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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
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

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