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Mosley Wealth Management’s Evolution Petroleum EPM Stock Holding History

Mosley Wealth Management’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 		$1.1K Hold
300
– – ﹤0.01% 557
2026
Q1 		$1.45K Buy
+300
New +$1.25K ﹤0.01% 405

Other funds holding EPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
RFA
Register Financial Advisors Atlanta, Georgia $326M AUM 48.38% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $228M AUM 19.85% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AO
Advisor OS Chicago, Illinois $1.5B AUM 21.75% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Mosley Wealth Management's EPM Position: Q2 2026 in Review

Mosley Wealth Management held its Evolution Petroleum (EPM) position steady in Q2 2026 at 300 shares worth $1.1K. The position accounts for ﹤0.01% of the portfolio, ranked #557.

Mosley Wealth Management first reported a position in EPM in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.45K in Q1 2026. 46 funds tracked by Wall St. Rank hold EPM as of Q2 2026.

  • Mosley Wealth Management held 300 shares of Evolution Petroleum worth $1.1K as of Q2 2026.
  • Mosley Wealth Management left its Evolution Petroleum share count unchanged in Q2 2026.
  • Evolution Petroleum made up ﹤0.01% of Mosley Wealth Management's portfolio in Q2 2026, its #557 holding.
  • Mosley Wealth Management first reported a position in Evolution Petroleum in Q1 2026 and has held it in 2 quarters since.
  • Mosley Wealth Management's Evolution Petroleum position peaked at $1.45K in Q1 2026.
  • 46 funds tracked by Wall St. Rank held Evolution Petroleum as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.