Raymond James Financial
EPM icon

Raymond James Financial’s Evolution Petroleum EPM Stock Holding History

Raymond James Financial’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
Q1 		$4.72M Buy
1,029,498
+258,805
+34% +$1.08M ﹤0.01% 2635
2025
Q4 		$2.73M Buy
770,693
+296,415
+62% +$1.25M ﹤0.01% 3025
2025
Q3 		$2.29M Buy
474,278
+5,658
+1% +$28.2K ﹤0.01% 3073
2025
Q2 		$2.2M Buy
468,620
+110,687
+31% +$502K ﹤0.01% 3007
2025
Q1 		$1.85M Buy
357,933
+75,437
+27% +$393K ﹤0.01% 3040
2024
Q4 		$1.48M Buy
+282,496
New +$1.55M ﹤0.01% 3187

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WA
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Dimensional Fund Advisors
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VCM
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American Century Companies
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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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 $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return