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SBI Securities’s Evolution Petroleum EPM Stock Holding History

SBI Securities’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 		$835 Sell
227
-20
-8% -$87 ﹤0.01% 2864
2026
Q1 		$1.13K Sell
247
-34
-12% -$142 ﹤0.01% 2612
2025
Q4 		$995 Sell
281
-216
-43% -$911 ﹤0.01% 2649
2025
Q3 		$2.4K Buy
497
+6
+1% +$30 ﹤0.01% 2351
2025
Q2 		$2.31K Sell
491
-93
-16% -$422 ﹤0.01% 2324
2025
Q1 		$3.02K Sell
584
-369
-39% -$1.93K ﹤0.01% 2112
2024
Q4 		$4.98K Buy
+953
New +$5.22K ﹤0.01% 1923

Other funds holding EPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
WealthTrust Axiom Wayne, Pennsylvania $448M AUM 50.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Geode Capital Management
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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

SBI Securities's EPM Position: Q2 2026 in Review

SBI Securities reduced its Evolution Petroleum (EPM) stake by 8.1% in Q2 2026, selling an estimated $87 and leaving 227 shares worth $835. The position accounts for ﹤0.01% of the portfolio, ranked #2864.

SBI Securities first reported a position in EPM in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.98K in Q4 2024. 118 funds tracked by Wall St. Rank hold EPM as of Q2 2026.

  • SBI Securities held 227 shares of Evolution Petroleum worth $835 as of Q2 2026.
  • SBI Securities sold 20 Evolution Petroleum shares in Q2 2026, an estimated $87.
  • Evolution Petroleum made up ﹤0.01% of SBI Securities's portfolio in Q2 2026, its #2864 holding.
  • SBI Securities first reported a position in Evolution Petroleum in Q4 2024 and has held it in 7 quarters since.
  • SBI Securities's Evolution Petroleum position peaked at $4.98K in Q4 2024.
  • 118 funds tracked by Wall St. Rank held Evolution Petroleum as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.