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HRT Financial’s Evolution Petroleum EPM Stock Holding History

HRT Financial’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
-21,977
Closed -$77K – 4036
2025
Q4 		$77K Buy
+21,977
New +$92.7K ﹤0.01% 2822
2025
Q1 		– Sell
-13,664
Closed -$71K – 2726
2024
Q4 		$71K Buy
+13,664
New +$74.8K ﹤0.01% 2079
2024
Q3 		– Sell
-16,247
Closed -$85K – 2617
2024
Q2 		$85K Buy
+16,247
New +$91.2K ﹤0.01% 1782
2023
Q2 		– Sell
-81,155
Closed -$512K – 2667
2023
Q1 		$512K Buy
+81,155
New +$520K 0.01% 1363
2022
Q4 		– Sell
-23,315
Closed -$162K – 2637
2022
Q3 		$162K Buy
+23,315
New +$154K ﹤0.01% 2272
2021
Q4 		– Sell
-72,047
Closed -$409K – 3402
2021
Q3 		$409K Sell
72,047
-34,012
-32% -$152K ﹤0.01% 2190
2021
Q2 		$526K Buy
+106,059
New +$417K ﹤0.01% 1716
2019
Q4 		– Sell
-14,240
Closed -$83K – 1281
2019
Q3 		$83K Buy
+14,240
New +$87K ﹤0.01% 1259

Other funds holding EPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
WealthTrust Axiom Wayne, Pennsylvania $406M AUM 40.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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 $2.9T AUM 29.55% 1-Year Est. Return

HRT Financial's EPM Position: Q1 2026 in Review

HRT Financial sold out of Evolution Petroleum (EPM) in Q1 2026, closing a stake of 21,977 shares — an estimated $77K sold.

HRT Financial first reported a position in EPM in Q3 2019 and held it in 8 quarters. The position peaked at $526K in Q2 2021. 121 funds tracked by Wall St. Rank hold EPM as of Q1 2026.

  • HRT Financial reported no remaining Evolution Petroleum position as of Q1 2026 after selling out during the quarter.
  • HRT Financial sold 21,977 Evolution Petroleum shares in Q1 2026, an estimated $77K.
  • HRT Financial first reported a position in Evolution Petroleum in Q3 2019 and held it in 8 quarters.
  • HRT Financial's Evolution Petroleum position peaked at $526K in Q2 2021.
  • 121 funds tracked by Wall St. Rank held Evolution Petroleum as of Q1 2026.

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