Arete Wealth Advisors »

Evolution Petroleum Corporation shares owned by Arete Wealth Advisors

Quarter-by-quarter ownership of Evolution Petroleum Corporation (EPM) shares owned by Arete Wealth Advisors from 13F filings

Historical chart of Arete Wealth Advisors investment in Evolution Petroleum Corporation

Tip: Access up to 7 years of quarterly data

All positions including Evolution Petroleum Corporation held by Arete Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Evolution Petroleum Corporation by Arete Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $157k 27k 5.81

More positions owned by Arete Wealth Advisors

Abbvie (ABBV)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Apple (AAPL)
Disney Walt Com Disney (DIS)
Abbott Laboratories (ABT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Fs Kkr Capital Corp (FSK)
Spdr Gold Trust Gold Shs (GLD)
Spdr Ser Tr Spdr Bloomberg (BIL)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Ishares Tr Shrt Trs Bd Etf (SHV)

View all positions for Arete Wealth Advisors

Top funds holding Evolution Petroleum Corporation

Wealthtrust Axiom
Vanguard Group
Dimensional Fund Advisors
River Road Asset Management
North Star Investment Management
Punch & Associates Investment Management
Russell Investments
Bank of New York Mellon
Register Financial Advisors
Foundry Partners
Perritt Capital Management
Raymond James Financial Services Advisors
Advisor Group Holdings
Raymond James & Associates
CornerCap Investment Counsel

View all funds holding Evolution Petroleum Corporation