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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
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

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

Essential Partners's EPM Position: Q2 2026 in Review

Essential Partners increased its Evolution Petroleum (EPM) stake by 523% in Q2 2026, buying an estimated $2.19K and bringing the position to 598 shares worth $2.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1937.

Essential Partners first reported a position in EPM in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.37K in Q3 2025. 118 funds tracked by Wall St. Rank hold EPM as of Q2 2026.

  • Essential Partners held 598 shares of Evolution Petroleum worth $2.2K as of Q2 2026.
  • Essential Partners bought 502 Evolution Petroleum shares in Q2 2026, an estimated $2.19K.
  • Evolution Petroleum made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #1937 holding.
  • Essential Partners first reported a position in Evolution Petroleum in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's Evolution Petroleum position peaked at $2.37K in Q3 2025.
  • 118 funds tracked by Wall St. Rank held Evolution Petroleum as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.