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Castleview Partners’s Evolution Petroleum EPM Stock Holding History

Castleview Partners’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 		$425K Buy
115,393
+20,093
+21% +$87.8K 0.19% 129
2026
Q1 		$436K Buy
95,300
+17,000
+22% +$70.8K 0.22% 107
2025
Q4 		$277K Buy
+78,300
New +$330K 0.14% 149

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

Castleview Partners's EPM Position: Q2 2026 in Review

Castleview Partners increased its Evolution Petroleum (EPM) stake by 21% in Q2 2026, buying an estimated $87.8K and bringing the position to 115,393 shares worth $425K. The position accounts for 0.19% of the portfolio, ranked #129.

Castleview Partners first reported a position in EPM in Q4 2025 and has held it in 3 quarters since. The position peaked at $436K in Q1 2026. 118 funds tracked by Wall St. Rank hold EPM as of Q2 2026.

  • Castleview Partners held 115,393 shares of Evolution Petroleum worth $425K as of Q2 2026.
  • Castleview Partners bought 20,093 Evolution Petroleum shares in Q2 2026, an estimated $87.8K.
  • Evolution Petroleum made up 0.19% of Castleview Partners's portfolio in Q2 2026, its #129 holding.
  • Castleview Partners first reported a position in Evolution Petroleum in Q4 2025 and has held it in 3 quarters since.
  • Castleview Partners's Evolution Petroleum position peaked at $436K in Q1 2026.
  • 118 funds tracked by Wall St. Rank held Evolution Petroleum as of Q2 2026.

Based on Castleview Partners's 13F filing for Q2 2026, filed 20 Jul 2026.