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 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 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

Ritholtz Wealth Management's EPM Position: Q2 2026 in Review

Ritholtz Wealth Management reduced its Evolution Petroleum (EPM) stake by 36% in Q2 2026, selling an estimated $204K and leaving 84,817 shares worth $312K. The position accounts for ﹤0.01% of the portfolio, ranked #1037.

Ritholtz Wealth Management first reported a position in EPM in Q3 2022 and has held it in 9 quarters since. The position peaked at $655K in Q3 2025. 118 funds tracked by Wall St. Rank hold EPM as of Q2 2026.

Ritholtz Wealth Management held 84,817 shares of Evolution Petroleum worth $312K as of Q2 2026.
Ritholtz Wealth Management sold 46,760 Evolution Petroleum shares in Q2 2026, an estimated $204K.
Evolution Petroleum made up ﹤0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #1037 holding.
Ritholtz Wealth Management first reported a position in Evolution Petroleum in Q3 2022 and has held it in 9 quarters since.
Ritholtz Wealth Management's Evolution Petroleum position peaked at $655K in Q3 2025.
118 funds tracked by Wall St. Rank held Evolution Petroleum as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.