Castleview Partners, LLC

SEC CIK: 0001737088
Latest filing: Jul 20, 2026

SEC filings (opens in a new tab)

EPM holding history

Evolution Petroleum Corp in every 13F filed by Castleview Partners, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

EPM overview All 13F holders of EPM Full Q2 2026 holdings

Shares (Q2 2026): 115,393
Value: $424.6K
% of portfolio: 0.2%
Quarters held: 3; Since Q4 2025

Holdings of EPM by Castleview Partners, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	115,393	$424.6K	0.2%	+20,093+21.1%	Added	Holders
Q1 2026	95,300	$436.5K	0.2%	+17,000+21.7%	Added	Holders
Q4 2025	78,300	$277.2K	0.1%	+78,300	New	Holders