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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

WealthTrust Axiom Wayne, Pennsylvania $448M AUM 50.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

IFP Advisors's EPM Position: Q2 2026 in Review

IFP Advisors increased its Evolution Petroleum (EPM) stake by 3,150% in Q2 2026, buying an estimated $275 and bringing the position to 65 shares worth $239. The position accounts for ﹤0.01% of the portfolio, ranked #4827.

IFP Advisors first reported a position in EPM in Q4 2015 and has held it in 12 quarters since. The position peaked at $50K in Q4 2016. 117 funds tracked by Wall St. Rank hold EPM as of Q2 2026.

IFP Advisors held 65 shares of Evolution Petroleum worth $239 as of Q2 2026.
IFP Advisors bought 63 Evolution Petroleum shares in Q2 2026, an estimated $275.
Evolution Petroleum made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #4827 holding.
IFP Advisors first reported a position in Evolution Petroleum in Q4 2015 and has held it in 12 quarters since.
IFP Advisors's Evolution Petroleum position peaked at $50K in Q4 2016.
117 funds tracked by Wall St. Rank held Evolution Petroleum as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.