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
Q2 		$36.8K Hold
10,000
– – ﹤0.01% 1788
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 $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
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Equitable Holdings's EPM Position: Q2 2026 in Review

Equitable Holdings held its Evolution Petroleum (EPM) position steady in Q2 2026 at 10,000 shares worth $36.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1788.

Equitable Holdings first reported a position in EPM in Q2 2023 and has held it in 12 quarters since. The position peaked at $144K in Q1 2024. 118 funds tracked by Wall St. Rank hold EPM as of Q2 2026.

  • Equitable Holdings held 10,000 shares of Evolution Petroleum worth $36.8K as of Q2 2026.
  • Equitable Holdings left its Evolution Petroleum share count unchanged in Q2 2026.
  • Evolution Petroleum made up ﹤0.01% of Equitable Holdings's portfolio in Q2 2026, its #1788 holding.
  • Equitable Holdings first reported a position in Evolution Petroleum in Q2 2023 and has held it in 12 quarters since.
  • Equitable Holdings's Evolution Petroleum position peaked at $144K in Q1 2024.
  • 118 funds tracked by Wall St. Rank held Evolution Petroleum as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.