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Financial Network Wealth Advisors’s Evolution Petroleum EPM Stock Holding History

Financial Network 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 		– Sell
-184
Closed -$651 – 818
2025
Q4 		$651 Hold
184
– – ﹤0.01% 828
2025
Q3 		$887 Hold
184
– – ﹤0.01% 807
2025
Q2 		$865 Hold
184
– – ﹤0.01% 795
2025
Q1 		$953 Buy
+184
New +$960 ﹤0.01% 716

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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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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 $3.37T AUM 44.26% 1-Year Est. Return

Financial Network Wealth Advisors's EPM Position: Q1 2026 in Review

Financial Network Wealth Advisors sold out of Evolution Petroleum (EPM) in Q1 2026, closing a stake of 184 shares — an estimated $651 sold.

Financial Network Wealth Advisors first reported a position in EPM in Q1 2025 and held it in 4 quarters. The position peaked at $953 in Q1 2025. 122 funds tracked by Wall St. Rank hold EPM as of Q1 2026.

  • Financial Network Wealth Advisors reported no remaining Evolution Petroleum position as of Q1 2026 after selling out during the quarter.
  • Financial Network Wealth Advisors sold 184 Evolution Petroleum shares in Q1 2026, an estimated $651.
  • Financial Network Wealth Advisors first reported a position in Evolution Petroleum in Q1 2025 and held it in 4 quarters.
  • Financial Network Wealth Advisors's Evolution Petroleum position peaked at $953 in Q1 2025.
  • 122 funds tracked by Wall St. Rank held Evolution Petroleum as of Q1 2026.

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