CA
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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

CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
RFA
Register Financial Advisors Atlanta, Georgia $326M AUM 48.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
MAFA
MJT & Associates Financial Advisory Monteviceo, Minnesota $151M AUM 22.54% 1-Year Est. Return