CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Evolution Petroleum EPM Stock Holding History

CAPTRUST Financial 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 		$40.6K Buy
+11,024
New +$48.2K ﹤0.01% 3148
2022
Q3 		– Sell
-1,220
Closed -$7K – 2648
2022
Q2 		$7K Hold
1,220
– – ﹤0.01% 3918
2022
Q1 		$8K Sell
1,220
-46
-4% -$296 ﹤0.01% 3905
2021
Q4 		$6K Hold
1,266
– – ﹤0.01% 3978
2021
Q3 		$7K Hold
1,266
– – ﹤0.01% 3799
2021
Q2 		$6K Sell
1,266
-173
-12% -$680 ﹤0.01% 3775
2021
Q1 		$5K Buy
+1,439
New +$4.96K ﹤0.01% 3726

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 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
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

CAPTRUST Financial Advisors's EPM Position: Q2 2026 in Review

CAPTRUST Financial Advisors opened a new position in Evolution Petroleum (EPM) in Q2 2026: 11,024 shares worth $40.6K. The stake represents ﹤0.01% of the portfolio and ranks #3148 among its holdings. This is a return to the name: CAPTRUST Financial Advisors previously reported a position in EPM as recently as Q2 2022.

CAPTRUST Financial Advisors first reported a position in EPM in Q1 2021 and has held it in 7 quarters since. 118 funds tracked by Wall St. Rank hold EPM as of Q2 2026.

  • CAPTRUST Financial Advisors held 11,024 shares of Evolution Petroleum worth $40.6K as of Q2 2026.
  • Evolution Petroleum was a new CAPTRUST Financial Advisors position in Q2 2026.
  • Evolution Petroleum made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #3148 holding.
  • CAPTRUST Financial Advisors first reported a position in Evolution Petroleum in Q1 2021 and has held it in 7 quarters since.
  • 118 funds tracked by Wall St. Rank held Evolution Petroleum as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.