GI
EPM icon

GAMMA Investing’s Evolution Petroleum EPM Stock Holding History

GAMMA Investing’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 		$4.5K Sell
1,222
-35
-3% -$153 ﹤0.01% 3512
2026
Q1 		$5.76K Buy
1,257
+854
+212% +$3.55K ﹤0.01% 3315
2025
Q4 		$1.43K Buy
403
+265
+192% +$1.12K ﹤0.01% 3698
2025
Q3 		$665 Buy
+138
New +$688 ﹤0.01% 3680
2025
Q2 		– Sell
-533
Closed -$2.76K – 3813
2025
Q1 		$2.76K Sell
533
-161
-23% -$840 ﹤0.01% 3309
2024
Q4 		$3.63K Buy
694
+662
+2,069% +$3.62K ﹤0.01% 3033
2024
Q3 		$170 Sell
32
-236
-88% -$1.25K ﹤0.01% 3519
2024
Q2 		$1.41K Buy
268
+217
+425% +$1.22K ﹤0.01% 2976
2024
Q1 		$313 Sell
51
-68
-57% -$391 ﹤0.01% 3172
2023
Q4 		$668 Buy
+119
New +$729 ﹤0.01% 2897

Other funds holding EPM

CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
RFA
Register Financial Advisors Atlanta, Georgia $326M AUM 48.38% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $228M AUM 19.85% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 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
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

GAMMA Investing's EPM Position: Q2 2026 in Review

GAMMA Investing reduced its Evolution Petroleum (EPM) stake by 2.8% in Q2 2026, selling an estimated $153 and leaving 1,222 shares worth $4.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3512.

GAMMA Investing first reported a position in EPM in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.76K in Q1 2026. 12 funds tracked by Wall St. Rank hold EPM as of Q2 2026.

  • GAMMA Investing held 1,222 shares of Evolution Petroleum worth $4.5K as of Q2 2026.
  • GAMMA Investing sold 35 Evolution Petroleum shares in Q2 2026, an estimated $153.
  • Evolution Petroleum made up ﹤0.01% of GAMMA Investing's portfolio in Q2 2026, its #3512 holding.
  • GAMMA Investing first reported a position in Evolution Petroleum in Q4 2023 and has held it in 10 quarters since.
  • GAMMA Investing's Evolution Petroleum position peaked at $5.76K in Q1 2026.
  • 12 funds tracked by Wall St. Rank held Evolution Petroleum as of Q2 2026.

Based on GAMMA Investing's 13F filing for Q2 2026, filed 7 Jul 2026.