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Smartleaf Asset Management’s Evolution Petroleum EPM Stock Holding History

Smartleaf Asset Management’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 		$7.17K Hold
1,926
– – ﹤0.01% 2523
2026
Q1 		$8.99K Buy
1,926
+1,467
+320% +$6.11K ﹤0.01% 2377
2025
Q4 		$1.63K Buy
459
+188
+69% +$793 ﹤0.01% 3045
2025
Q3 		$1.32K Buy
271
+107
+65% +$533 ﹤0.01% 2695
2025
Q2 		$808 Buy
164
+125
+321% +$567 ﹤0.01% 2511
2025
Q1 		$199 Sell
39
-37
-49% -$193 ﹤0.01% 2797
2024
Q4 		$389 Sell
76
-217
-74% -$1.19K ﹤0.01% 2812
2024
Q3 		$1.56K Buy
+293
New +$1.54K ﹤0.01% 2558

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

Smartleaf Asset Management's EPM Position: Q2 2026 in Review

Smartleaf Asset Management held its Evolution Petroleum (EPM) position steady in Q2 2026 at 1,926 shares worth $7.17K. The position accounts for ﹤0.01% of the portfolio, ranked #2523.

Smartleaf Asset Management first reported a position in EPM in Q3 2024 and has held it in 8 quarters since. The position peaked at $8.99K in Q1 2026. 117 funds tracked by Wall St. Rank hold EPM as of Q2 2026.

  • Smartleaf Asset Management held 1,926 shares of Evolution Petroleum worth $7.17K as of Q2 2026.
  • Smartleaf Asset Management left its Evolution Petroleum share count unchanged in Q2 2026.
  • Evolution Petroleum made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #2523 holding.
  • Smartleaf Asset Management first reported a position in Evolution Petroleum in Q3 2024 and has held it in 8 quarters since.
  • Smartleaf Asset Management's Evolution Petroleum position peaked at $8.99K in Q1 2026.
  • 117 funds tracked by Wall St. Rank held Evolution Petroleum as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.