Cerity Partners
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Cerity Partners’s Evolution Petroleum EPM Stock Holding History

Cerity 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
2025
Q4 		– Sell
-29,042
Closed -$140K – 2920
2025
Q3 		$140K Buy
29,042
+1,095
+4% +$5.46K ﹤0.01% 2575
2025
Q2 		$131K Sell
27,947
-5,957
-18% -$27K ﹤0.01% 2439
2025
Q1 		$176K Buy
33,904
+1,270
+4% +$6.62K ﹤0.01% 2243
2024
Q4 		$171K Buy
32,634
+7,709
+31% +$42.2K ﹤0.01% 2264
2024
Q3 		$132K Buy
+24,925
New +$131K ﹤0.01% 2393

Other funds holding EPM

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cerity Partners's EPM Position: Q4 2025 in Review

Cerity Partners sold out of Evolution Petroleum (EPM) in Q4 2025, closing a stake of 29,042 shares — an estimated $140K sold.

Cerity Partners first reported a position in EPM in Q3 2024 and held it in 5 quarters. The position peaked at $176K in Q1 2025. 119 funds tracked by Wall St. Rank hold EPM as of Q4 2025.

  • Cerity Partners reported no remaining Evolution Petroleum position as of Q4 2025 after selling out during the quarter.
  • Cerity Partners sold 29,042 Evolution Petroleum shares in Q4 2025, an estimated $140K.
  • Cerity Partners first reported a position in Evolution Petroleum in Q3 2024 and held it in 5 quarters.
  • Cerity Partners's Evolution Petroleum position peaked at $176K in Q1 2025.
  • 119 funds tracked by Wall St. Rank held Evolution Petroleum as of Q4 2025.

Based on Cerity Partners's 13F filing for Q4 2025, filed 11 Feb 2026.