Root Financial Partners
EPM icon

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
Q3 		$64 Buy
+18
New +$66 ﹤0.01% 3701
2026
Q2 		– Sell
-54
Closed -$247 – 1253
2026
Q1 		$247 Buy
+54
New +$225 ﹤0.01% 3098

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Bank of New York Mellon
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Truist Financial
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Advisor OS
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Lido Advisors
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Ritholtz Wealth Management
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Root Financial Partners's EPM Position: Q3 2026 in Review

Root Financial Partners opened a new position in Evolution Petroleum (EPM) in Q3 2026: 18 shares worth $64. The stake represents ﹤0.01% of the portfolio and ranks #3701 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in EPM as recently as Q1 2026.

Root Financial Partners first reported a position in EPM in Q1 2026 and has held it in 2 quarters since. The position peaked at $247 in Q1 2026. 34 funds tracked by Wall St. Rank hold EPM as of Q3 2026.

  • Root Financial Partners held 18 shares of Evolution Petroleum worth $64 as of Q3 2026.
  • Evolution Petroleum was a new Root Financial Partners position in Q3 2026.
  • Evolution Petroleum made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3701 holding.
  • Root Financial Partners first reported a position in Evolution Petroleum in Q1 2026 and has held it in 2 quarters since.
  • Root Financial Partners's Evolution Petroleum position peaked at $247 in Q1 2026.
  • 34 funds tracked by Wall St. Rank held Evolution Petroleum as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.