Advisor OS, LLC

Position in EPM — Evolution Petroleum Corp

CIK 1767580 CHICAGO, IL

Position in EPM

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$189,383

-$50,407 QoQ

Shares Held

51,463

-1.7% QoQ

Ownership

0.143%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#34

of 118 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Advisor OS, LLC holds $1,345,968 across 4 Oil & Gas E&P names. EPM ranks #4 (14.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COP	Conocophillips	6,345	$659,623
2	EOG	Eog Resources Inc	2,159	$280,084
3	EQT	EQT Corp	4,079	$216,878
4	EPM	Evolution Petroleum Corp This page	51,463	$189,383

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$189,383	51,463	-1.7%	Shares	Sole	2026-08-05
2026-03-31	$239,790	52,356	—	Shares	Sole	2026-05-08
No filing history on record for this holder in this stock.