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Certior Financial Group’s Evolution Petroleum EPM Stock Holding History

Certior Financial Group’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 		– Sell
-30,869
Closed -$109K – 132
2025
Q4 		$109K Buy
30,869
+3,566
+13% +$15K 0.07% 128
2025
Q3 		$132K Sell
27,303
-12
-0% -$60 0.09% 135
2025
Q2 		$128K Buy
27,315
+149
+0.5% +$675 0.1% 118
2025
Q1 		$141K Buy
27,166
+436
+2% +$2.27K 0.11% 115
2024
Q4 		$140K Buy
+26,730
New +$146K 0.12% 119

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 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

Certior Financial Group's EPM Position: Q1 2026 in Review

Certior Financial Group sold out of Evolution Petroleum (EPM) in Q1 2026, closing a stake of 30,869 shares — an estimated $109K sold.

Certior Financial Group first reported a position in EPM in Q4 2024 and held it in 5 quarters. The position peaked at $141K in Q1 2025. 122 funds tracked by Wall St. Rank hold EPM as of Q1 2026.

  • Certior Financial Group reported no remaining Evolution Petroleum position as of Q1 2026 after selling out during the quarter.
  • Certior Financial Group sold 30,869 Evolution Petroleum shares in Q1 2026, an estimated $109K.
  • Certior Financial Group first reported a position in Evolution Petroleum in Q4 2024 and held it in 5 quarters.
  • Certior Financial Group's Evolution Petroleum position peaked at $141K in Q1 2025.
  • 122 funds tracked by Wall St. Rank held Evolution Petroleum as of Q1 2026.

Based on Certior Financial Group's 13F filing for Q1 2026, filed 27 Apr 2026.