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Evolution Petroleum Corporation shares owned by Cassaday & Co Wealth Management

Quarter-by-quarter ownership of Evolution Petroleum Corporation (EPM) shares owned by Cassaday & Co Wealth Management from 13F filings

Historical chart of Cassaday & Co Wealth Management investment in Evolution Petroleum Corporation

Tip: Access up to 7 years of quarterly data

All positions including Evolution Petroleum Corporation held by Cassaday & Co Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Evolution Petroleum Corporation by Cassaday & Co Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.7k 380 4.58

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Vanguard World Mega Grwth Ind (MGK)
World Gold Tr Spdr Gld Minis (GLDM)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Rus 2000 Grw Etf (IWO)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Ishares Tr S&p 500 Val Etf (IVE)
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Select Sector Spdr Tr State Street Rea (XLRE)
Ishares Tr Rus 2000 Val Etf (IWN)
Ishares Tr Msci Emg Mkt Etf (EEM)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Ishares Tr Rus 1000 Val Etf (IWD)
Proshares Tr S&p 500 Dv Arist (NOBL)
Barclays Bank Djubs Cmdt Etn36 (DJP)

View all positions for Cassaday & Co Wealth Management

Top funds holding Evolution Petroleum Corporation

BlackRock
Wealthtrust Axiom
Vanguard Group
Dimensional Fund Advisors
Vanguard Capital Management
Renaissance Technologies
American Century Companies
Geode Capital Management
Raymond James Financial
CWA Asset Management
State Street Corporation
Morgan Stanley
North Star Investment Management
Citadel Advisors
Register Financial Advisors

View all funds holding Evolution Petroleum Corporation