A detailed history of Wealth Trust Axiom LLC transactions in Evolution Petroleum Corp stock. As of the latest transaction made, Wealth Trust Axiom LLC holds 1,705,138 shares of EPM stock, worth $9.96 Million. This represents 2.75% of its overall portfolio holdings.

Number of Shares
1,705,138
Previous 1,659,724 2.74%
Holding current value
$9.96 Million
Previous $8.75 Million 3.52%
% of portfolio
2.75%
Previous 2.97%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

BUY
$4.64 - $5.75 $210,720 - $261,130
45,414 Added 2.74%
1,705,138 $9.05 Million
Q2 2024

Aug 13, 2024

SELL
$5.22 - $6.25 $13,796 - $16,518
-2,643 Reduced 0.16%
1,659,724 $8.75 Million
Q1 2024

May 10, 2024

SELL
$5.1 - $6.14 $20,833 - $25,081
-4,085 Reduced 0.25%
1,662,367 $10.2 Million
Q4 2023

Feb 05, 2024

BUY
$5.68 - $6.58 $141,165 - $163,532
24,853 Added 1.51%
1,666,452 $9.68 Million
Q3 2023

Nov 02, 2023

SELL
$6.47 - $9.92 $80,363 - $123,216
-12,421 Reduced 0.75%
1,641,599 $11.2 Million
Q2 2023

Aug 04, 2023

SELL
$6.23 - $8.5 $126,923 - $173,170
-20,373 Reduced 1.22%
1,654,020 $13.3 Million
Q1 2023

May 02, 2023

BUY
$5.42 - $7.31 $41,473 - $55,936
7,652 Added 0.46%
1,674,393 $10.6 Million
Q4 2022

Jan 30, 2023

BUY
$6.66 - $8.23 $2,450 - $3,028
368 Added 0.02%
1,666,741 $12.6 Million
Q3 2022

Nov 02, 2022

BUY
$4.95 - $8.53 $254,236 - $438,109
51,361 Added 3.18%
1,666,373 $11.6 Million
Q2 2022

Jul 27, 2022

BUY
$5.46 - $7.69 $499,786 - $703,911
91,536 Added 6.01%
1,615,012 $8.82 Million
Q1 2022

May 09, 2022

BUY
$5.18 - $7.89 $184,454 - $280,955
35,609 Added 2.39%
1,523,476 $10.3 Million
Q4 2021

Feb 02, 2022

BUY
$4.65 - $6.58 $75,353 - $106,628
16,205 Added 1.1%
1,487,867 $7.51 Million
Q3 2021

Oct 14, 2021

BUY
$3.65 - $5.72 $78,193 - $122,539
21,423 Added 1.48%
1,471,662 $8.36 Million
Q2 2021

Jul 22, 2021

BUY
$3.13 - $5.15 $669,716 - $1.1 Million
213,967 Added 17.31%
1,450,239 $7.19 Million
Q1 2021

Apr 14, 2021

BUY
$2.75 - $4.35 $298,361 - $471,953
108,495 Added 9.62%
1,236,272 $4.18 Million
Q4 2020

Feb 04, 2021

BUY
$2.14 - $3.15 $294,913 - $434,101
137,810 Added 13.92%
1,127,777 $3.21 Million
Q3 2020

Oct 21, 2020

SELL
$2.24 - $2.93 $98,723 - $129,133
-44,073 Reduced 4.26%
989,967 $2.22 Million
Q2 2020

Jul 31, 2020

SELL
$2.23 - $3.2 $39,796 - $57,107
-17,846 Reduced 1.7%
1,034,040 $2.9 Million
Q1 2020

Apr 10, 2020

BUY
$2.16 - $5.62 $194,134 - $505,108
89,877 Added 9.34%
1,051,886 $2.75 Million
Q4 2019

Feb 04, 2020

BUY
$5.08 - $5.86 $982,482 - $1.13 Million
193,402 Added 25.16%
962,009 $5.26 Million
Q3 2019

Nov 05, 2019

BUY
$5.55 - $7.05 $175,663 - $223,139
31,651 Added 4.29%
768,607 $4.49 Million
Q2 2019

Aug 07, 2019

BUY
$5.99 - $7.29 $416,514 - $506,910
69,535 Added 10.42%
736,956 $5.27 Million
Q1 2019

May 03, 2019

BUY
$6.75 - $7.95 $207,711 - $244,637
30,772 Added 4.83%
667,421 $4.51 Million
Q4 2018

Feb 01, 2019

BUY
$6.17 - $12.32 $296,659 - $592,357
48,081 Added 8.17%
636,649 $4.34 Million
Q3 2018

Nov 01, 2018

SELL
$9.65 - $11.85 $223,812 - $274,837
-23,193 Reduced 3.79%
588,568 $6.5 Million
Q2 2018

Jul 30, 2018

SELL
$7.9 - $10.3 $363,313 - $473,686
-45,989 Reduced 6.99%
611,761 $6.03 Million
Q1 2018

May 01, 2018

BUY
$6.85 - $8.25 $57,505 - $69,258
8,395 Added 1.29%
657,750 $5.29 Million
Q4 2017

Feb 01, 2018

BUY
$6.45 - $7.5 $74,890 - $87,082
11,611 Added 1.82%
649,355 $4.45 Million
Q3 2017

Nov 01, 2017

BUY
$6.65 - $8.05 $4.24 Million - $5.13 Million
637,744
637,744 $4.59 Million

Others Institutions Holding EPM

About EVOLUTION PETROLEUM CORP


  • Ticker EPM
  • Exchange NYSE
  • Sector Energy
  • Industry Oil & Gas E&P
  • Shares Outstandng 33,466,900
  • Market Cap $195M
  • Description
  • Evolution Petroleum Corporation, an oil and natural gas company, engages in the development, production, ownership, and management of oil and gas properties in the United States. The company holds interests in a CO2 enhanced oil recovery project in Louisiana's Delhi field. Its Delhi Holt-Bryant Unit covers an area of 13,636 acres located in Nort...
More about EPM
Track This Portfolio

Track Wealth Trust Axiom LLC Portfolio

Follow Wealth Trust Axiom LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Trust Axiom LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Trust Axiom LLC with notifications on news.