Carson Wealth (CWM LLC)
EPM icon

Carson Wealth (CWM LLC)’s Evolution Petroleum EPM Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$8.45K Buy
1,845
+1,232
+201% +$5.13K ﹤0.01% 4840
2025
Q4 		$2K Sell
613
-2,523
-80% -$10.6K ﹤0.01% 5074
2025
Q3 		$15K Buy
3,136
+2,134
+213% +$10.6K ﹤0.01% 4264
2025
Q2 		$5K Sell
1,002
-74
-7% -$335 ﹤0.01% 4602
2025
Q1 		$6K Buy
1,076
+247
+30% +$1.29K ﹤0.01% 4354
2024
Q4 		$4K Buy
829
+486
+142% +$2.66K ﹤0.01% 4296
2024
Q3 		$2K Buy
343
+91
+36% +$480 ﹤0.01% 4377
2024
Q2 		$1K Buy
252
+82
+48% +$460 ﹤0.01% 4371
2024
Q1 		$1K Sell
170
-437
-72% -$2.51K ﹤0.01% 4127
2023
Q4 		$4K Buy
607
+459
+310% +$2.81K ﹤0.01% 3593
2023
Q3 		$1K Sell
148
-2,397
-94% -$20.3K ﹤0.01% 3968
2023
Q2 		$21K Buy
+2,545
New +$18.8K ﹤0.01% 2595

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 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 $3.38T AUM 44.17% 1-Year Est. Return

Carson Wealth (CWM LLC)'s EPM Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Evolution Petroleum (EPM) stake by 201% in Q1 2026, buying an estimated $5.13K and bringing the position to 1,845 shares worth $8.45K. The position accounts for ﹤0.01% of the portfolio, ranked #4840.

Carson Wealth (CWM LLC) first reported a position in EPM in Q2 2023 and has held it in 12 quarters since. The position peaked at $21K in Q2 2023. 122 funds tracked by Wall St. Rank hold EPM as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,845 shares of Evolution Petroleum worth $8.45K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1,232 Evolution Petroleum shares in Q1 2026, an estimated $5.13K.
  • Evolution Petroleum made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4840 holding.
  • Carson Wealth (CWM LLC) first reported a position in Evolution Petroleum in Q2 2023 and has held it in 12 quarters since.
  • Carson Wealth (CWM LLC)'s Evolution Petroleum position peaked at $21K in Q2 2023.
  • 122 funds tracked by Wall St. Rank held Evolution Petroleum as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.