UBS Group’s Evolution Petroleum EPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $909K | Buy |
198,513
+53,919
| +37% | +$224K | ﹤0.01% | 5624 |
|
|
2025
Q4 | $512K | Sell |
144,594
-325,098
| -69% | -$1.37M | ﹤0.01% | 6075 |
|
|
2025
Q3 | $2.26M | Buy |
469,692
+88,575
| +23% | +$442K | ﹤0.01% | 4830 |
|
|
2025
Q2 | $1.79M | Buy |
381,117
+32,346
| +9% | +$147K | ﹤0.01% | 4934 |
|
|
2025
Q1 | $1.81M | Buy |
348,771
+9,908
| +3% | +$51.7K | ﹤0.01% | 4797 |
|
|
2024
Q4 | $1.77M | Buy |
338,863
+307,738
| +989% | +$1.68M | ﹤0.01% | 4835 |
|
|
2024
Q3 | $165K | Buy |
31,125
+3,969
| +15% | +$20.9K | ﹤0.01% | 6018 |
|
|
2024
Q2 | $143K | Sell |
27,156
-22,978
| -46% | -$129K | ﹤0.01% | 5905 |
|
|
2024
Q1 | $308K | Sell |
50,134
-19,557
| -28% | -$112K | ﹤0.01% | 5554 |
|
|
2023
Q4 | $405K | Buy |
69,691
+33,299
| +92% | +$204K | ﹤0.01% | 5263 |
|
|
2023
Q3 | $249K | Sell |
36,392
-7,955
| -18% | -$67.3K | ﹤0.01% | 5207 |
|
|
2023
Q2 | $358K | Buy |
44,347
+24,194
| +120% | +$179K | ﹤0.01% | 5092 |
|
|
2023
Q1 | $127K | Buy |
20,153
+14,264
| +242% | +$91.4K | ﹤0.01% | 5735 |
|
|
2022
Q4 | $44.5K | Buy |
5,889
+3,802
| +182% | +$28.6K | ﹤0.01% | 6880 |
|
|
2022
Q3 | $14K | Buy |
+2,087
| New | +$13.8K | ﹤0.01% | 7900 |
|
|
2022
Q1 | – | Sell |
-895
| Closed | -$5K | – | 10410 |
|
|
2021
Q4 | $5K | Sell |
895
-3,105
| -78% | -$17.2K | ﹤0.01% | 9389 |
|
|
2021
Q3 | $23K | Sell |
4,000
-25
| -0.6% | -$112 | ﹤0.01% | 7009 |
|
|
2021
Q2 | $20K | Sell |
4,025
-2,254
| -36% | -$8.86K | ﹤0.01% | 7324 |
|
|
2021
Q1 | $22K | Sell |
6,279
-32,574
| -84% | -$112K | ﹤0.01% | 7282 |
|
|
2020
Q4 | $111K | Buy |
38,853
+10,191
| +36% | +$25.8K | ﹤0.01% | 5621 |
|
|
2020
Q3 | $64K | Sell |
28,662
-8,845
| -24% | -$23.5K | ﹤0.01% | 5464 |
|
|
2020
Q2 | $105K | Sell |
37,507
-7,338
| -16% | -$19.7K | ﹤0.01% | 5258 |
|
|
2020
Q1 | $117K | Sell |
44,845
-12,123
| -21% | -$54.9K | ﹤0.01% | 5150 |
|
|
2019
Q4 | $311K | Buy |
56,968
+22,101
| +63% | +$122K | ﹤0.01% | 5250 |
|
|
2019
Q3 | $203K | Buy |
34,867
+23,695
| +212% | +$145K | ﹤0.01% | 5243 |
|
|
2019
Q2 | $80K | Buy |
11,172
+3,928
| +54% | +$26.5K | ﹤0.01% | 5541 |
|
|
2019
Q1 | $49K | Sell |
7,244
-8,480
| -54% | -$61.7K | ﹤0.01% | 5564 |
|
|
2018
Q4 | $107K | Buy |
15,724
+703
| +5% | +$6.59K | ﹤0.01% | 5479 |
|
|
2018
Q3 | $166K | Buy |
15,021
+2,976
| +25% | +$31.4K | ﹤0.01% | 5206 |
|
|
2018
Q2 | $119K | Buy |
12,045
+1,377
| +13% | +$12.7K | ﹤0.01% | 5314 |
|
|
2018
Q1 | $86K | Buy |
10,668
+734
| +7% | +$5.69K | ﹤0.01% | 5314 |
|
|
2017
Q4 | $68K | Buy |
9,934
+414
| +4% | +$2.91K | ﹤0.01% | 5608 |
|
|
2017
Q3 | $69K | Buy |
9,520
+2,350
| +33% | +$17.8K | ﹤0.01% | 5570 |
|
|
2017
Q2 | $59K | Buy |
7,170
+1,199
| +20% | +$9.36K | ﹤0.01% | 5533 |
|
|
2017
Q1 | $48K | Sell |
5,971
-3,752
| -39% | -$32K | ﹤0.01% | 5548 |
|
|
2016
Q4 | $97K | Buy |
9,723
+1,761
| +22% | +$14.8K | ﹤0.01% | 5306 |
|
|
2016
Q3 | $50K | Sell |
7,962
-376
| -5% | -$2.15K | ﹤0.01% | 5514 |
|
|
2016
Q2 | $46K | Buy |
8,338
+376
| +5% | +$2.03K | ﹤0.01% | 5580 |
|
|
2016
Q1 | $39K | Sell |
7,962
-3,134
| -28% | -$14.1K | ﹤0.01% | 5681 |
|
|
2015
Q4 | $53K | Sell |
11,096
-825
| -7% | -$5K | ﹤0.01% | 5757 |
|
|
2015
Q3 | $67K | Sell |
11,921
-16,772
| -58% | -$92.9K | ﹤0.01% | 5555 |
|
|
2015
Q2 | $189K | Buy |
28,693
+7,216
| +34% | +$49.3K | ﹤0.01% | 4913 |
|
|
2015
Q1 | $128K | Sell |
21,477
-2,556
| -11% | -$17.2K | ﹤0.01% | 5228 |
|
|
2014
Q4 | $178K | Buy |
+24,033
| New | +$202K | ﹤0.01% | 5156 |
|
Other funds holding EPM
WA
VCM
CAMG
