Skip to main content
Equibles

OSAIC HOLDINGS, INC.

Position in EPM — Evolution Petroleum Corp

CIK 1677044 SCOTTSDALE, AZ
Back to EPM Full portfolio

Position in EPM

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$29,693
-$6,529 QoQ
Shares Held
8,069
+2.0% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#78
of 118 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in EPM Over Time

Shares Held

Position Value (USD)

Position in Oil & Gas E&P

Energy · as of Jun 30, 2026

OSAIC HOLDINGS, INC. holds $197,490,728 across 67 Oil & Gas E&P names. EPM ranks #44 (0.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 COP
Conocophillips
 487,151 $50,644,216
2 TPL
Texas Pacific Land Corp
 95,939 $41,986,742
3 EOG
Eog Resources Inc
 191,142 $24,796,849
4 OXY
Occidental Petroleum Corp /De/
 327,331 $15,898,463
5 DVN
Devon Energy Corp/De
 266,101 $10,995,291
6 FANG
Diamondback Energy, Inc.
 54,457 $9,572,449
7 RRC
Range Resources Corp
 149,874 $5,573,812
8 EXE
EXPAND ENERGY Corp
 59,955 $5,467,294

All Filings in EPM

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $29,693 8,069
2026-03-31 $36,222 7,909
2025-12-31 $27,756 7,841
2025-09-30 $41,273 8,563
2025-06-30 $37,872 8,058
2025-03-31 $91,809 17,724
2024-12-31 $57,638 11,021
2024-09-30 $39,150 7,373
2024-06-30 $32,520 6,171
2024-03-31 $1,266,166 206,216
2023-12-31 $958,533 164,980
2023-09-30 $26,052 3,809
2023-06-30 $29,173 3,615
2023-03-31 $27,895 4,421
2022-12-31 $21,185 2,806
2022-09-30 $37,402 5,374
2022-06-30 $4,400 806
2022-03-31 $24,824 3,656
2021-12-31 $9,372 1,856
2021-09-30 $4,862 856
2021-06-30 $4,245 856
2021-03-31 $2,724 806
2020-12-31 $2,297 806
2020-09-30 $1,120 500
2020-06-30 $1,400 500
2020-03-31 $4,437 1,700