Independent Financial Group
EPM icon

Independent Financial Group’s Evolution Petroleum EPM Stock Holding History

Independent Financial Group’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
2023
Q2 		– Sell
-19,200
Closed -$121K – 890
2023
Q1 		$121K Buy
+19,200
New +$123K 0.01% 800

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Independent Financial Group's EPM Position: Q2 2023 in Review

Independent Financial Group sold out of Evolution Petroleum (EPM) in Q2 2023, closing a stake of 19,200 shares — an estimated $121K sold.

Independent Financial Group first reported a position in EPM in Q1 2023 and held it in 1 quarter. The position peaked at $121K in Q1 2023. 113 funds tracked by Wall St. Rank hold EPM as of Q2 2023.

  • Independent Financial Group reported no remaining Evolution Petroleum position as of Q2 2023 after selling out during the quarter.
  • Independent Financial Group sold 19,200 Evolution Petroleum shares in Q2 2023, an estimated $121K.
  • Independent Financial Group first reported a position in Evolution Petroleum in Q1 2023 and held it in 1 quarter.
  • Independent Financial Group's Evolution Petroleum position peaked at $121K in Q1 2023.
  • 113 funds tracked by Wall St. Rank held Evolution Petroleum as of Q2 2023.

Based on Independent Financial Group's 13F filing for Q2 2023, filed 12 Jun 2026.