GAMMA Investing
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
Q3 		$21.3K Buy
6,016
+4,794
+392% +$17.6K ﹤0.01% 2912
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

CP
Castleview Partners Dallas, Texas $228M AUM 13.32% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 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

GAMMA Investing's EPM Position: Q3 2026 in Review

GAMMA Investing increased its Evolution Petroleum (EPM) stake by 392% in Q3 2026, buying an estimated $17.6K and bringing the position to 6,016 shares worth $21.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2912.

GAMMA Investing first reported a position in EPM in Q4 2023 and has held it in 11 quarters since. 7 funds tracked by Wall St. Rank hold EPM as of Q3 2026.

  • GAMMA Investing held 6,016 shares of Evolution Petroleum worth $21.3K as of Q3 2026.
  • GAMMA Investing bought 4,794 Evolution Petroleum shares in Q3 2026, an estimated $17.6K.
  • Evolution Petroleum made up ﹤0.01% of GAMMA Investing's portfolio in Q3 2026, its #2912 holding.
  • GAMMA Investing first reported a position in Evolution Petroleum in Q4 2023 and has held it in 11 quarters since.
  • 7 funds tracked by Wall St. Rank held Evolution Petroleum as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.