Creative Planning’s Evolution Petroleum EPM Stock Holding History

Creative Planning’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
2025 Q1	–	Sell	-10,000	Closed	-$52.3K	–	3538
2024 Q4	$52.3K	Hold	10,000	–	–	﹤0.01%	3243
2024 Q3	$53.1K	Buy	+10,000	New	+$52.7K	﹤0.01%	3093
2020 Q3	–	Sell	-17,000	Closed	-$48K	–	2183
2020 Q2	$48K	Buy	+17,000	New	+$45.6K	﹤0.01%	1768
2019 Q1	–	Sell	-20,700	Closed	-$141K	–	2016
2018 Q4	$141K	Sell	20,700 -15,000	-42%	-$141K	﹤0.01%	1575
2018 Q3	$394K	Buy	+35,700	New	+$376K	﹤0.01%	1228
2017 Q3	–	Sell	-2,200	Closed	-$18K	–	2420
2017 Q2	$18K	Hold	2,200	–	–	﹤0.01%	3244
2017 Q1	$18K	Buy	+2,200	New	+$18.8K	﹤0.01%	3190
2016 Q3	–	Sell	-2,000	Closed	-$11K	–	4611
2016 Q2	$11K	Hold	2,000	–	–	﹤0.01%	3168
2016 Q1	$10K	Hold	2,000	–	–	﹤0.01%	3219
2015 Q4	$10K	Hold	2,000	–	–	﹤0.01%	3291
2015 Q3	$11K	Buy	+2,000	New	+$11.1K	﹤0.01%	3135
2015 Q2	–	Sell	-2,000	Closed	-$12K	–	1656
2015 Q1	$12K	Hold	2,000	–	–	﹤0.01%	3073
2014 Q4	$15K	Hold	2,000	–	–	﹤0.01%	2854
2014 Q3	$18K	Hold	2,000	–	–	﹤0.01%	2600
2014 Q2	$22K	Hold	2,000	–	–	﹤0.01%	2426
2014 Q1	$25K	Hold	2,000	–	–	﹤0.01%	2243
2013 Q4	$25K	Hold	2,000	–	–	﹤0.01%	2048
2013 Q3	$23K	Hold	2,000	–	–	﹤0.01%	2010
2013 Q2	$22K	Buy	+2,000	New	+$20.7K	﹤0.01%	1864

Other funds holding EPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

WealthTrust Axiom Wayne, Pennsylvania $448M AUM 50.36% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

RIM

Ranger Investment Management Dallas, Texas $1.58B AUM 51% 1-Year Est. Return

NSIM

North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Creative Planning's EPM Position: Q1 2025 in Review

Creative Planning sold out of Evolution Petroleum (EPM) in Q1 2025, closing a stake of 10,000 shares — an estimated $52.3K sold.

Creative Planning first reported a position in EPM in Q2 2013 and held it in 19 quarters. The position peaked at $394K in Q3 2018. 112 funds tracked by Wall St. Rank hold EPM as of Q1 2025.

Creative Planning reported no remaining Evolution Petroleum position as of Q1 2025 after selling out during the quarter.
Creative Planning sold 10,000 Evolution Petroleum shares in Q1 2025, an estimated $52.3K.
Creative Planning first reported a position in Evolution Petroleum in Q2 2013 and held it in 19 quarters.
Creative Planning's Evolution Petroleum position peaked at $394K in Q3 2018.
112 funds tracked by Wall St. Rank held Evolution Petroleum as of Q1 2025.

Based on Creative Planning's 13F filing for Q1 2025, filed 15 May 2025.