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
2024-09-30 $202k 38k 5.33
2023-12-31 $157k 27k 5.81

More positions owned by Arete Wealth Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Walt Disney Company (DIS)
Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
NVIDIA Corporation (NVDA)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vaneck Etf Trust Ig Floating Rate (FLTR)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Microsoft Corporation (MSFT)
Ishares Tr Eafe Value Etf (EFV)
Spdr Gold Tr Gold Shs (GLD)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Amazon (AMZN)

View all positions for Arete Wealth Advisors

Top funds holding Evolution Petroleum Corporation

BlackRock
BlackRock
Wealthtrust Axiom
Vanguard Group
Dimensional Fund Advisors
River Road Asset Management
Renaissance Technologies
Ranger Investment Management
North Star Investment Management
Geode Capital Management
State Street Corporation
Morgan Stanley
Russell Investments
American Century Companies
Bank of New York Mellon

View all funds holding Evolution Petroleum Corporation