STA
EPM icon

Summit Trail Advisors’s Evolution Petroleum EPM Stock Holding History

Summit Trail Advisors’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 		$58.8K Buy
15,971
+467
+3% +$2.04K ﹤0.01% 1467
2026
Q1 		$71K Buy
+15,504
New +$64.5K ﹤0.01% 1426

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

Summit Trail Advisors's EPM Position: Q2 2026 in Review

Summit Trail Advisors increased its Evolution Petroleum (EPM) stake by 3% in Q2 2026, buying an estimated $2.04K and bringing the position to 15,971 shares worth $58.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1467.

Summit Trail Advisors first reported a position in EPM in Q1 2026 and has held it in 2 quarters since. The position peaked at $71K in Q1 2026. 118 funds tracked by Wall St. Rank hold EPM as of Q2 2026.

  • Summit Trail Advisors held 15,971 shares of Evolution Petroleum worth $58.8K as of Q2 2026.
  • Summit Trail Advisors bought 467 Evolution Petroleum shares in Q2 2026, an estimated $2.04K.
  • Evolution Petroleum made up ﹤0.01% of Summit Trail Advisors's portfolio in Q2 2026, its #1467 holding.
  • Summit Trail Advisors first reported a position in Evolution Petroleum in Q1 2026 and has held it in 2 quarters since.
  • Summit Trail Advisors's Evolution Petroleum position peaked at $71K in Q1 2026.
  • 118 funds tracked by Wall St. Rank held Evolution Petroleum as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.