Castleview Partners
EPM icon

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
Q3 		$475K Buy
134,200
+18,807
+16% +$69.1K 0.21% 119
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

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State of Alaska Department of Revenue
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GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Essential Partners
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
Mosley Wealth Management
Mosley Wealth Management Anaheim, California $343M AUM 11.16% 1-Year Est. Return
True Wealth Design
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Castleview Partners's EPM Position: Q3 2026 in Review

Castleview Partners increased its Evolution Petroleum (EPM) stake by 16% in Q3 2026, buying an estimated $69.1K and bringing the position to 134,200 shares worth $475K. The position accounts for 0.21% of the portfolio, ranked #119.

Castleview Partners first reported a position in EPM in Q4 2025 and has held it in 4 quarters since. 12 funds tracked by Wall St. Rank hold EPM as of Q3 2026.

  • Castleview Partners held 134,200 shares of Evolution Petroleum worth $475K as of Q3 2026.
  • Castleview Partners bought 18,807 Evolution Petroleum shares in Q3 2026, an estimated $69.1K.
  • Evolution Petroleum made up 0.21% of Castleview Partners's portfolio in Q3 2026, its #119 holding.
  • Castleview Partners first reported a position in Evolution Petroleum in Q4 2025 and has held it in 4 quarters since.
  • 12 funds tracked by Wall St. Rank held Evolution Petroleum as of Q3 2026.

Based on Castleview Partners's 13F filing for Q3 2026, filed 9 Oct 2026.