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.
Q4 2023 vs. Q3 2023
How the institutions holding Evolution Petroleum Corp changed between Q3 2023 and Q4 2023.
All holders in Q4 2023All holders in Q3 2023
| Measure | Q3 2023 | Q4 2023 | Change |
|---|---|---|---|
| Holders | 117 | 109 | −8 |
| Shares | 20.2M | 20.1M | −110.0K (−0.5%) |
| Value | $139.1M | $116.8M | −$22.3M (−16.0%) |
New holders (11)
Institutions that held Evolution Petroleum Corp at the end of Q4 2023 but not at the end of Q3 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Aviva PLC | 102,984 | $598.3K | 0.00% |
| State Board of Administration of Florida Retirement System | 72,515 | $421.3K | 0.00% |
| Exchange Traded Concepts, LLC | 64,836 | $376.7K | 0.01% |
| Arete Wealth Advisors, LLC | 26,940 | $156.5K | 0.01% |
| Squarepoint Ops LLC | 15,182 | $88.2K | 0.00% |
| Aquatic Capital Management LLC | 9,400 | $55.0K | 0.00% |
| Gladius Capital Management LP | 4,690 | $27.2K | 0.02% |
| Federated Hermes, Inc. | 201 | $1.17K | 0.00% |
| GAMMA Investing LLC | 119 | $668 | 0.00% |
| Glassman Wealth Services | 110 | $639 | 0.00% |
| Creative Financial Designs Inc | 15 | $87 | 0.00% |
Sold out (19)
Institutions that held Evolution Petroleum Corp at the end of Q3 2023 and filed for Q4 2023 without it.
| Institution | Shares, Q3 2023 | Value, Q3 2023 |
|---|---|---|
| Arrowstreet Capital, Limited Partnership | 304,023 | $2.08M |
| LSV Asset Management | 208,100 | $1.42M |
| Algert Global LLC | 79,874 | $546.3K |
| Navellier & Associates Inc | 48,060 | $328.7K |
| Gsa Capital Partners LLP | 43,075 | $295.0K |
| Martingale Asset Management L P | 22,020 | $150.6K |
| Mutual Advisors, LLC | 16,625 | $113.7K |
| Woodstock Corp | 13,988 | $95.7K |
| Wolverine Trading, LLC | 13,190 | $90.2K |
| Janus Henderson Group PLC | 12,767 | $87.3K |
| Thrivent Financial for Lutherans | 10,753 | $74.0K |
| PEAK6 Investments LLC | 7,749 | $53.0K |
| Lazard Asset Management LLC | 5,209 | $35.0K |
| Copeland Capital Management, LLC | 3,529 | $24.1K |
| Great West Life Assurance Co | 2,379 | $16.0K |
| Tucker Asset Management LLC | 2,172 | $14.9K |
| Stone House Investment Management, LLC | 203 | $1.39K |
| Parallel Advisors, LLC | 188 | $1.29K |
| Umb Bank N A | 158 | $1.08K |