Wells Fargo’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
$310K Sell
67,789
-18,334
-21% -$76.3K ﹤0.01% 4426
2025
Q4
$305K Sell
86,123
-8,970
-9% -$37.8K ﹤0.01% 4825
2025
Q3
$458K Sell
95,093
-9,379
-9% -$46.8K ﹤0.01% 4369
2025
Q2
$491K Buy
104,472
+41,031
+65% +$186K ﹤0.01% 4162
2025
Q1
$329K Buy
63,441
+384
+0.6% +$2K ﹤0.01% 4367
2024
Q4
$330K Buy
63,057
+17,191
+37% +$94.1K ﹤0.01% 4461
2024
Q3
$244K Buy
45,866
+3,325
+8% +$17.5K ﹤0.01% 4448
2024
Q2
$224K Buy
42,541
+33,265
+359% +$187K ﹤0.01% 4444
2024
Q1
$57K Buy
9,276
+1,238
+15% +$7.11K ﹤0.01% 5204
2023
Q4
$46.7K Buy
8,038
+744
+10% +$4.56K ﹤0.01% 5305
2023
Q3
$49.9K Sell
7,294
-5,862
-45% -$49.6K ﹤0.01% 5176
2023
Q2
$106K Buy
13,156
+12,943
+6,077% +$95.8K ﹤0.01% 4997
2023
Q1
$1.35K Sell
213
-1,197
-85% -$7.67K ﹤0.01% 6300
2022
Q4
$10.6K Buy
1,410
+1,204
+584% +$9.05K ﹤0.01% 5528
2022
Q3
$1K Buy
206
+2
+1% +$13 ﹤0.01% 6322
2022
Q2
$1K Sell
204
-235
-54% -$1.58K ﹤0.01% 6497
2022
Q1
$3K Buy
439
+3
+0.7% +$19 ﹤0.01% 6574
2021
Q4
$2K Hold
436
﹤0.01% 6878
2021
Q3
$2K Sell
436
-13
-3% -$58 ﹤0.01% 6564
2021
Q2
$2K Sell
449
-17,617
-98% -$69.2K ﹤0.01% 6534
2021
Q1
$61K Sell
18,066
-60,082
-77% -$207K ﹤0.01% 5721
2020
Q4
$223K Buy
78,148
+6,910
+10% +$17.5K ﹤0.01% 5027
2020
Q3
$160K Sell
71,238
-662
-0.9% -$1.76K ﹤0.01% 5074
2020
Q2
$202K Buy
71,900
+16,355
+29% +$43.9K ﹤0.01% 4905
2020
Q1
$145K Sell
55,545
-153,403
-73% -$695K ﹤0.01% 4870
2019
Q4
$1.14M Buy
208,948
+775
+0.4% +$4.26K ﹤0.01% 3765
2019
Q3
$1.22M Buy
208,173
+4,186
+2% +$25.6K ﹤0.01% 3692
2019
Q2
$1.46M Sell
203,987
-5,930
-3% -$40K ﹤0.01% 3601
2019
Q1
$1.42M Buy
209,917
+137,241
+189% +$999K ﹤0.01% 3623
2018
Q4
$496K Buy
72,676
+26,717
+58% +$250K ﹤0.01% 4349
2018
Q3
$508K Buy
45,959
+7,145
+18% +$75.3K ﹤0.01% 4424
2018
Q2
$383K Sell
38,814
-797
-2% -$7.34K ﹤0.01% 4651
2018
Q1
$319K Sell
39,611
-4,023
-9% -$31.2K ﹤0.01% 4703
2017
Q4
$299K Buy
43,634
+11,321
+35% +$79.5K ﹤0.01% 4749
2017
Q3
$233K Buy
32,313
+11,307
+54% +$85.6K ﹤0.01% 4846
2017
Q2
$170K Hold
21,006
﹤0.01% 4882
2017
Q1
$168K Sell
21,006
-40
-0.2% -$341 ﹤0.01% 4919
2016
Q4
$210K Buy
21,046
+15,290
+266% +$128K ﹤0.01% 4736
2016
Q3
$36K Hold
5,756
﹤0.01% 5418
2016
Q2
$31K Sell
5,756
-2,099
-27% -$11.3K ﹤0.01% 5362
2016
Q1
$39K Buy
7,855
+1,969
+33% +$8.85K ﹤0.01% 5310
2015
Q4
$28K Buy
5,886
+7
+0.1% +$42 ﹤0.01% 5482
2015
Q3
$33K Sell
5,879
-1,109
-16% -$6.14K ﹤0.01% 5390
2015
Q2
$46K Buy
6,988
+5,684
+436% +$38.8K ﹤0.01% 5351
2015
Q1
$8K Buy
1,304
+147
+13% +$987 ﹤0.01% 5691
2014
Q4
$9K Buy
1,157
+6
+0.5% +$50 ﹤0.01% 5671
2014
Q3
$11K Sell
1,151
-245
-18% -$2.53K ﹤0.01% 5536
2014
Q2
$15K Sell
1,396
-829
-37% -$9.51K ﹤0.01% 5495
2014
Q1
$28K Hold
2,225
﹤0.01% 5123
2013
Q4
$27K Hold
2,225
﹤0.01% 4922
2013
Q3
$25K Buy
2,225
+900
+68% +$10.4K ﹤0.01% 4894
2013
Q2
$14K Buy
+1,325
New +$13.7K ﹤0.01% 4969

Other funds holding EPM

Wells Fargo's EPM Position: Q1 2026 in Review

Wells Fargo reduced its Evolution Petroleum (EPM) stake by 21% in Q1 2026, selling an estimated $76.3K and leaving 67,789 shares worth $310K. The position accounts for ﹤0.01% of the portfolio, ranked #4426.

Wells Fargo first reported a position in EPM in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.46M in Q2 2019. 121 funds tracked by Wall St. Rank hold EPM as of Q1 2026.

  • Wells Fargo held 67,789 shares of Evolution Petroleum worth $310K as of Q1 2026.
  • Wells Fargo sold 18,334 Evolution Petroleum shares in Q1 2026, an estimated $76.3K.
  • Evolution Petroleum made up ﹤0.01% of Wells Fargo's portfolio in Q1 2026, its #4426 holding.
  • Wells Fargo first reported a position in Evolution Petroleum in Q2 2013 and has held it in 52 quarters since.
  • Wells Fargo's Evolution Petroleum position peaked at $1.46M in Q2 2019.
  • 121 funds tracked by Wall St. Rank held Evolution Petroleum as of Q1 2026.

Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.