IFP Advisors’s Evolution Petroleum EPM Stock Holding History

IFP 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 Q3	–	Sell	-65	Closed	-$239	–	5287
2026 Q2	$239	Buy	65 +63	+3,150%	+$275	﹤0.01%	4827
2026 Q1	$9	Sell	2 -57	-97%	-$237	﹤0.01%	4969
2025 Q4	$209	Sell	59 -17	-22%	-$72	﹤0.01%	4475
2025 Q3	$366	Sell	76 -3,085	-98%	-$15.4K	﹤0.01%	4257
2025 Q2	$15.6K	Buy	+3,161	New	+$14.3K	﹤0.01%	2673
2017 Q4	–	Sell	-5,000	Closed	-$36K	–	3880
2017 Q3	$36K	Hold	5,000	–	–	﹤0.01%	2202
2017 Q2	$40K	Hold	5,000	–	–	﹤0.01%	2112
2017 Q1	$40K	Hold	5,000	–	–	﹤0.01%	2053
2016 Q4	$50K	Hold	5,000	–	–	﹤0.01%	1883
2016 Q3	$31K	Hold	5,000	–	–	﹤0.01%	2126
2016 Q2	$27K	Buy	+5,000	New	+$27K	﹤0.01%	2147
2016 Q1	–	Sell	-5,000	Closed	-$24K	–	2663
2015 Q4	$24K	Buy	+5,000	New	+$30.3K	﹤0.01%	2053

Other funds holding EPM

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

North Star Investment Management Chicago, Illinois $1.85B AUM 21.53% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Castleview Partners Dallas, Texas $228M AUM 13.32% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Advisor OS Chicago, Illinois $1.52B AUM 15.68% 1-Year Est. Return

IFP Advisors's EPM Position: Q3 2026 in Review

IFP Advisors sold out of Evolution Petroleum (EPM) in Q3 2026, closing a stake of 65 shares — an estimated $239 sold.

IFP Advisors first reported a position in EPM in Q4 2015 and held it in 12 quarters. The position peaked at $50K in Q4 2016. 44 funds tracked by Wall St. Rank hold EPM as of Q3 2026.

IFP Advisors reported no remaining Evolution Petroleum position as of Q3 2026 after selling out during the quarter.
IFP Advisors sold 65 Evolution Petroleum shares in Q3 2026, an estimated $239.
IFP Advisors first reported a position in Evolution Petroleum in Q4 2015 and held it in 12 quarters.
IFP Advisors's Evolution Petroleum position peaked at $50K in Q4 2016.
44 funds tracked by Wall St. Rank held Evolution Petroleum as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.