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RAFFA WEALTH MANAGEMENT, LLC’s Evolution Petroleum EPM Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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 		$4.97K Sell
1,350
-1,086
-45% -$4.75K ﹤0.01% 594
2026
Q1 		$11.2K Buy
2,436
+519
+27% +$2.16K ﹤0.01% 368
2025
Q4 		$6.79K Hold
1,917
– – ﹤0.01% 457
2025
Q3 		$9.24K Hold
1,917
– – ﹤0.01% 381
2025
Q2 		$9.01K Buy
1,917
+289
+18% +$1.31K ﹤0.01% 400
2025
Q1 		$8.43K Hold
1,628
– – ﹤0.01% 341
2024
Q4 		$8.51K Sell
1,628
-457
-22% -$2.5K ﹤0.01% 357
2024
Q3 		$11.1K Hold
2,085
– – ﹤0.01% 306
2024
Q2 		$11K Hold
2,085
– – ﹤0.01% 429
2024
Q1 		$12.8K Buy
2,085
+430
+26% +$2.47K ﹤0.01% 386
2023
Q4 		$9.62K Buy
1,655
+327
+25% +$2K ﹤0.01% 302
2023
Q3 		$9.08K Buy
1,328
+497
+60% +$4.2K ﹤0.01% 288
2023
Q2 		$6.71K Buy
+831
New +$6.15K ﹤0.01% 338
2021
Q3 		– Sell
-1,281
Closed -$6.35K – 1119
2021
Q2 		$6.35K Hold
1,281
– – ﹤0.01% 331
2021
Q1 		$4.33K Hold
1,281
– – ﹤0.01% 434
2020
Q4 		$3.65K Sell
1,281
-724
-36% -$1.83K ﹤0.01% 420
2020
Q3 		$4.49K Sell
2,005
-200
-9% -$532 ﹤0.01% 344
2020
Q2 		$6.17K Buy
2,205
+1,103
+100% +$2.96K ﹤0.01% 283
2020
Q1 		$2.88K Hold
1,102
– – ﹤0.01% 358
2019
Q4 		$6.03K Buy
1,102
+214
+24% +$1.18K ﹤0.01% 260
2019
Q3 		$5.19K Buy
+888
New +$5.42K ﹤0.01% 269
2019
Q2 		– Sell
-720
Closed -$4.86K – 939
2019
Q1 		$4.86K Buy
720
+283
+65% +$2.06K ﹤0.01% 233
2018
Q4 		$2.98K Buy
437
+121
+38% +$1.13K ﹤0.01% 300
2018
Q3 		$3.49K Hold
316
– – ﹤0.01% 301
2018
Q2 		$3.11K Hold
316
– – ﹤0.01% 302
2018
Q1 		$2.54K Buy
+316
New +$2.45K ﹤0.01% 316

Other funds holding EPM

CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
RFA
Register Financial Advisors Atlanta, Georgia $326M AUM 48.38% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $228M AUM 19.85% 1-Year Est. Return
AHL
Abel Hall LLC Baton Rouge, Louisiana $579M AUM 54.21% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's EPM Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC reduced its Evolution Petroleum (EPM) stake by 45% in Q2 2026, selling an estimated $4.75K and leaving 1,350 shares worth $4.97K. The position accounts for ﹤0.01% of the portfolio, ranked #594.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in EPM in Q1 2018 and has held it in 26 quarters since. The position peaked at $12.8K in Q1 2024. 21 funds tracked by Wall St. Rank hold EPM as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC held 1,350 shares of Evolution Petroleum worth $4.97K as of Q2 2026.
  • RAFFA WEALTH MANAGEMENT, LLC sold 1,086 Evolution Petroleum shares in Q2 2026, an estimated $4.75K.
  • Evolution Petroleum made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #594 holding.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in Evolution Petroleum in Q1 2018 and has held it in 26 quarters since.
  • RAFFA WEALTH MANAGEMENT, LLC's Evolution Petroleum position peaked at $12.8K in Q1 2024.
  • 21 funds tracked by Wall St. Rank held Evolution Petroleum as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.