Cambridge Investment Research Advisors
EPM icon

Cambridge Investment Research Advisors’s Evolution Petroleum EPM Stock Holding History

Cambridge Investment Research 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
Q2 		$45K Hold
12,300
– – ﹤0.01% 3723
2026
Q1 		$56K Hold
12,300
– – ﹤0.01% 3846
2025
Q4 		$44K Hold
12,300
– – ﹤0.01% 3761
2025
Q3 		$59K Sell
12,300
-1,800
-13% -$8.97K ﹤0.01% 3645
2025
Q2 		$66K Hold
14,100
– – ﹤0.01% 3514
2025
Q1 		$73K Sell
14,100
-200
-1% -$1.04K ﹤0.01% 3383
2024
Q4 		$75K Hold
14,300
– – ﹤0.01% 3347
2024
Q3 		$76K Sell
14,300
-222
-2% -$1.17K ﹤0.01% 3294
2024
Q2 		$77K Buy
14,522
+1,021
+8% +$5.73K ﹤0.01% 3185
2024
Q1 		$83K Buy
13,501
+1
+0% +$6 ﹤0.01% 3168
2023
Q4 		$78K Hold
13,500
– – ﹤0.01% 3062
2023
Q3 		$92K Buy
+13,500
New +$114K ﹤0.01% 2970
2023
Q1 		– Sell
-37,835
Closed -$286K – 3181
2022
Q4 		$286K Buy
37,835
+23,653
+167% +$178K ﹤0.01% 2468
2022
Q3 		$99K Buy
+14,182
New +$93.5K ﹤0.01% 2858

Other funds holding EPM

CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
RFA
Register Financial Advisors Atlanta, Georgia $326M AUM 48.38% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $228M AUM 19.85% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AHL
Abel Hall LLC Baton Rouge, Louisiana $579M AUM 54.21% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Cambridge Investment Research Advisors's EPM Position: Q2 2026 in Review

Cambridge Investment Research Advisors held its Evolution Petroleum (EPM) position steady in Q2 2026 at 12,300 shares worth $45K. The position accounts for ﹤0.01% of the portfolio, ranked #3723.

Cambridge Investment Research Advisors first reported a position in EPM in Q3 2022 and has held it in 14 quarters since. The position peaked at $286K in Q4 2022. 24 funds tracked by Wall St. Rank hold EPM as of Q2 2026.

  • Cambridge Investment Research Advisors held 12,300 shares of Evolution Petroleum worth $45K as of Q2 2026.
  • Cambridge Investment Research Advisors left its Evolution Petroleum share count unchanged in Q2 2026.
  • Evolution Petroleum made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #3723 holding.
  • Cambridge Investment Research Advisors first reported a position in Evolution Petroleum in Q3 2022 and has held it in 14 quarters since.
  • Cambridge Investment Research Advisors's Evolution Petroleum position peaked at $286K in Q4 2022.
  • 24 funds tracked by Wall St. Rank held Evolution Petroleum as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.