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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
Q3 		$1 Hold
1
– – ﹤0.01% 437
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

Other funds holding EPM

CP
Castleview Partners Dallas, Texas $228M AUM 13.32% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

MJT & Associates Financial Advisory's EPM Position: Q3 2026 in Review

MJT & Associates Financial Advisory held its Evolution Petroleum (EPM) position steady in Q3 2026 at 1 share worth $1. The position accounts for ﹤0.01% of the portfolio, ranked #437.

MJT & Associates Financial Advisory first reported a position in EPM in Q1 2025 and has held it in 7 quarters since. The position peaked at $6 in Q3 2025. 8 funds tracked by Wall St. Rank hold EPM as of Q3 2026.

  • MJT & Associates Financial Advisory held 1 share of Evolution Petroleum worth $1 as of Q3 2026.
  • MJT & Associates Financial Advisory left its Evolution Petroleum share count unchanged in Q3 2026.
  • Evolution Petroleum made up ﹤0.01% of MJT & Associates Financial Advisory's portfolio in Q3 2026, its #437 holding.
  • MJT & Associates Financial Advisory first reported a position in Evolution Petroleum in Q1 2025 and has held it in 7 quarters since.
  • MJT & Associates Financial Advisory's Evolution Petroleum position peaked at $6 in Q3 2025.
  • 8 funds tracked by Wall St. Rank held Evolution Petroleum as of Q3 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q3 2026, filed 7 Oct 2026.