SSG
EPM icon

Summit Securities Group’s Evolution Petroleum EPM Stock Holding History

Summit Securities 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
2025
Q4 		– Sell
-3,900
Closed -$18.8K – 1074
2025
Q3 		$18.8K Buy
+3,900
New +$19.4K ﹤0.01% 777

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Summit Securities Group's EPM Position: Q4 2025 in Review

Summit Securities Group sold out of Evolution Petroleum (EPM) in Q4 2025, closing a stake of 3,900 shares — an estimated $18.8K sold.

Summit Securities Group first reported a position in EPM in Q3 2025 and held it in 1 quarter. The position peaked at $18.8K in Q3 2025. 119 funds tracked by Wall St. Rank hold EPM as of Q4 2025.

  • Summit Securities Group reported no remaining Evolution Petroleum position as of Q4 2025 after selling out during the quarter.
  • Summit Securities Group sold 3,900 Evolution Petroleum shares in Q4 2025, an estimated $18.8K.
  • Summit Securities Group first reported a position in Evolution Petroleum in Q3 2025 and held it in 1 quarter.
  • Summit Securities Group's Evolution Petroleum position peaked at $18.8K in Q3 2025.
  • 119 funds tracked by Wall St. Rank held Evolution Petroleum as of Q4 2025.

Based on Summit Securities Group's 13F filing for Q4 2025, filed 17 Feb 2026.