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Park Square Financial Group’s Evolution Petroleum EPM Stock Holding History

Park Square Financial Group’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
2025
Q3 		– Sell
-500
Closed -$2.35K – 459
2025
Q2 		$2.35K Hold
500
– – ﹤0.01% 861
2025
Q1 		$2.59K Hold
500
– – ﹤0.01% 827
2024
Q4 		$2.62K Buy
+500
New +$2.74K ﹤0.01% 801

Other funds holding EPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
WealthTrust Axiom Wayne, Pennsylvania $406M AUM 40.44% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Park Square Financial Group's EPM Position: Q3 2025 in Review

Park Square Financial Group sold out of Evolution Petroleum (EPM) in Q3 2025, closing a stake of 500 shares — an estimated $2.35K sold.

Park Square Financial Group first reported a position in EPM in Q4 2024 and held it in 3 quarters. The position peaked at $2.62K in Q4 2024. 115 funds tracked by Wall St. Rank hold EPM as of Q3 2025.

  • Park Square Financial Group reported no remaining Evolution Petroleum position as of Q3 2025 after selling out during the quarter.
  • Park Square Financial Group sold 500 Evolution Petroleum shares in Q3 2025, an estimated $2.35K.
  • Park Square Financial Group first reported a position in Evolution Petroleum in Q4 2024 and held it in 3 quarters.
  • Park Square Financial Group's Evolution Petroleum position peaked at $2.62K in Q4 2024.
  • 115 funds tracked by Wall St. Rank held Evolution Petroleum as of Q3 2025.

Based on Park Square Financial Group's 13F filing for Q3 2025, filed 12 Nov 2025.