RWM
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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
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 $5.72T AUM 30.48% 1-Year Est. Return
WA
WealthTrust Axiom Wayne, Pennsylvania $406M AUM 40.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
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