Farther Finance Advisors
EPM icon

Farther Finance Advisors’s Evolution Petroleum EPM Stock Holding History

Farther Finance 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
Q3 		$1.53K Buy
431
+106
+33% +$389 ﹤0.01% 5472
2026
Q2 		$1.2K Buy
325
+117
+56% +$512 ﹤0.01% 5323
2026
Q1 		$909 Buy
208
+2
+1% +$8 ﹤0.01% 5135
2025
Q4 		$729 Sell
206
-56
-21% -$236 ﹤0.01% 4979
2025
Q3 		$1.26K Buy
262
+56
+27% +$279 ﹤0.01% 4299
2025
Q2 		$968 Hold
206
– – ﹤0.01% 3908
2025
Q1 		$1.05K Hold
206
– – ﹤0.01% 3597
2024
Q4 		$1.08K Hold
206
– – ﹤0.01% 3225
2024
Q3 		$1.09K Sell
206
-33
-14% -$174 ﹤0.01% 3217
2024
Q2 		$1.28K Buy
239
+6
+3% +$34 ﹤0.01% 2975
2024
Q1 		$1.42K Buy
233
+24
+11% +$138 ﹤0.01% 2639
2023
Q4 		$1.21K Buy
209
+3
+1% +$18 ﹤0.01% 2643
2023
Q3 		$1.41K Hold
206
– – ﹤0.01% 1977
2023
Q2 		$1.66K Hold
206
– – ﹤0.01% 1825
2023
Q1 		$1.3K Hold
206
– – ﹤0.01% 1780
2022
Q4 		$1.55K Buy
+206
New +$1.55K ﹤0.01% 1530

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
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 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

Farther Finance Advisors's EPM Position: Q3 2026 in Review

Farther Finance Advisors increased its Evolution Petroleum (EPM) stake by 33% in Q3 2026, buying an estimated $389 and bringing the position to 431 shares worth $1.53K. The position accounts for ﹤0.01% of the portfolio, ranked #5472.

Farther Finance Advisors first reported a position in EPM in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.66K in Q2 2023. 7 funds tracked by Wall St. Rank hold EPM as of Q3 2026.

  • Farther Finance Advisors held 431 shares of Evolution Petroleum worth $1.53K as of Q3 2026.
  • Farther Finance Advisors bought 106 Evolution Petroleum shares in Q3 2026, an estimated $389.
  • Evolution Petroleum made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #5472 holding.
  • Farther Finance Advisors first reported a position in Evolution Petroleum in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's Evolution Petroleum position peaked at $1.66K in Q2 2023.
  • 7 funds tracked by Wall St. Rank held Evolution Petroleum as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.