EH
EPM icon

Equitable Holdings’s Evolution Petroleum EPM Stock Holding History

Equitable Holdings’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
Q1 		$35.4K Buy
+10,000
New +$41.6K ﹤0.01% 1672
2025
Q4 		– Sell
-16,719
Closed -$80.6K – 1608
2025
Q3 		$80.6K Buy
16,719
+165
+1% +$823 ﹤0.01% 1500
2025
Q2 		$77.8K Buy
16,554
+333
+2% +$1.51K ﹤0.01% 1424
2025
Q1 		$84K Buy
16,221
+288
+2% +$1.5K ﹤0.01% 1306
2024
Q4 		$83.3K Sell
15,933
-10,069
-39% -$55.1K ﹤0.01% 1235
2024
Q3 		$138K Buy
26,002
+1,380
+6% +$7.28K ﹤0.01% 1213
2024
Q2 		$130K Buy
24,622
+1,125
+5% +$6.31K ﹤0.01% 1165
2024
Q1 		$144K Hold
23,497
– – ﹤0.01% 1113
2023
Q4 		$137K Buy
23,497
+2,932
+14% +$18K ﹤0.01% 1086
2023
Q3 		$141K Buy
20,565
+9,615
+88% +$81.3K ﹤0.01% 1025
2023
Q2 		$88.4K Buy
+10,950
New +$81K ﹤0.01% 1019

Other funds holding EPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
WealthTrust Axiom Wayne, Pennsylvania $406M AUM 40.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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 $2.9T AUM 29.55% 1-Year Est. Return