Ownership history in Ellevest, Inc. · 21 quarters on record
This page tracks every 13F SEC filing in which Ellevest, Inc. reported a position in EVOLUTION PETROLEUM CORP COM (EPM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 48,933 | +18,333 | +59.9% | 0.02% | $173K | $3.45 |
| 2025 Q3 | ADDED | 30,600 | +7,055 | +30.0% | 0.02% | $147K | $4.56 |
| 2025 Q2 | REDUCED | 23,545 | -19,176 | -44.9% | 0.02% | $111K | $4.34 |
| 2025 Q1 | ADDED | 42,721 | +3,242 | +8.2% | 0.01% | $221K | $4.68 |
| 2024 Q4 | REDUCED | 39,479 | -6,909 | -14.9% | 0.01% | $206K | $4.61 |
| 2024 Q3 | ADDED | 46,388 | +7,044 | +17.9% | 0.01% | $246K | $4.58 |
| 2024 Q2 | ADDED | 39,344 | +3,173 | +8.8% | 0.01% | $207K | $4.45 |
| 2024 Q1 | ADDED | 36,171 | +35,976 | +18449.2% | 0.01% | $222K | $5.07 |
| 2023 Q1 | UNCHANGED | 195 | — | 0% | 0.00% | $1K | $4.85 |
| 2022 Q4 | UNCHANGED | 195 | — | 0% | 0.00% | $1K | $5.69 |
As of 2025 Q4 — sorted by position size