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BFC Planning, Inc.’s Evolution Petroleum EPM Stock Holding History

BFC Planning, Inc.’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 		$1.38K Hold
375
– – ﹤0.01% 3079
2026
Q1 		$1.72K Hold
375
– – ﹤0.01% 2631
2025
Q4 		$1.33K Hold
375
– – ﹤0.01% 2737
2025
Q3 		$1.81K Hold
375
– – ﹤0.01% 2508
2025
Q2 		$1.76K Sell
375
-1,200
-76% -$5.44K ﹤0.01% 2332
2025
Q1 		$8.16K Sell
1,575
-315
-17% -$1.64K ﹤0.01% 1851
2024
Q4 		$9.9K Buy
+1,890
New +$10.3K ﹤0.01% 1768

Other funds holding EPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
WealthTrust Axiom Wayne, Pennsylvania $429M AUM 35.79% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 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 $1.92T AUM 36.1% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BFC Planning, Inc.'s EPM Position: Q2 2026 in Review

BFC Planning, Inc. held its Evolution Petroleum (EPM) position steady in Q2 2026 at 375 shares worth $1.38K. The position accounts for ﹤0.01% of the portfolio, ranked #3079.

BFC Planning, Inc. first reported a position in EPM in Q4 2024 and has held it in 7 quarters since. The position peaked at $9.9K in Q4 2024. 118 funds tracked by Wall St. Rank hold EPM as of Q2 2026.

  • BFC Planning, Inc. held 375 shares of Evolution Petroleum worth $1.38K as of Q2 2026.
  • BFC Planning, Inc. left its Evolution Petroleum share count unchanged in Q2 2026.
  • Evolution Petroleum made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #3079 holding.
  • BFC Planning, Inc. first reported a position in Evolution Petroleum in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s Evolution Petroleum position peaked at $9.9K in Q4 2024.
  • 118 funds tracked by Wall St. Rank held Evolution Petroleum as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.