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, Q1 2023
Institutional positions in Evolution Petroleum Corp as of Mar 31, 2023. 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
- 0 vs. Q4 2022
- Shares held
- 18.5M
- −1.46M (−7.3%) vs. Q4 2022
- Total value
- $116.7M
- −$33.8M (−22.5%) vs. Q4 2022
- New holders
- 15
- 42 more added
- Sold out
- 15
- 27 more reduced
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Evolution Petroleum Corp; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| WealthTrust Axiom LLC | 1,674,393 | $10.6M | 3.60% | +7,652+0.5% | Added |
| Renaissance Technologies LLC | 1,764,197 | $11.1M | 0.01% | +103,900+6.3% | Added |
| Wasatch Advisors Inc | 0 | $0 | 0.00% | −1,725,391−100.0% | Sold out |
| EAM Investors, LLC | 0 | $0 | 0.00% | −257,952−100.0% | Sold out |
| EAM Global Investors LLC | 0 | $0 | 0.00% | −154,519−100.0% | Sold out |
| Yacktman Asset Management LP | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Invesco Ltd. | 0 | $0 | 0.00% | −46,903−100.0% | Sold out |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −37,835−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −23,816−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −22,374−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −15,501−100.0% | Sold out |
| Janus Henderson Group PLC | 0 | $0 | 0.00% | −14,253−100.0% | Sold out |
| Corton Capital Inc. | 0 | $0 | 0.00% | −10,546−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −10,375−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −833−100.0% | Sold out |
| Royal Bank of Canada | 0 | $0 | 0.00% | −107−100.0% | Sold out |