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 2024
Institutional positions in Evolution Petroleum Corp as of Mar 31, 2024. 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
- 103
- −6 vs. Q4 2023
- Shares held
- 19.3M
- −783.9K (−3.9%) vs. Q4 2023
- Total value
- $118.5M
- +$1.77M (+1.5%) vs. Q4 2023
- New holders
- 15
- 33 more added
- Sold out
- 21
- 42 more reduced
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Evolution Petroleum Corp; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 1,611,605 | $9.90M | 0.00% | +8,904+0.6% | Added |
| WealthTrust Axiom LLC | 1,662,367 | $10.2M | 3.29% | −4,085−0.2% | Reduced |
| BlackRock Inc. | 2,645,290 | $16.2M | 0.00% | −124,834−4.5% | Reduced |
| Proequities, Inc. | 0 | $0 | 0.00% | −289−100.0% | Sold out |
| Foundry Partners, LLC | 0 | $0 | 0.00% | −194,870−100.0% | Sold out |
| State Board of Administration of Florida Retirement System | 0 | $0 | 0.00% | −72,515−100.0% | Sold out |
| State of Tennessee, Treasury Department | 0 | $0 | 0.00% | −44,856−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −37,390−100.0% | Sold out |
| Alps Advisors Inc | 0 | $0 | 0.00% | −35,533−100.0% | Sold out |
| Seizert Capital Partners, LLC | 0 | $0 | 0.00% | −29,803−100.0% | Sold out |
| Arete Wealth Advisors, LLC | 0 | $0 | 0.00% | −26,940−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −20,327−100.0% | Sold out |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −16,712−100.0% | Sold out |
| Brandywine Global Investment Management, LLC | 0 | $0 | 0.00% | −16,019−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −15,182−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −14,900−100.0% | Sold out |
| Gradient Investments LLC | 0 | $0 | 0.00% | −12,779−100.0% | Sold out |
| Legato Capital Management LLC | 0 | $0 | 0.00% | −12,669−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −9,400−100.0% | Sold out |
| Atwood & Palmer Inc | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Gladius Capital Management LP | 0 | $0 | 0.00% | −4,690−100.0% | Sold out |
| US Bancorp | 0 | $0 | 0.00% | −1,450−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −182−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −110−100.0% | Sold out |