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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
Q2 		– Sell
-54
Closed -$247 – 1253
2026
Q1 		$247 Buy
+54
New +$225 ﹤0.01% 3098

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Root Financial Partners's EPM Position: Q2 2026 in Review

Root Financial Partners sold out of Evolution Petroleum (EPM) in Q2 2026, closing a stake of 54 shares — an estimated $247 sold.

Root Financial Partners first reported a position in EPM in Q1 2026 and held it in 1 quarter. The position peaked at $247 in Q1 2026. 117 funds tracked by Wall St. Rank hold EPM as of Q2 2026.

  • Root Financial Partners reported no remaining Evolution Petroleum position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 54 Evolution Petroleum shares in Q2 2026, an estimated $247.
  • Root Financial Partners first reported a position in Evolution Petroleum in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Evolution Petroleum position peaked at $247 in Q1 2026.
  • 117 funds tracked by Wall St. Rank held Evolution Petroleum as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.