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CWA Asset Management Group’s Evolution Petroleum EPM Stock Holding History

CWA Asset Management Group’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 		$2.97M Buy
805,762
+96,475
+14% +$422K 0.09% 218
2026
Q1 		$3.25M Buy
709,287
+162,130
+30% +$675K 0.11% 189
2025
Q4 		$1.94M Buy
547,157
+76,686
+16% +$324K 0.07% 244
2025
Q3 		$2.27M Buy
470,471
+62,695
+15% +$313K 0.08% 209
2025
Q2 		$1.92M Buy
407,776
+102,764
+34% +$466K 0.08% 219
2025
Q1 		$1.58M Buy
305,012
+70,450
+30% +$367K 0.08% 220
2024
Q4 		$1.23M Buy
234,562
+20,692
+10% +$113K 0.06% 227
2024
Q3 		$1.14M Buy
+213,870
New +$1.13M 0.06% 225
2020
Q2 		– Sell
-50,592
Closed -$132K – 226
2020
Q1 		$132K Buy
+50,592
New +$229K 0.03% 208

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CWA Asset Management Group's EPM Position: Q2 2026 in Review

CWA Asset Management Group increased its Evolution Petroleum (EPM) stake by 14% in Q2 2026, buying an estimated $422K and bringing the position to 805,762 shares worth $2.97M. The position accounts for 0.09% of the portfolio, ranked #218.

CWA Asset Management Group first reported a position in EPM in Q1 2020 and has held it in 9 quarters since. The position peaked at $3.25M in Q1 2026. 118 funds tracked by Wall St. Rank hold EPM as of Q2 2026.

  • CWA Asset Management Group held 805,762 shares of Evolution Petroleum worth $2.97M as of Q2 2026.
  • CWA Asset Management Group bought 96,475 Evolution Petroleum shares in Q2 2026, an estimated $422K.
  • Evolution Petroleum made up 0.09% of CWA Asset Management Group's portfolio in Q2 2026, its #218 holding.
  • CWA Asset Management Group first reported a position in Evolution Petroleum in Q1 2020 and has held it in 9 quarters since.
  • CWA Asset Management Group's Evolution Petroleum position peaked at $3.25M in Q1 2026.
  • 118 funds tracked by Wall St. Rank held Evolution Petroleum as of Q2 2026.

Based on CWA Asset Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.