Position in EPM
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$602,622
+$143,821 QoQ
Shares Held
131,577
+1.5% QoQ
Ownership
0.367%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
8 quarters on record
Voting authority
Sole 0.13528200217363218.ToString("F0")%
Shared 0.ToString("F0")%
None 99.86471799782638.ToString("F0")%
Common Shares in EPM Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Mar 31, 2026RITHOLTZ WEALTH MANAGEMENT holds $26,380,908 across 22 Oil & Gas E&P names. EPM ranks #8 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APA |
APA Corp
|
144,749 | $6,143,147 | |
| 2 | DVN |
Devon Energy Corp/De
|
105,230 | $5,295,173 | |
| 3 | COP |
Conocophillips
|
34,210 | $4,515,720 | |
| 4 | EOG |
Eog Resources Inc
|
16,457 | $2,379,188 | |
| 5 | CNQ |
CANADIAN NATURAL RESOURCES Ltd
|
32,763 | $1,596,540 | |
| 6 | OVV |
Ovintiv Inc.
|
17,970 | $1,066,699 | |
| 7 | TPL |
Texas Pacific Land Corp
|
1,382 | $655,841 | |
| 8 | EPM |
Evolution Petroleum Corp
This page
|
131,577 | $602,622 |
All Filings in EPM
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $602,622 | 131,577 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $458,801 | 129,605 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $655,115 | 135,916 | Shares | Sole | 2025-10-28 | |
| 2024-03-31 | $86,359 | 14,065 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $91,298 | 15,714 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $71,874 | 10,508 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $104,070 | 12,896 | Shares | Sole | 2023-07-17 | |
| 2022-09-30 | $70,762 | 10,167 | Shares | Sole | 2022-10-19 | |
| No filing history on record for this holder in this stock. | ||||||