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Creative Financial Designs’s Evolution Petroleum EPM Stock Holding History

Creative Financial Designs’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 		$66 Buy
18
+1
+6% +$4 ﹤0.01% 2238
2026
Q1 		$80 Hold
17
– – ﹤0.01% 2134
2025
Q4 		$60 Buy
17
+1
+6% +$4 ﹤0.01% 2040
2025
Q3 		$79 Hold
16
– – ﹤0.01% 2026
2025
Q2 		$76 Hold
16
– – ﹤0.01% 1985
2025
Q1 		$81 Buy
16
+1
+7% +$5 ﹤0.01% 2029
2024
Q4 		$80 Sell
15
-15
-50% -$82 ﹤0.01% 1773
2024
Q3 		$159 Hold
30
– – ﹤0.01% 1658
2024
Q2 		$158 Hold
30
– – ﹤0.01% 1613
2024
Q1 		$184 Buy
30
+15
+100% +$86 ﹤0.01% 1629
2023
Q4 		$87 Buy
+15
New +$92 ﹤0.01% 1581

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
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Creative Financial Designs's EPM Position: Q2 2026 in Review

Creative Financial Designs increased its Evolution Petroleum (EPM) stake by 5.9% in Q2 2026, buying an estimated $4 and bringing the position to 18 shares worth $66. The position accounts for ﹤0.01% of the portfolio, ranked #2238.

Creative Financial Designs first reported a position in EPM in Q4 2023 and has held it in 11 quarters since. The position peaked at $184 in Q1 2024. 117 funds tracked by Wall St. Rank hold EPM as of Q2 2026.

  • Creative Financial Designs held 18 shares of Evolution Petroleum worth $66 as of Q2 2026.
  • Creative Financial Designs bought 1 Evolution Petroleum share in Q2 2026, an estimated $4.
  • Evolution Petroleum made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #2238 holding.
  • Creative Financial Designs first reported a position in Evolution Petroleum in Q4 2023 and has held it in 11 quarters since.
  • Creative Financial Designs's Evolution Petroleum position peaked at $184 in Q1 2024.
  • 117 funds tracked by Wall St. Rank held Evolution Petroleum as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.