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Chancellor Financial Group WB’s Evolution Petroleum EPM Stock Holding History

Chancellor Financial Group WB’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 		$53.7K Hold
14,602
– – 0.03% 149
2026
Q1 		$66.9K Buy
14,602
+2,752
+23% +$11.5K 0.05% 138
2025
Q4 		$41.9K Buy
11,850
+200
+2% +$844 0.03% 136
2025
Q3 		$56.2K Hold
11,650
– – 0.04% 131
2025
Q2 		$54.8K Buy
11,650
+100
+0.9% +$453 0.04% 134
2025
Q1 		$59.8K Buy
11,550
+550
+5% +$2.87K 0.05% 132
2024
Q4 		$57.5K Buy
+11,000
New +$60.2K 0.05% 128

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

Chancellor Financial Group WB's EPM Position: Q2 2026 in Review

Chancellor Financial Group WB held its Evolution Petroleum (EPM) position steady in Q2 2026 at 14,602 shares worth $53.7K. The position accounts for 0.03% of the portfolio, ranked #149.

Chancellor Financial Group WB first reported a position in EPM in Q4 2024 and has held it in 7 quarters since. The position peaked at $66.9K in Q1 2026. 117 funds tracked by Wall St. Rank hold EPM as of Q2 2026.

  • Chancellor Financial Group WB held 14,602 shares of Evolution Petroleum worth $53.7K as of Q2 2026.
  • Chancellor Financial Group WB left its Evolution Petroleum share count unchanged in Q2 2026.
  • Evolution Petroleum made up 0.03% of Chancellor Financial Group WB's portfolio in Q2 2026, its #149 holding.
  • Chancellor Financial Group WB first reported a position in Evolution Petroleum in Q4 2024 and has held it in 7 quarters since.
  • Chancellor Financial Group WB's Evolution Petroleum position peaked at $66.9K in Q1 2026.
  • 117 funds tracked by Wall St. Rank held Evolution Petroleum as of Q2 2026.

Based on Chancellor Financial Group WB's 13F filing for Q2 2026, filed 10 Aug 2026.