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Jones Financial Companies’s
Evolution Petroleum
EPM
Stock Holding History
Jones Financial Companies’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
$6.39K
Hold
1,371
–
–
﹤0.01%
3754
2025
Q4
$4.85K
Hold
1,371
–
–
﹤0.01%
3521
2025
Q3
$6.83K
Hold
1,371
–
–
﹤0.01%
3234
2025
Q2
$6.76K
Buy
1,371
+1,171
+586%
+$5.31K
﹤0.01%
3026
2025
Q1
$1.02K
Hold
200
–
–
﹤0.01%
3397
2024
Q4
$1.05K
Hold
200
–
–
﹤0.01%
3132
2024
Q3
$1.07K
Buy
+200
New
+$1.05K
﹤0.01%
2798
Other funds holding EPM
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
WA
WealthTrust Axiom
Wayne, Pennsylvania
$406M AUM
40.44%
1-Year Est. Return
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
Kansas City, Missouri
$194B AUM
35%
1-Year Est. Return
Raymond James Financial
St Petersburg, Florida
$324B AUM
22.36%
1-Year Est. Return
Renaissance Technologies
New York
$63.9B AUM
45.56%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
CAMG
CWA Asset Management Group
Naples, Florida
$3.25B AUM
34.07%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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