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Venturi Wealth Management’s Evolution Petroleum EPM Stock Holding History

Venturi Wealth Management’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
Q1 		– Sell
-782
Closed -$4.09K – 944
2024
Q4 		$4.09K Hold
782
– – ﹤0.01% 1751
2024
Q3 		$4.15K Buy
+782
New +$4.12K ﹤0.01% 1532

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Dimensional Fund Advisors
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RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Venturi Wealth Management's EPM Position: Q1 2025 in Review

Venturi Wealth Management sold out of Evolution Petroleum (EPM) in Q1 2025, closing a stake of 782 shares — an estimated $4.09K sold.

Venturi Wealth Management first reported a position in EPM in Q3 2024 and held it in 2 quarters. The position peaked at $4.15K in Q3 2024. 111 funds tracked by Wall St. Rank hold EPM as of Q1 2025.

  • Venturi Wealth Management reported no remaining Evolution Petroleum position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 782 Evolution Petroleum shares in Q1 2025, an estimated $4.09K.
  • Venturi Wealth Management first reported a position in Evolution Petroleum in Q3 2024 and held it in 2 quarters.
  • Venturi Wealth Management's Evolution Petroleum position peaked at $4.15K in Q3 2024.
  • 111 funds tracked by Wall St. Rank held Evolution Petroleum as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.