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Larson Financial Group’s Evolution Petroleum EPM Stock Holding History

Larson 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
2026
Q2 		$1.1K Buy
+298
New +$1.3K ﹤0.01% 3280
2025
Q4 		– Sell
-1,000
Closed -$4.82K – 3519
2025
Q3 		$4.82K Hold
1,000
– – ﹤0.01% 2365
2025
Q2 		$4.7K Hold
1,000
– – ﹤0.01% 2093
2025
Q1 		$5.18K Hold
1,000
– – ﹤0.01% 1877
2024
Q4 		$5.23K Buy
+1,000
New +$5.47K ﹤0.01% 1654

Other funds holding EPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
WealthTrust Axiom Wayne, Pennsylvania $448M AUM 50.36% 1-Year Est. Return
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
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Larson Financial Group's EPM Position: Q2 2026 in Review

Larson Financial Group opened a new position in Evolution Petroleum (EPM) in Q2 2026: 298 shares worth $1.1K. The stake represents ﹤0.01% of the portfolio and ranks #3280 among its holdings. This is a return to the name: Larson Financial Group previously reported a position in EPM as recently as Q3 2025.

Larson Financial Group first reported a position in EPM in Q4 2024 and has held it in 5 quarters since. The position peaked at $5.23K in Q4 2024. 117 funds tracked by Wall St. Rank hold EPM as of Q2 2026.

  • Larson Financial Group held 298 shares of Evolution Petroleum worth $1.1K as of Q2 2026.
  • Evolution Petroleum was a new Larson Financial Group position in Q2 2026.
  • Evolution Petroleum made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #3280 holding.
  • Larson Financial Group first reported a position in Evolution Petroleum in Q4 2024 and has held it in 5 quarters since.
  • Larson Financial Group's Evolution Petroleum position peaked at $5.23K in Q4 2024.
  • 117 funds tracked by Wall St. Rank held Evolution Petroleum as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.