Register Financial Advisors’s Evolution Petroleum EPM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.24M	Buy	338,176 +1,338	+0.4%	+$5.85K	0.38%	77
2026 Q1	$1.54M	Sell	336,838 -1,309	-0.4%	-$5.45K	0.57%	58
2025 Q4	$1.2M	Buy	338,147 +20,978	+7%	+$88.5K	0.47%	66
2025 Q3	$1.53M	Buy	317,169 +1,558	+0.5%	+$7.77K	0.6%	50
2025 Q2	$1.48M	Buy	315,611 +17,829	+6%	+$80.8K	0.65%	44
2025 Q1	$1.54M	Buy	297,782 +7,880	+3%	+$41.1K	0.8%	35
2024 Q4	$1.52M	Buy	289,902 +2,303	+0.8%	+$12.6K	0.76%	39
2024 Q3	$1.53M	Buy	287,599 +7,150	+3%	+$37.7K	0.78%	38
2024 Q2	$1.48M	Buy	280,449 +4,044	+1%	+$22.7K	0.75%	33
2024 Q1	$1.7M	Buy	276,405 +114,987	+71%	+$660K	0.88%	27
2023 Q4	$938K	Buy	161,418 +24,966	+18%	+$153K	0.63%	41
2023 Q3	$933K	Buy	136,452 +33,093	+32%	+$280K	0.68%	42
2023 Q2	$834K	Buy	103,359 +5,583	+6%	+$41.3K	0.6%	45
2023 Q1	$617K	Buy	97,776 +26,894	+38%	+$172K	0.49%	52
2022 Q4	$535K	Buy	+70,882	New	+$533K	0.34%	76

Other funds holding EPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

WealthTrust Axiom Wayne, Pennsylvania $448M AUM 50.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Register Financial Advisors's EPM Position: Q2 2026 in Review

Register Financial Advisors increased its Evolution Petroleum (EPM) stake by 0.4% in Q2 2026, buying an estimated $5.85K and bringing the position to 338,176 shares worth $1.24M. The position accounts for 0.38% of the portfolio, ranked #77.

Register Financial Advisors first reported a position in EPM in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.7M in Q1 2024. 118 funds tracked by Wall St. Rank hold EPM as of Q2 2026.

Register Financial Advisors held 338,176 shares of Evolution Petroleum worth $1.24M as of Q2 2026.
Register Financial Advisors bought 1,338 Evolution Petroleum shares in Q2 2026, an estimated $5.85K.
Evolution Petroleum made up 0.38% of Register Financial Advisors's portfolio in Q2 2026, its #77 holding.
Register Financial Advisors first reported a position in Evolution Petroleum in Q4 2022 and has held it in 15 quarters since.
Register Financial Advisors's Evolution Petroleum position peaked at $1.7M in Q1 2024.
118 funds tracked by Wall St. Rank held Evolution Petroleum as of Q2 2026.

Based on Register Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.