EverSource Wealth Advisors
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EverSource Wealth Advisors’s Evolution Petroleum EPM Stock Holding History

EverSource Wealth Advisors’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 		$1.82K Buy
494
+370
+298% +$1.62K ﹤0.01% 3761
2026
Q1 		$569 Buy
124
+112
+933% +$466 ﹤0.01% 4040
2025
Q4 		$42 Sell
12
-120
-91% -$506 ﹤0.01% 4183
2025
Q3 		$636 Buy
132
+123
+1,367% +$613 ﹤0.01% 3877
2025
Q2 		$42 Sell
9
-2,307
-100% -$10.5K ﹤0.01% 4203
2025
Q1 		$12K Buy
2,316
+1,846
+393% +$9.63K ﹤0.01% 2011
2024
Q4 		$2.46K Buy
+470
New +$2.57K ﹤0.01% 2640

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
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

EverSource Wealth Advisors's EPM Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Evolution Petroleum (EPM) stake by 298% in Q2 2026, buying an estimated $1.62K and bringing the position to 494 shares worth $1.82K. The position accounts for ﹤0.01% of the portfolio, ranked #3761.

EverSource Wealth Advisors first reported a position in EPM in Q4 2024 and has held it in 7 quarters since. The position peaked at $12K in Q1 2025. 117 funds tracked by Wall St. Rank hold EPM as of Q2 2026.

  • EverSource Wealth Advisors held 494 shares of Evolution Petroleum worth $1.82K as of Q2 2026.
  • EverSource Wealth Advisors bought 370 Evolution Petroleum shares in Q2 2026, an estimated $1.62K.
  • Evolution Petroleum made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3761 holding.
  • EverSource Wealth Advisors first reported a position in Evolution Petroleum in Q4 2024 and has held it in 7 quarters since.
  • EverSource Wealth Advisors's Evolution Petroleum position peaked at $12K in Q1 2025.
  • 117 funds tracked by Wall St. Rank held Evolution Petroleum as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.