EI
EPM icon

Ethic Inc’s Evolution Petroleum EPM Stock Holding History

Ethic Inc’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 		$138K Sell
37,539
-40,786
-52% -$178K ﹤0.01% 1304
2026
Q1 		$359K Sell
78,325
-31,518
-29% -$131K 0.01% 980
2025
Q4 		$389K Sell
109,843
-7,147
-6% -$30.2K 0.01% 927
2025
Q3 		$564K Buy
116,990
+19,666
+20% +$98K 0.01% 797
2025
Q2 		$480K Sell
97,324
-42,876
-31% -$194K 0.01% 828
2025
Q1 		$718K Buy
140,200
+12,937
+10% +$67.5K 0.01% 676
2024
Q4 		$666K Buy
127,263
+27,714
+28% +$152K 0.01% 708
2024
Q3 		$611K Sell
99,549
-8,451
-8% -$44.6K 0.02% 713
2024
Q2 		$569K Buy
108,000
+8,451
+8% +$47.4K 0.01% 731
2024
Q1 		$611K Buy
99,549
+64,584
+185% +$371K 0.02% 711
2023
Q4 		$203K Sell
34,965
-8,898
-20% -$54.5K 0.01% 980
2023
Q3 		$300K Buy
43,863
+23,087
+111% +$195K 0.01% 813
2023
Q2 		$168K Buy
20,776
+4,310
+26% +$31.9K 0.01% 919
2023
Q1 		$104K Buy
16,466
+1,879
+13% +$12K ﹤0.01% 925
2022
Q4 		$110K Sell
14,587
-1,601
-10% -$12K 0.01% 867
2022
Q3 		$113K Sell
16,188
-39
-0.2% -$257 0.01% 763
2022
Q2 		$89K Buy
+16,227
New +$109K 0.01% 737
2022
Q1 		– Sell
-19,898
Closed -$100K – 756
2021
Q4 		$100K Sell
19,898
-432
-2% -$2.39K 0.01% 641
2021
Q3 		$115K Sell
20,330
-2,254
-10% -$10.1K 0.01% 597
2021
Q2 		$112K Buy
22,584
+5,279
+31% +$20.7K 0.01% 556
2021
Q1 		$58K Buy
17,305
+5,845
+51% +$20.1K 0.01% 482
2020
Q4 		$33K Sell
11,460
-9,861
-46% -$25K 0.01% 416
2020
Q3 		$48K Buy
+21,321
New +$56.7K 0.02% 341

Other funds holding EPM

CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AHL
Abel Hall LLC Baton Rouge, Louisiana $579M AUM 54.21% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Ethic Inc's EPM Position: Q2 2026 in Review

Ethic Inc reduced its Evolution Petroleum (EPM) stake by 52% in Q2 2026, selling an estimated $178K and leaving 37,539 shares worth $138K. The position accounts for ﹤0.01% of the portfolio, ranked #1304.

Ethic Inc first reported a position in EPM in Q3 2020 and has held it in 23 quarters since. The position peaked at $718K in Q1 2025. 27 funds tracked by Wall St. Rank hold EPM as of Q2 2026.

  • Ethic Inc held 37,539 shares of Evolution Petroleum worth $138K as of Q2 2026.
  • Ethic Inc sold 40,786 Evolution Petroleum shares in Q2 2026, an estimated $178K.
  • Evolution Petroleum made up ﹤0.01% of Ethic Inc's portfolio in Q2 2026, its #1304 holding.
  • Ethic Inc first reported a position in Evolution Petroleum in Q3 2020 and has held it in 23 quarters since.
  • Ethic Inc's Evolution Petroleum position peaked at $718K in Q1 2025.
  • 27 funds tracked by Wall St. Rank held Evolution Petroleum as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.