MFF
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Michels Family Financial’s Evolution Petroleum EPM Stock Holding History

Michels Family 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
Q1 		$56.7K Buy
12,379
+79
+0.6% +$329 0.04% 138
2025
Q4 		$43.5K Sell
12,300
-34,017
-73% -$144K 0.03% 136
2025
Q3 		$223K Buy
+46,317
New +$231K 0.17% 129

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WA
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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 $2.9T AUM 29.55% 1-Year Est. Return

Michels Family Financial's EPM Position: Q1 2026 in Review

Michels Family Financial increased its Evolution Petroleum (EPM) stake by 0.64% in Q1 2026, buying an estimated $329 and bringing the position to 12,379 shares worth $56.7K. The position accounts for 0.04% of the portfolio, ranked #138.

Michels Family Financial first reported a position in EPM in Q3 2025 and has held it in 3 quarters since. The position peaked at $223K in Q3 2025. 122 funds tracked by Wall St. Rank hold EPM as of Q1 2026.

  • Michels Family Financial held 12,379 shares of Evolution Petroleum worth $56.7K as of Q1 2026.
  • Michels Family Financial bought 79 Evolution Petroleum shares in Q1 2026, an estimated $329.
  • Evolution Petroleum made up 0.04% of Michels Family Financial's portfolio in Q1 2026, its #138 holding.
  • Michels Family Financial first reported a position in Evolution Petroleum in Q3 2025 and has held it in 3 quarters since.
  • Michels Family Financial's Evolution Petroleum position peaked at $223K in Q3 2025.
  • 122 funds tracked by Wall St. Rank held Evolution Petroleum as of Q1 2026.

Based on Michels Family Financial's 13F filing for Q1 2026, filed 24 Apr 2026.