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Rothschild Investment LLC’s Evolution Petroleum EPM Stock Holding History

Rothschild Investment LLC’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 		$472 Buy
103
+3
+3% +$12 ﹤0.01% 3147
2025
Q4 		$354 Buy
100
+40
+67% +$169 ﹤0.01% 3015
2025
Q3 		$289 Sell
60
-55
-48% -$274 ﹤0.01% 2951
2025
Q2 		$541 Buy
+115
New +$521 ﹤0.01% 2718
2024
Q3 		– Sell
-50
Closed -$264 – 2925
2024
Q2 		$264 Buy
+50
New +$281 ﹤0.01% 2364

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

Rothschild Investment LLC's EPM Position: Q1 2026 in Review

Rothschild Investment LLC increased its Evolution Petroleum (EPM) stake by 3% in Q1 2026, buying an estimated $12 and bringing the position to 103 shares worth $472. The position accounts for ﹤0.01% of the portfolio, ranked #3147.

Rothschild Investment LLC first reported a position in EPM in Q2 2024 and has held it in 5 quarters since. The position peaked at $541 in Q2 2025. 121 funds tracked by Wall St. Rank hold EPM as of Q1 2026.

  • Rothschild Investment LLC held 103 shares of Evolution Petroleum worth $472 as of Q1 2026.
  • Rothschild Investment LLC bought 3 Evolution Petroleum shares in Q1 2026, an estimated $12.
  • Evolution Petroleum made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q1 2026, its #3147 holding.
  • Rothschild Investment LLC first reported a position in Evolution Petroleum in Q2 2024 and has held it in 5 quarters since.
  • Rothschild Investment LLC's Evolution Petroleum position peaked at $541 in Q2 2025.
  • 121 funds tracked by Wall St. Rank held Evolution Petroleum as of Q1 2026.

Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.