CoreCap Advisors
EPM icon

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
Q3 		$11K Buy
3,111
+102
+3% +$375 ﹤0.01% 2030
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 		$8.16K 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

CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
Register Financial Advisors
Register Financial Advisors Atlanta, Georgia $320M AUM 31.84% 1-Year Est. Return
Castleview Partners
Castleview Partners Dallas, Texas $228M AUM 13.32% 1-Year Est. Return
Newbridge Financial Services Group
Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
Harbor Capital Advisors
Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CoreCap Advisors's EPM Position: Q3 2026 in Review

CoreCap Advisors increased its Evolution Petroleum (EPM) stake by 3.4% in Q3 2026, buying an estimated $375 and bringing the position to 3,111 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #2030.

CoreCap Advisors first reported a position in EPM in Q1 2024 and has held it in 11 quarters since. The position peaked at $13.8K in Q1 2025. 17 funds tracked by Wall St. Rank hold EPM as of Q3 2026.

  • CoreCap Advisors held 3,111 shares of Evolution Petroleum worth $11K as of Q3 2026.
  • CoreCap Advisors bought 102 Evolution Petroleum shares in Q3 2026, an estimated $375.
  • Evolution Petroleum made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #2030 holding.
  • CoreCap Advisors first reported a position in Evolution Petroleum in Q1 2024 and has held it in 11 quarters since.
  • CoreCap Advisors's Evolution Petroleum position peaked at $13.8K in Q1 2025.
  • 17 funds tracked by Wall St. Rank held Evolution Petroleum as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.