Ritholtz Wealth Management
EPM icon

Ritholtz Wealth Management’s Evolution Petroleum EPM Stock Holding History

Ritholtz Wealth Management’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
Q3 		$76K Sell
21,465
-63,352
-75% -$233K ﹤0.01% 1363
2026
Q2 		$312K Sell
84,817
-46,760
-36% -$204K ﹤0.01% 1037
2026
Q1 		$603K Buy
131,577
+1,972
+2% +$8.21K 0.01% 724
2025
Q4 		$459K Sell
129,605
-6,311
-5% -$26.6K 0.01% 747
2025
Q3 		$655K Buy
+135,916
New +$678K 0.01% 607
2024
Q2 		– Sell
-14,065
Closed -$86.4K – 831
2024
Q1 		$86.4K Sell
14,065
-1,649
-10% -$9.47K ﹤0.01% 772
2023
Q4 		$91.3K Buy
15,714
+5,206
+50% +$31.9K ﹤0.01% 736
2023
Q3 		$71.9K Sell
10,508
-2,388
-19% -$20.2K ﹤0.01% 686
2023
Q2 		$104K Buy
+12,896
New +$95.4K ﹤0.01% 652
2022
Q4 		– Sell
-10,167
Closed -$71K – 627
2022
Q3 		$71K Buy
+10,167
New +$67K ﹤0.01% 696

Other funds holding EPM

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
WA
WealthTrust Axiom Wayne, Pennsylvania $429M AUM 35.79% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Ritholtz Wealth Management's EPM Position: Q3 2026 in Review

Ritholtz Wealth Management reduced its Evolution Petroleum (EPM) stake by 75% in Q3 2026, selling an estimated $233K and leaving 21,465 shares worth $76K. The position accounts for ﹤0.01% of the portfolio, ranked #1363.

Ritholtz Wealth Management first reported a position in EPM in Q3 2022 and has held it in 10 quarters since. The position peaked at $655K in Q3 2025. 89 funds tracked by Wall St. Rank hold EPM as of Q3 2026.

  • Ritholtz Wealth Management held 21,465 shares of Evolution Petroleum worth $76K as of Q3 2026.
  • Ritholtz Wealth Management sold 63,352 Evolution Petroleum shares in Q3 2026, an estimated $233K.
  • Evolution Petroleum made up ﹤0.01% of Ritholtz Wealth Management's portfolio in Q3 2026, its #1363 holding.
  • Ritholtz Wealth Management first reported a position in Evolution Petroleum in Q3 2022 and has held it in 10 quarters since.
  • Ritholtz Wealth Management's Evolution Petroleum position peaked at $655K in Q3 2025.
  • 89 funds tracked by Wall St. Rank held Evolution Petroleum as of Q3 2026.

Based on Ritholtz Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.