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

Castleview Partners Dallas, Texas $228M AUM 19.85% 1-Year Est. Return

AHL

Abel Hall LLC Baton Rouge, Louisiana $579M AUM 54.21% 1-Year Est. Return

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

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

RWML

RAFFA WEALTH MANAGEMENT, LLC Washington, District of Columbia $793M AUM 13.11% 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. 21 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.
21 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.