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True Wealth Design’s Evolution Petroleum EPM Stock Holding History

True Wealth Design’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
Q3 		$146 Sell
41
-91
-69% -$334 ﹤0.01% 2397
2026
Q2 		$486 Buy
132
+130
+6,500% +$568 ﹤0.01% 2213
2026
Q1 		$10 Sell
2
-1
-33% -$4 ﹤0.01% 2669
2025
Q4 		$11 Hold
3
– – ﹤0.01% 2515
2025
Q3 		$15 Sell
3
-4
-57% -$20 ﹤0.01% 2673
2025
Q2 		$33 Sell
7
-176
-96% -$798 ﹤0.01% 2453
2025
Q1 		$948 Buy
183
+20
+12% +$104 ﹤0.01% 1281
2024
Q4 		$853 Buy
+163
New +$892 ﹤0.01% 977

Other funds holding EPM

CP
Castleview Partners Dallas, Texas $228M AUM 13.32% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
MAFA
MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return

True Wealth Design's EPM Position: Q3 2026 in Review

True Wealth Design reduced its Evolution Petroleum (EPM) stake by 69% in Q3 2026, selling an estimated $334 and leaving 41 shares worth $146. The position accounts for ﹤0.01% of the portfolio, ranked #2397.

True Wealth Design first reported a position in EPM in Q4 2024 and has held it in 8 quarters since. The position peaked at $948 in Q1 2025. 8 funds tracked by Wall St. Rank hold EPM as of Q3 2026.

  • True Wealth Design held 41 shares of Evolution Petroleum worth $146 as of Q3 2026.
  • True Wealth Design sold 91 Evolution Petroleum shares in Q3 2026, an estimated $334.
  • Evolution Petroleum made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2397 holding.
  • True Wealth Design first reported a position in Evolution Petroleum in Q4 2024 and has held it in 8 quarters since.
  • True Wealth Design's Evolution Petroleum position peaked at $948 in Q1 2025.
  • 8 funds tracked by Wall St. Rank held Evolution Petroleum as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.