LPL Financial
EPM icon

LPL Financial’s Evolution Petroleum EPM Stock Holding History

LPL Financial’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
Q3 		$35.8K Buy
+10,119
New +$37.2K ﹤0.01% 6155
2026
Q2 		– Sell
-11,735
Closed -$53.7K – 6249
2026
Q1 		$53.7K Buy
11,735
+443
+4% +$1.84K ﹤0.01% 5772
2025
Q4 		$40K Sell
11,292
-3,453
-23% -$14.6K ﹤0.01% 5729
2025
Q3 		$71.1K Sell
14,745
-223
-1% -$1.11K ﹤0.01% 5580
2025
Q2 		$70.3K Buy
14,968
+40
+0.3% +$181 ﹤0.01% 5319
2025
Q1 		$77.3K Sell
14,928
-920
-6% -$4.8K ﹤0.01% 5091
2024
Q4 		$82.9K Buy
15,848
+4,955
+45% +$27.1K ﹤0.01% 5025
2024
Q3 		$57.8K Sell
10,893
-972
-8% -$5.13K ﹤0.01% 4980
2024
Q2 		$62.5K Buy
11,865
+591
+5% +$3.32K ﹤0.01% 4814
2024
Q1 		$69.2K Sell
11,274
-2,023
-15% -$11.6K ﹤0.01% 4731
2023
Q4 		$77.3K Sell
13,297
-65,386
-83% -$400K ﹤0.01% 4593
2023
Q3 		$538K Sell
78,683
-23,365
-23% -$198K ﹤0.01% 3434
2023
Q2 		$824K Buy
102,048
+10,352
+11% +$76.6K ﹤0.01% 3013
2023
Q1 		$579K Sell
91,696
-1,982
-2% -$12.7K ﹤0.01% 3202
2022
Q4 		$707K Buy
93,678
+451
+0.5% +$3.39K ﹤0.01% 2934
2022
Q3 		$649K Buy
93,227
+81,977
+729% +$540K ﹤0.01% 2912
2022
Q2 		$61K Buy
+11,250
New +$75.7K ﹤0.01% 4208
2019
Q3 		– Sell
-18,802
Closed -$134K – 3310
2019
Q2 		$134K Buy
18,802
+20
+0.1% +$135 ﹤0.01% 3119
2019
Q1 		$127K Sell
18,782
-916
-5% -$6.67K ﹤0.01% 3039
2018
Q4 		$134K Buy
+19,698
New +$185K ﹤0.01% 2915
2016
Q2 		– Sell
-29,377
Closed -$141K – 2718
2016
Q1 		$141K Sell
29,377
-264
-0.9% -$1.19K ﹤0.01% 2881
2015
Q4 		$140K Buy
29,641
+12,884
+77% +$78.1K ﹤0.01% 2923
2015
Q3 		$102K Buy
16,757
+750
+5% +$4.16K ﹤0.01% 2646
2015
Q2 		$96K Buy
16,007
+1,477
+10% +$10.1K ﹤0.01% 2756
2015
Q1 		$86K Buy
14,530
+2,217
+18% +$14.9K ﹤0.01% 2688
2014
Q4 		$91K Buy
12,313
+1,128
+10% +$9.46K ﹤0.01% 2640
2014
Q3 		$102K Buy
+11,185
New +$116K ﹤0.01% 2601

Other funds holding EPM

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Register Financial Advisors
Register Financial Advisors Atlanta, Georgia $320M AUM 31.84% 1-Year Est. Return
North Star Investment Management
North Star Investment Management Chicago, Illinois $1.85B AUM 21.53% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Castleview Partners
Castleview Partners Dallas, Texas $228M AUM 13.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Advisor OS
Advisor OS Chicago, Illinois $1.52B AUM 15.68% 1-Year Est. Return

LPL Financial's EPM Position: Q3 2026 in Review

LPL Financial opened a new position in Evolution Petroleum (EPM) in Q3 2026: 10,119 shares worth $35.8K. The stake represents ﹤0.01% of the portfolio and ranks #6155 among its holdings. This is a return to the name: LPL Financial previously reported a position in EPM as recently as Q1 2026.

LPL Financial first reported a position in EPM in Q3 2014 and has held it in 27 quarters since. The position peaked at $824K in Q2 2023. 44 funds tracked by Wall St. Rank hold EPM as of Q3 2026.

  • LPL Financial held 10,119 shares of Evolution Petroleum worth $35.8K as of Q3 2026.
  • Evolution Petroleum was a new LPL Financial position in Q3 2026.
  • Evolution Petroleum made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #6155 holding.
  • LPL Financial first reported a position in Evolution Petroleum in Q3 2014 and has held it in 27 quarters since.
  • LPL Financial's Evolution Petroleum position peaked at $824K in Q2 2023.
  • 44 funds tracked by Wall St. Rank held Evolution Petroleum as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.