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, Q2 2023
Institutional positions in Evolution Petroleum Corp as of Jun 30, 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
- 113
- +11 vs. Q1 2023
- Shares held
- 20.5M
- +2.05M (+11.1%) vs. Q1 2023
- Total value
- $165.6M
- +$48.9M (+41.9%) vs. Q1 2023
- New holders
- 37
- 33 more added
- Sold out
- 26
- 24 more reduced
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Evolution Petroleum Corp; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| State Street Corp | 481,954 | $3.89M | 0.00% | +341,119+242.2% | Added |
| Penn Mutual Asset Management, LLC | 538,754 | $4.35M | 3.92% | +85,000+18.7% | Added |
| North Star Investment Management Corp. | 578,440 | $4.67M | 0.38% | −3,560−0.6% | Reduced |
| Geode Capital Management, LLC | 627,671 | $5.07M | 0.00% | +324,738+107.2% | Added |
| Russell Investments Group, Ltd. | 637,558 | $5.15M | 0.01% | −195,797−23.5% | Reduced |
| Ranger Investment Management, L.P. | 916,722 | $7.40M | 0.45% | +74,037+8.8% | Added |
| River Road Asset Management, LLC | 1,202,822 | $9.71M | 0.13% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 1,224,386 | $9.88M | 0.00% | +91,405+8.1% | Added |
| Renaissance Technologies LLC | 1,539,384 | $12.4M | 0.02% | −224,813−12.7% | Reduced |
| Vanguard Group Inc | 1,547,115 | $12.5M | 0.00% | +236,181+18.0% | Added |
| WealthTrust Axiom LLC | 1,654,020 | $13.3M | 4.43% | −20,373−1.2% | Reduced |
| BlackRock Inc. | 2,791,264 | $22.5M | 0.00% | +1,788,454+178.3% | Added |
| BMS Financial Advisors, LLC | 2,234 | – | – | +2,234 | New |
| Millennium Management LLC | 0 | $0 | 0.00% | −397,149−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −192,654−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −81,155−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −65,598−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −53,173−100.0% | Sold out |
| Ancora Advisors, LLC | 0 | $0 | 0.00% | −52,303−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −29,765−100.0% | Sold out |
| 683 Capital Management, LLC | 0 | $0 | 0.00% | −25,146−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −20,649−100.0% | Sold out |
| Independent Financial Group, LLC | 0 | $0 | 0.00% | −19,200−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −18,540−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −17,900−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −17,400−100.0% | Sold out |
| D.A. Davidson & Co. | 0 | $0 | 0.00% | −13,500−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −12,910−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −11,657−100.0% | Sold out |
| Diametric Capital, LP | 0 | $0 | 0.00% | −11,521−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −11,037−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −7,167−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −5,385−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −4,859−100.0% | Sold out |
| Signaturefd, LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −772−100.0% | Sold out |
| Baystate Wealth Management LLC | 0 | $0 | 0.00% | −669−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −195−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |