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Cassaday & Co Wealth Management’s Evolution Petroleum EPM Stock Holding History

Cassaday & Co Wealth 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
2026
Q2 		$736 Sell
200
-180
-47% -$787 ﹤0.01% 1101
2026
Q1 		$1.74K Buy
+380
New +$1.58K ﹤0.01% 1081

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

Cassaday & Co Wealth Management's EPM Position: Q2 2026 in Review

Cassaday & Co Wealth Management reduced its Evolution Petroleum (EPM) stake by 47% in Q2 2026, selling an estimated $787 and leaving 200 shares worth $736. The position accounts for ﹤0.01% of the portfolio, ranked #1101.

Cassaday & Co Wealth Management first reported a position in EPM in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.74K in Q1 2026. 118 funds tracked by Wall St. Rank hold EPM as of Q2 2026.

  • Cassaday & Co Wealth Management held 200 shares of Evolution Petroleum worth $736 as of Q2 2026.
  • Cassaday & Co Wealth Management sold 180 Evolution Petroleum shares in Q2 2026, an estimated $787.
  • Evolution Petroleum made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #1101 holding.
  • Cassaday & Co Wealth Management first reported a position in Evolution Petroleum in Q1 2026 and has held it in 2 quarters since.
  • Cassaday & Co Wealth Management's Evolution Petroleum position peaked at $1.74K in Q1 2026.
  • 118 funds tracked by Wall St. Rank held Evolution Petroleum as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.