Position in EPM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$4,968
-$6,188 QoQ
Shares Held
1,350
-44.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#93
of 117 holders
Holding Since
Mar 2020
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EPM Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Jun 30, 2026RAFFA WEALTH MANAGEMENT, LLC holds $65,550 across 24 Oil & Gas E&P names. EPM ranks #6 (7.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EPSN |
Epsilon Energy Ltd.
|
2,118 | $11,458 | |
| 2 | COP |
Conocophillips
|
93 | $9,668 | |
| 3 | EOG |
Eog Resources Inc
|
60 | $7,783 | |
| 4 | CNQ |
CANADIAN NATURAL RESOURCES Ltd
|
190 | $7,505 | |
| 5 | INR |
Infinity Natural Resources, Inc.
|
482 | $6,121 | |
| 6 | EPM |
Evolution Petroleum Corp
This page
|
1,350 | $4,968 | |
| 7 | FANG |
Diamondback Energy, Inc.
|
20 | $3,515 | |
| 8 | DVN |
Devon Energy Corp/De
|
83 | $3,429 |
All Filings in EPM
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,968 | 1,350 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $11,156 | 2,436 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $6,786 | 1,917 | Shares | Sole | 2026-07-27 | |
| 2025-09-30 | $9,239 | 1,917 | Shares | Sole | 2026-07-27 | |
| 2025-06-30 | $9,009 | 1,917 | Shares | Sole | 2026-07-27 | |
| 2025-03-31 | $8,433 | 1,628 | Shares | Sole | 2026-07-27 | |
| 2024-12-31 | $8,514 | 1,628 | Shares | Sole | 2026-07-27 | |
| 2024-09-30 | $11,071 | 2,085 | Shares | Sole | 2026-07-27 | |
| 2024-06-30 | $10,987 | 2,085 | Shares | Sole | 2026-07-27 | |
| 2024-03-31 | $12,801 | 2,085 | Shares | Sole | 2026-07-27 | |
| 2023-12-31 | $9,615 | 1,655 | Shares | Sole | 2026-07-27 | |
| 2023-09-30 | $9,083 | 1,328 | Shares | Sole | 2026-07-27 | |
| 2023-06-30 | $6,706 | 831 | Shares | Sole | 2026-07-27 | |
| 2021-06-30 | $6,353 | 1,281 | Shares | Sole | 2026-07-27 | |
| 2021-03-31 | $4,329 | 1,281 | Shares | Sole | 2026-07-27 | |
| 2020-12-31 | $3,650 | 1,281 | Shares | Sole | 2026-07-27 | |
| 2020-09-30 | $4,491 | 2,005 | Shares | Sole | 2026-07-27 | |
| 2020-06-30 | $6,174 | 2,205 | Shares | Sole | 2026-07-27 | |
| 2020-03-31 | $2,876 | 1,102 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||