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PharVision Advisers’s Evolution Petroleum EPM Stock Holding History

PharVision Advisers’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
Q1 		– Sell
-29,027
Closed -$152K – 344
2024
Q4 		$152K Buy
+29,027
New +$159K 0.13% 346

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
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

PharVision Advisers's EPM Position: Q1 2025 in Review

PharVision Advisers sold out of Evolution Petroleum (EPM) in Q1 2025, closing a stake of 29,027 shares — an estimated $152K sold.

PharVision Advisers first reported a position in EPM in Q4 2024 and held it in 1 quarter. The position peaked at $152K in Q4 2024. 111 funds tracked by Wall St. Rank hold EPM as of Q1 2025.

  • PharVision Advisers reported no remaining Evolution Petroleum position as of Q1 2025 after selling out during the quarter.
  • PharVision Advisers sold 29,027 Evolution Petroleum shares in Q1 2025, an estimated $152K.
  • PharVision Advisers first reported a position in Evolution Petroleum in Q4 2024 and held it in 1 quarter.
  • PharVision Advisers's Evolution Petroleum position peaked at $152K in Q4 2024.
  • 111 funds tracked by Wall St. Rank held Evolution Petroleum as of Q1 2025.

Based on PharVision Advisers's 13F filing for Q1 2025, filed 15 May 2025.