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MJT & Associates Financial Advisory’s Evolution Petroleum EPM Stock Holding History

MJT & Associates Financial Advisory’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 		$1 Hold
1
– – ﹤0.01% 465
2026
Q1 		$1 Sell
1
-1
-50% -$4 ﹤0.01% 442
2025
Q4 		$5 Hold
2
– – ﹤0.01% 446
2025
Q3 		$6 Hold
2
– – ﹤0.01% 461
2025
Q2 		$5 Hold
2
– – ﹤0.01% 472
2025
Q1 		$6 Buy
+2
New +$10 ﹤0.01% 479

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RFA
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CP
Castleview Partners Dallas, Texas $228M AUM 19.85% 1-Year Est. Return
AHL
Abel Hall LLC Baton Rouge, Louisiana $579M AUM 54.21% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

MJT & Associates Financial Advisory's EPM Position: Q2 2026 in Review

MJT & Associates Financial Advisory held its Evolution Petroleum (EPM) position steady in Q2 2026 at 1 share worth $1. The position accounts for ﹤0.01% of the portfolio, ranked #465.

MJT & Associates Financial Advisory first reported a position in EPM in Q1 2025 and has held it in 6 quarters since. The position peaked at $6 in Q3 2025. 18 funds tracked by Wall St. Rank hold EPM as of Q2 2026.

  • MJT & Associates Financial Advisory held 1 share of Evolution Petroleum worth $1 as of Q2 2026.
  • MJT & Associates Financial Advisory left its Evolution Petroleum share count unchanged in Q2 2026.
  • Evolution Petroleum made up ﹤0.01% of MJT & Associates Financial Advisory's portfolio in Q2 2026, its #465 holding.
  • MJT & Associates Financial Advisory first reported a position in Evolution Petroleum in Q1 2025 and has held it in 6 quarters since.
  • MJT & Associates Financial Advisory's Evolution Petroleum position peaked at $6 in Q3 2025.
  • 18 funds tracked by Wall St. Rank held Evolution Petroleum as of Q2 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q2 2026, filed 6 Jul 2026.