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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
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

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

Covestor's EPM Position: Q2 2026 in Review

Covestor increased its Evolution Petroleum (EPM) stake by 26% in Q2 2026, buying an estimated $22 and bringing the position to 24 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #2571.

Covestor first reported a position in EPM in Q1 2024 and has held it in 9 quarters since. The position peaked at $1K in Q2 2024. 117 funds tracked by Wall St. Rank hold EPM as of Q2 2026.

  • Covestor held 24 shares of Evolution Petroleum worth $0 as of Q2 2026.
  • Covestor bought 5 Evolution Petroleum shares in Q2 2026, an estimated $22.
  • Evolution Petroleum made up ﹤0.01% of Covestor's portfolio in Q2 2026, its #2571 holding.
  • Covestor first reported a position in Evolution Petroleum in Q1 2024 and has held it in 9 quarters since.
  • Covestor's Evolution Petroleum position peaked at $1K in Q2 2024.
  • 117 funds tracked by Wall St. Rank held Evolution Petroleum as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.