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Root Financial Partners’s Evolution Petroleum EPM Stock Holding History

Root Financial Partners’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 		$247 Buy
+54
New +$225 ﹤0.01% 3098

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Root Financial Partners's EPM Position: Q1 2026 in Review

Root Financial Partners opened a new position in Evolution Petroleum (EPM) in Q1 2026: 54 shares worth $247. The stake represents ﹤0.01% of the portfolio and ranks #3098 among its holdings.

122 funds tracked by Wall St. Rank hold EPM as of Q1 2026.

  • Root Financial Partners held 54 shares of Evolution Petroleum worth $247 as of Q1 2026.
  • Evolution Petroleum was a new Root Financial Partners position in Q1 2026.
  • Evolution Petroleum made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #3098 holding.
  • 122 funds tracked by Wall St. Rank held Evolution Petroleum as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.