Covestor
EPM icon

Covestor’s Evolution Petroleum EPM Stock Holding History

Covestor’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 		– Sell
-24
Closed – – 2489
2026
Q2 		$0 Buy
24
+5
+26% +$22 ﹤0.01% 2571
2026
Q1 		$0 Buy
19
+16
+533% +$67 ﹤0.01% 2388
2025
Q4 		$0 Buy
+3
New +$13 ﹤0.01% 2376
2025
Q3 		– Sell
-3
Closed – – 2401
2025
Q2 		$0 Sell
3
-27
-90% -$122 ﹤0.01% 2341
2025
Q1 		$0 Sell
30
-7
-19% -$37 ﹤0.01% 2354
2024
Q4 		$0 Buy
37
+22
+147% +$120 ﹤0.01% 2360
2024
Q3 		$0 Sell
15
-123
-89% -$649 ﹤0.01% 2352
2024
Q2 		$1K Buy
138
+13
+10% +$73 ﹤0.01% 1983
2024
Q1 		$1K Buy
+125
New +$718 ﹤0.01% 1957

Other funds holding EPM

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Register Financial Advisors
Register Financial Advisors Atlanta, Georgia $320M AUM 31.84% 1-Year Est. Return
North Star Investment Management
North Star Investment Management Chicago, Illinois $1.85B AUM 21.53% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Castleview Partners
Castleview Partners Dallas, Texas $228M AUM 13.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Covestor's EPM Position: Q3 2026 in Review

Covestor sold out of Evolution Petroleum (EPM) in Q3 2026, closing a stake of 24 shares.

Covestor first reported a position in EPM in Q1 2024 and held it in 9 quarters. The position peaked at $1K in Q2 2024. 45 funds tracked by Wall St. Rank hold EPM as of Q3 2026.

  • Covestor reported no remaining Evolution Petroleum position as of Q3 2026 after selling out during the quarter.
  • Covestor sold 24 Evolution Petroleum shares in Q3 2026.
  • Covestor first reported a position in Evolution Petroleum in Q1 2024 and held it in 9 quarters.
  • Covestor's Evolution Petroleum position peaked at $1K in Q2 2024.
  • 45 funds tracked by Wall St. Rank held Evolution Petroleum as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.