CIBC Private Wealth Group
EPM icon

CIBC Private Wealth Group’s Evolution Petroleum EPM Stock Holding History

CIBC Private Wealth 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
2025
Q1 		– Sell
-250
Closed -$1.33K – 3146
2024
Q4 		$1.33K Hold
250
– – ﹤0.01% 2759
2024
Q3 		$1.33K Hold
250
– – ﹤0.01% 2877
2024
Q2 		$1.32K Hold
250
– – ﹤0.01% 2843
2024
Q1 		$1.53K Buy
+250
New +$1.44K ﹤0.01% 2796

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
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
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.58B AUM 51% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CIBC Private Wealth Group's EPM Position: Q1 2025 in Review

CIBC Private Wealth Group sold out of Evolution Petroleum (EPM) in Q1 2025, closing a stake of 250 shares — an estimated $1.33K sold.

CIBC Private Wealth Group first reported a position in EPM in Q1 2024 and held it in 4 quarters. The position peaked at $1.53K in Q1 2024. 112 funds tracked by Wall St. Rank hold EPM as of Q1 2025.

  • CIBC Private Wealth Group reported no remaining Evolution Petroleum position as of Q1 2025 after selling out during the quarter.
  • CIBC Private Wealth Group sold 250 Evolution Petroleum shares in Q1 2025, an estimated $1.33K.
  • CIBC Private Wealth Group first reported a position in Evolution Petroleum in Q1 2024 and held it in 4 quarters.
  • CIBC Private Wealth Group's Evolution Petroleum position peaked at $1.53K in Q1 2024.
  • 112 funds tracked by Wall St. Rank held Evolution Petroleum as of Q1 2025.

Based on CIBC Private Wealth Group's 13F filing for Q1 2025, filed 14 May 2025.