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 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

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

RFA

Castleview Partners Dallas, Texas $228M AUM 19.85% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

GSWM

Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return

Farther Finance Advisors's EPM Position: Q2 2026 in Review

Farther Finance Advisors increased its Evolution Petroleum (EPM) stake by 56% in Q2 2026, buying an estimated $512 and bringing the position to 325 shares worth $1.2K. The position accounts for ﹤0.01% of the portfolio, ranked #5323.

Farther Finance Advisors first reported a position in EPM in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.66K in Q2 2023. 14 funds tracked by Wall St. Rank hold EPM as of Q2 2026.

Farther Finance Advisors held 325 shares of Evolution Petroleum worth $1.2K as of Q2 2026.
Farther Finance Advisors bought 117 Evolution Petroleum shares in Q2 2026, an estimated $512.
Evolution Petroleum made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #5323 holding.
Farther Finance Advisors first reported a position in Evolution Petroleum in Q4 2022 and has held it in 15 quarters since.
Farther Finance Advisors's Evolution Petroleum position peaked at $1.66K in Q2 2023.
14 funds tracked by Wall St. Rank held Evolution Petroleum as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.