Rise Advisors’s Evolution Petroleum EPM Stock Holding History

Rise 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 Q2	–	Sell	-200	Closed	-$1.04K	–	1581
2025 Q1	$1.04K	Buy	+200	New	+$1.04K	﹤0.01%	1248

Other funds holding EPM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

WealthTrust Axiom Wayne, Pennsylvania $406M AUM 40.44% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

RIM

Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

NSIM

North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Rise Advisors's EPM Position: Q2 2025 in Review

Rise Advisors sold out of Evolution Petroleum (EPM) in Q2 2025, closing a stake of 200 shares — an estimated $1.04K sold.

Rise Advisors first reported a position in EPM in Q1 2025 and held it in 1 quarter. The position peaked at $1.04K in Q1 2025. 108 funds tracked by Wall St. Rank hold EPM as of Q2 2025.

Rise Advisors reported no remaining Evolution Petroleum position as of Q2 2025 after selling out during the quarter.
Rise Advisors sold 200 Evolution Petroleum shares in Q2 2025, an estimated $1.04K.
Rise Advisors first reported a position in Evolution Petroleum in Q1 2025 and held it in 1 quarter.
Rise Advisors's Evolution Petroleum position peaked at $1.04K in Q1 2025.
108 funds tracked by Wall St. Rank held Evolution Petroleum as of Q2 2025.

Based on Rise Advisors's 13F filing for Q2 2025, filed 8 Jul 2025.