EP
EPM icon

Essential Partners’s Evolution Petroleum EPM Stock Holding History

Essential Partners’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
Q3 		$1.45K Sell
409
-189
-32% -$694 ﹤0.01% 2043
2026
Q2 		$2.2K Buy
598
+502
+523% +$2.19K ﹤0.01% 1937
2026
Q1 		$440 Buy
96
+33
+52% +$137 ﹤0.01% 2470
2025
Q4 		$223 Sell
63
-428
-87% -$1.81K ﹤0.01% 2411
2025
Q3 		$2.37K Buy
491
+478
+3,677% +$2.38K ﹤0.01% 1738
2025
Q2 		$61 Buy
+13
New +$59 ﹤0.01% 2128

Other funds holding EPM

CP
Castleview Partners Dallas, Texas $228M AUM 13.32% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
MAFA
MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return

Essential Partners's EPM Position: Q3 2026 in Review

Essential Partners reduced its Evolution Petroleum (EPM) stake by 32% in Q3 2026, selling an estimated $694 and leaving 409 shares worth $1.45K. The position accounts for ﹤0.01% of the portfolio, ranked #2043.

Essential Partners first reported a position in EPM in Q2 2025 and has held it in 6 quarters since. The position peaked at $2.37K in Q3 2025. 7 funds tracked by Wall St. Rank hold EPM as of Q3 2026.

  • Essential Partners held 409 shares of Evolution Petroleum worth $1.45K as of Q3 2026.
  • Essential Partners sold 189 Evolution Petroleum shares in Q3 2026, an estimated $694.
  • Evolution Petroleum made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2043 holding.
  • Essential Partners first reported a position in Evolution Petroleum in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Evolution Petroleum position peaked at $2.37K in Q3 2025.
  • 7 funds tracked by Wall St. Rank held Evolution Petroleum as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.