Castleview Partners, LLC

Position in EPM — Evolution Petroleum Corp

CIK 1737088 DALLAS, TX

Position in EPM

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$424,646

-$11,828 QoQ

Shares Held

115,393

+21.1% QoQ

Ownership

0.322%

of shares outstanding

% of Portfolio

0.37%

of 13F equity value

Holder Rank

#21

of 117 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Castleview Partners, LLC holds $5,570,344 across 3 Oil & Gas E&P names. EPM ranks #2 (7.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COP	Conocophillips	47,126	$4,899,218
2	EPM	Evolution Petroleum Corp This page	115,393	$424,646
3	CNQ	CANADIAN NATURAL RESOURCES Ltd	6,240	$246,480

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$424,646	115,393	+21.1%	Shares	Sole	2026-07-20
2026-03-31	$436,474	95,300	+21.7%	Shares	Sole	2026-05-01
2025-12-31	$277,182	78,300	—	Shares	Sole	2026-01-12
No filing history on record for this holder in this stock.