MassMutual Private Wealth & Trust
EPM icon

MassMutual Private Wealth & Trust’s Evolution Petroleum EPM Stock Holding History

MassMutual Private Wealth & Trust’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
Q1 		– Sell
-463
Closed -$1.64K – 2424
2025
Q4 		$1.64K Buy
463
+227
+96% +$958 ﹤0.01% 2051
2025
Q3 		$1.14K Hold
236
– – ﹤0.01% 2122
2025
Q2 		$1.11K Buy
+236
New +$1.07K ﹤0.01% 2095

Other funds holding EPM

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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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 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

MassMutual Private Wealth & Trust's EPM Position: Q1 2026 in Review

MassMutual Private Wealth & Trust sold out of Evolution Petroleum (EPM) in Q1 2026, closing a stake of 463 shares — an estimated $1.64K sold.

MassMutual Private Wealth & Trust first reported a position in EPM in Q2 2025 and held it in 3 quarters. The position peaked at $1.64K in Q4 2025. 122 funds tracked by Wall St. Rank hold EPM as of Q1 2026.

  • MassMutual Private Wealth & Trust reported no remaining Evolution Petroleum position as of Q1 2026 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 463 Evolution Petroleum shares in Q1 2026, an estimated $1.64K.
  • MassMutual Private Wealth & Trust first reported a position in Evolution Petroleum in Q2 2025 and held it in 3 quarters.
  • MassMutual Private Wealth & Trust's Evolution Petroleum position peaked at $1.64K in Q4 2025.
  • 122 funds tracked by Wall St. Rank held Evolution Petroleum as of Q1 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q1 2026, filed 13 Apr 2026.