MAI Capital Management’s Evolution Petroleum EPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
– Sell
-6
Closed -$28 – 2854
2026
Q1
$28 Buy
+6
New +$25 ﹤0.01% 4928

Other funds holding EPM

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

MAI Capital Management sold out of Evolution Petroleum (EPM) in Q2 2026, closing a stake of 6 shares — an estimated $28 sold.

MAI Capital Management first reported a position in EPM in Q1 2026 and held it in 1 quarter. The position peaked at $28 in Q1 2026. 117 funds tracked by Wall St. Rank hold EPM as of Q2 2026.

  • MAI Capital Management reported no remaining Evolution Petroleum position as of Q2 2026 after selling out during the quarter.
  • MAI Capital Management sold 6 Evolution Petroleum shares in Q2 2026, an estimated $28.
  • MAI Capital Management first reported a position in Evolution Petroleum in Q1 2026 and held it in 1 quarter.
  • MAI Capital Management's Evolution Petroleum position peaked at $28 in Q1 2026.
  • 117 funds tracked by Wall St. Rank held Evolution Petroleum as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.