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Regent Peak Wealth Advisors’s Evolution Petroleum EPM Stock Holding History

Regent Peak Wealth Advisors’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
Q4 		– Sell
-11,822
Closed -$57K – 201
2025
Q3 		$57K Buy
+11,822
New +$58.9K 0.01% 188

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Renaissance Technologies
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American Century Companies
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Regent Peak Wealth Advisors's EPM Position: Q4 2025 in Review

Regent Peak Wealth Advisors sold out of Evolution Petroleum (EPM) in Q4 2025, closing a stake of 11,822 shares — an estimated $57K sold.

Regent Peak Wealth Advisors first reported a position in EPM in Q3 2025 and held it in 1 quarter. The position peaked at $57K in Q3 2025. 119 funds tracked by Wall St. Rank hold EPM as of Q4 2025.

  • Regent Peak Wealth Advisors reported no remaining Evolution Petroleum position as of Q4 2025 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 11,822 Evolution Petroleum shares in Q4 2025, an estimated $57K.
  • Regent Peak Wealth Advisors first reported a position in Evolution Petroleum in Q3 2025 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Evolution Petroleum position peaked at $57K in Q3 2025.
  • 119 funds tracked by Wall St. Rank held Evolution Petroleum as of Q4 2025.

Based on Regent Peak Wealth Advisors's 13F filing for Q4 2025, filed 8 Jan 2026.