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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
Q1 		$436K Buy
95,300
+17,000
+22% +$70.8K 0.22% 107
2025
Q4 		$277K Buy
+78,300
New +$330K 0.14% 149

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American Century Companies
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Raymond James Financial
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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CAMG
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State Street
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Castleview Partners's EPM Position: Q1 2026 in Review

Castleview Partners increased its Evolution Petroleum (EPM) stake by 22% in Q1 2026, buying an estimated $70.8K and bringing the position to 95,300 shares worth $436K. The position accounts for 0.22% of the portfolio, ranked #107.

Castleview Partners first reported a position in EPM in Q4 2025 and has held it in 2 quarters since. 121 funds tracked by Wall St. Rank hold EPM as of Q1 2026.

  • Castleview Partners held 95,300 shares of Evolution Petroleum worth $436K as of Q1 2026.
  • Castleview Partners bought 17,000 Evolution Petroleum shares in Q1 2026, an estimated $70.8K.
  • Evolution Petroleum made up 0.22% of Castleview Partners's portfolio in Q1 2026, its #107 holding.
  • Castleview Partners first reported a position in Evolution Petroleum in Q4 2025 and has held it in 2 quarters since.
  • 121 funds tracked by Wall St. Rank held Evolution Petroleum as of Q1 2026.

Based on Castleview Partners's 13F filing for Q1 2026, filed 1 May 2026.