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Clearstead Advisors’s Evolution Petroleum EPM Stock Holding History

Clearstead Advisors’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 		$71 Buy
+19
New +$83 ﹤0.01% 3418
2025
Q4 		– Sell
-1
Closed -$5 – 2902
2025
Q3 		$5 Buy
+1
New +$5 ﹤0.01% 3062

Other funds holding EPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
RFA
Register Financial Advisors Atlanta, Georgia $326M AUM 48.38% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $228M AUM 19.85% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AO
Advisor OS Chicago, Illinois $1.5B AUM 21.75% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Clearstead Advisors's EPM Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Evolution Petroleum (EPM) in Q2 2026: 19 shares worth $71. The stake represents ﹤0.01% of the portfolio and ranks #3418 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in EPM as recently as Q3 2025.

Clearstead Advisors first reported a position in EPM in Q3 2025 and has held it in 2 quarters since. 46 funds tracked by Wall St. Rank hold EPM as of Q2 2026.

  • Clearstead Advisors held 19 shares of Evolution Petroleum worth $71 as of Q2 2026.
  • Evolution Petroleum was a new Clearstead Advisors position in Q2 2026.
  • Evolution Petroleum made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #3418 holding.
  • Clearstead Advisors first reported a position in Evolution Petroleum in Q3 2025 and has held it in 2 quarters since.
  • 46 funds tracked by Wall St. Rank held Evolution Petroleum as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.