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 2024
Institutional positions in Evolution Petroleum Corp as of Jun 30, 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
- 102
- −1 vs. Q1 2024
- Shares held
- 19.0M
- −313.4K (−1.6%) vs. Q1 2024
- Total value
- $100.1M
- −$18.4M (−15.5%) vs. Q1 2024
- New holders
- 20
- 42 more added
- Sold out
- 21
- 26 more reduced
Compare with Q1 2024: 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 2024
Shares, value and share of portfolio for each institution holding Evolution Petroleum Corp; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| WealthTrust Axiom LLC | 1,659,724 | $8.75M | 2.90% | −2,643−0.2% | Reduced |
| BlackRock Inc. | 2,608,605 | $13.7M | 0.00% | −36,685−1.4% | Reduced |
| Cornercap Investment Counsel Inc | 0 | $0 | 0.00% | −162,468−100.0% | Sold out |
| Ameriprise Financial Inc | 0 | $0 | 0.00% | −83,501−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −58,254−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −56,700−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −47,375−100.0% | Sold out |
| Aviva PLC | 0 | $0 | 0.00% | −36,857−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −24,387−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −22,900−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −21,108−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −15,297−100.0% | Sold out |
| Ritholtz Wealth Management | 0 | $0 | 0.00% | −14,065−100.0% | Sold out |
| Cetera Investment Advisers | 0 | $0 | 0.00% | −11,773−100.0% | Sold out |
| SpiderRock Advisors, LLC | 0 | $0 | 0.00% | −11,989−100.0% | Sold out |
| Voya Investment Management LLC | 0 | $0 | 0.00% | −10,698−100.0% | Sold out |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −1,800−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −1,724−100.0% | Sold out |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −982−100.0% | Sold out |
| Valley National Advisers Inc | 0 | $0 | 0.00% | −190−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −155−100.0% | Sold out |
| First Horizon Advisors, Inc. | 0 | $0 | 0.00% | −99−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |