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CoreCap Advisors’s Evolution Petroleum EPM Stock Holding History

CoreCap 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 		$11.1K Buy
3,009
+95
+3% +$415 ﹤0.01% 2032
2026
Q1 		$13.3K Buy
2,914
+71
+2% +$295 ﹤0.01% 1845
2025
Q4 		$10.1K Buy
2,843
+93
+3% +$392 ﹤0.01% 1956
2025
Q3 		$13.3K Buy
2,750
+67
+2% +$334 ﹤0.01% 1821
2025
Q2 		$12.6K Buy
2,683
+15
+0.6% +$68 ﹤0.01% 1781
2025
Q1 		$13.8K Buy
2,668
+1,109
+71% +$5.78K ﹤0.01% 1686
2024
Q4 		$8.15K Buy
1,559
+35
+2% +$192 ﹤0.01% 1847
2024
Q3 		$8.09K Buy
1,524
+33
+2% +$174 ﹤0.01% 1853
2024
Q2 		$7.86K Buy
1,491
+32
+2% +$180 ﹤0.01% 1100
2024
Q1 		$8.96K Buy
+1,459
New +$8.38K ﹤0.01% 1768

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

CoreCap Advisors's EPM Position: Q2 2026 in Review

CoreCap Advisors increased its Evolution Petroleum (EPM) stake by 3.3% in Q2 2026, buying an estimated $415 and bringing the position to 3,009 shares worth $11.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2032.

CoreCap Advisors first reported a position in EPM in Q1 2024 and has held it in 10 quarters since. The position peaked at $13.8K in Q1 2025. 118 funds tracked by Wall St. Rank hold EPM as of Q2 2026.

  • CoreCap Advisors held 3,009 shares of Evolution Petroleum worth $11.1K as of Q2 2026.
  • CoreCap Advisors bought 95 Evolution Petroleum shares in Q2 2026, an estimated $415.
  • Evolution Petroleum made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #2032 holding.
  • CoreCap Advisors first reported a position in Evolution Petroleum in Q1 2024 and has held it in 10 quarters since.
  • CoreCap Advisors's Evolution Petroleum position peaked at $13.8K in Q1 2025.
  • 118 funds tracked by Wall St. Rank held Evolution Petroleum as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.