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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

RFA
Register Financial Advisors Atlanta, Georgia $326M AUM 48.38% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $228M AUM 19.85% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 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. 12 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.
  • 12 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.