StoneX Group’s Evolution Petroleum EPM Stock Holding History

StoneX Group’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	–	Sell	-10,123	Closed	-$35.8K	–	1007
2025 Q4	$35.8K	Buy	+10,123	New	+$42.7K	﹤0.01%	946

Other funds holding EPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

WealthTrust Axiom Wayne, Pennsylvania $448M AUM 50.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

StoneX Group's EPM Position: Q1 2026 in Review

StoneX Group sold out of Evolution Petroleum (EPM) in Q1 2026, closing a stake of 10,123 shares — an estimated $35.8K sold.

StoneX Group first reported a position in EPM in Q4 2025 and held it in 1 quarter. The position peaked at $35.8K in Q4 2025. 122 funds tracked by Wall St. Rank hold EPM as of Q1 2026.

StoneX Group reported no remaining Evolution Petroleum position as of Q1 2026 after selling out during the quarter.
StoneX Group sold 10,123 Evolution Petroleum shares in Q1 2026, an estimated $35.8K.
StoneX Group first reported a position in Evolution Petroleum in Q4 2025 and held it in 1 quarter.
StoneX Group's Evolution Petroleum position peaked at $35.8K in Q4 2025.
122 funds tracked by Wall St. Rank held Evolution Petroleum as of Q1 2026.

Based on StoneX Group's 13F filing for Q1 2026, filed 14 May 2026.