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
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

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

LPL Financial's EPM Position: Q2 2026 in Review

LPL Financial sold out of Evolution Petroleum (EPM) in Q2 2026, closing a stake of 11,735 shares — an estimated $53.7K sold.

LPL Financial first reported a position in EPM in Q3 2014 and held it in 26 quarters. The position peaked at $824K in Q2 2023. 118 funds tracked by Wall St. Rank hold EPM as of Q2 2026.

  • LPL Financial reported no remaining Evolution Petroleum position as of Q2 2026 after selling out during the quarter.
  • LPL Financial sold 11,735 Evolution Petroleum shares in Q2 2026, an estimated $53.7K.
  • LPL Financial first reported a position in Evolution Petroleum in Q3 2014 and held it in 26 quarters.
  • LPL Financial's Evolution Petroleum position peaked at $824K in Q2 2023.
  • 118 funds tracked by Wall St. Rank held Evolution Petroleum as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.