position peaked at $98.8K in Q1 2025. 108 funds tracked by Wall St. Rank hold EPM as of Q2 2025.

  • Beaumont Capital Management reported no remaining Evolution Petroleum position as of Q2 2025 after selling out during the quarter.
  • Beaumont Capital Management sold 19,070 Evolution Petroleum shares in Q2 2025, an estimated $98.8K.
  • Beaumont Capital Management first reported a position in Evolution Petroleum in Q1 2025 and held it in 1 quarter.
  • Beaumont Capital Management's Evolution Petroleum position peaked at $98.8K in Q1 2025.
  • 108 funds tracked by Wall St. Rank held Evolution Petroleum as of Q2 2025.

Based on Beaumont Capital Management's 13F filing for Q2 2025, filed 11 Aug 2025.