EWA
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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
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 $5.72T AUM 30.48% 1-Year Est. Return
WA
WealthTrust Axiom Wayne, Pennsylvania $406M AUM 40.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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 $2.9T AUM 29.55% 1-Year Est. Return

EverSource Wealth Advisors's EPM Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Evolution Petroleum (EPM) stake by 933% in Q1 2026, buying an estimated $466 and bringing the position to 124 shares worth $569. The position accounts for ﹤0.01% of the portfolio, ranked #4040.

EverSource Wealth Advisors first reported a position in EPM in Q4 2024 and has held it in 6 quarters since. The position peaked at $12K in Q1 2025. 121 funds tracked by Wall St. Rank hold EPM as of Q1 2026.

  • EverSource Wealth Advisors held 124 shares of Evolution Petroleum worth $569 as of Q1 2026.
  • EverSource Wealth Advisors bought 112 Evolution Petroleum shares in Q1 2026, an estimated $466.
  • Evolution Petroleum made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #4040 holding.
  • EverSource Wealth Advisors first reported a position in Evolution Petroleum in Q4 2024 and has held it in 6 quarters since.
  • EverSource Wealth Advisors's Evolution Petroleum position peaked at $12K in Q1 2025.
  • 121 funds tracked by Wall St. Rank held Evolution Petroleum as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.