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Equibles

Summit Trail Advisors, LLC

Position in EPM — Evolution Petroleum Corp

CIK 1698478 NEW YORK, NY
Back to EPM Full portfolio

Position in EPM

as of Jun 30, 2026 · filed Aug 11, 2026
Position Value
$58,773
-$12,235 QoQ
Shares Held
15,971
+3.0% QoQ
Ownership
0.045%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#61
of 118 holders
Holding Since
Mar 2026
2 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, 2026

Summit Trail Advisors, LLC holds $26,990,396 across 18 Oil & Gas E&P names. EPM ranks #18 (0.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 COP
Conocophillips
 55,214 $5,740,047
2 DVN
Devon Energy Corp/De
 82,294 $3,400,388
3 APA
APA Corp
 73,509 $2,394,188
4 EOG
Eog Resources Inc
 16,203 $2,102,015
5 FANG
Diamondback Energy, Inc.
 10,705 $1,881,724
6 OXY
Occidental Petroleum Corp /De/
 35,226 $1,710,926
7 EXE
EXPAND ENERGY Corp
 16,668 $1,519,954
8 EQT
EQT Corp
 27,580 $1,466,428

All Filings in EPM

Export CSV
2 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $58,773 15,971
2026-03-31 $71,008 15,504