Evolution Petroleum Corp
EPM- Exchange
- NYSE
- Industry
- Crude Petroleum & Natural Gas
- SEC CIK
- 0001006655
No open-market purchases or sales by Evolution Petroleum Corp insiders were filed in the last 90 days; 117 institutions reported holding it in 13F filings for Q2 2026, worth $66.4M in total; no superinvestor holds it.
13F holders, Q4 2022
Institutional positions in Evolution Petroleum Corp as of Dec 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 102
- +6 vs. Q3 2022
- Shares held
- 19.9M
- −558.8K (−2.7%) vs. Q3 2022
- Total value
- $150.5M
- +$7.88M (+5.5%) vs. Q3 2022
- New holders
- 17
- 28 more added
- Sold out
- 11
- 43 more reduced
Compare with Q3 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting EPM on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 117 | $66.4M |
| Q1 2026 | 122 | $81.8M |
| Q4 2025 | 119 | $64.3M |
| Q3 2025 | 116 | $96.2M |
| Q2 2025 | 109 | $91.7M |
| Q1 2025 | 112 | $100.4M |
| Q4 2024 | 113 | $100.8M |
| Q3 2024 | 114 | $99.6M |
| Q2 2024 | 102 | $100.1M |
| Q1 2024 | 103 | $118.5M |
| Q4 2023 | 109 | $116.8M |
| Q3 2023 | 117 | $139.1M |
| Q2 2023 | 113 | $165.6M |
| Q1 2023 | 102 | $116.7M |
| Q4 2022 | 102 | $150.5M |
| Q3 2022 | 96 | $142.6M |
| Q2 2022 | 81 | $116.0M |
| Q1 2022 | 87 | $147.8M |
| Q4 2021 | 75 | $107.2M |
| Q3 2021 | 78 | $118.1M |
| Q2 2021 | 78 | $106.0M |
| Q1 2021 | 78 | $76.7M |
Institutions, Q4 2022
Shares, value and share of portfolio for each institution holding Evolution Petroleum Corp; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| WealthTrust Axiom LLC | 1,666,741 | $12.6M | 4.39% | +3680.0% | Added |
| Wasatch Advisors Inc | 1,725,391 | $13.0M | 0.09% | −325,162−15.9% | Reduced |
| Silverleafe Capital Partners, LLC | 0 | $0 | 0.00% | −69,500−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −44,892−100.0% | Sold out |
| Goldman Sachs Group Inc | 0 | $0 | 0.00% | −43,294−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −26,107−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −23,503−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −23,410−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −23,315−100.0% | Sold out |
| Delphia (USA) Inc. | 0 | $0 | 0.00% | −14,275−100.0% | Sold out |
| Ritholtz Wealth Management | 0 | $0 | 0.00% | −10,167−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −9,265−100.0% | Sold out |
| Cutler Group LP | 0 | $0 | 0.00% | −1,576−100.0% | Sold out |