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Kathmere Capital Management’s Evolution Petroleum EPM Stock Holding History

Kathmere Capital Management’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 		– Sell
-11,161
Closed -$51.1K – 693
2026
Q1 		$51.1K Buy
+11,161
New +$46.5K ﹤0.01% 619
2025
Q4 		– Sell
-12,431
Closed -$59.9K – 580
2025
Q3 		$59.9K Buy
+12,431
New +$62K ﹤0.01% 519

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WA
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Kathmere Capital Management's EPM Position: Q2 2026 in Review

Kathmere Capital Management sold out of Evolution Petroleum (EPM) in Q2 2026, closing a stake of 11,161 shares — an estimated $51.1K sold.

Kathmere Capital Management first reported a position in EPM in Q3 2025 and held it in 2 quarters. The position peaked at $59.9K in Q3 2025. 117 funds tracked by Wall St. Rank hold EPM as of Q2 2026.

  • Kathmere Capital Management reported no remaining Evolution Petroleum position as of Q2 2026 after selling out during the quarter.
  • Kathmere Capital Management sold 11,161 Evolution Petroleum shares in Q2 2026, an estimated $51.1K.
  • Kathmere Capital Management first reported a position in Evolution Petroleum in Q3 2025 and held it in 2 quarters.
  • Kathmere Capital Management's Evolution Petroleum position peaked at $59.9K in Q3 2025.
  • 117 funds tracked by Wall St. Rank held Evolution Petroleum as of Q2 2026.

Based on Kathmere Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.