Evolution Petroleum Corp

EPM

Exchange: NYSE
Industry: Crude Petroleum & Natural Gas
SEC CIK: 0001006655

SEC filings (opens in a new tab)

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.

Q3 2024 vs. Q2 2024

How the institutions holding Evolution Petroleum Corp changed between Q2 2024 and Q3 2024.

All holders in Q3 2024 All holders in Q2 2024

13F holders of EPM: Q2 2024 compared with Q3 2024
Measure	Q2 2024	Of which not filed for Q3 2024	Q3 2024	Change
Holders	102	1	114	+13
Shares	19.0M	2.61M	18.7M	+2.35M (+14.3%)
Value	$100.1M	$13.7M	$99.6M	+$13.2M (+15.3%)

1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (29)

Institutions that held Evolution Petroleum Corp at the end of Q3 2024 but not at the end of Q2 2024.

Institutions new to EPM in Q3 2024
Institution	Shares	Value	% of portfolio
BlackRock, Inc.	2,578,967	$13.7M	0.00%
CWA Asset Management Group, LLC	213,870	$1.14M	0.06%
Exchange Traded Concepts, LLC	55,935	$297.0K	0.01%
Ancora Advisors, LLC	43,362	$230.3K	0.01%
Algert Global LLC	30,730	$163.2K	0.00%
Cerity Partners LLC	24,925	$132.4K	0.00%
Truist Financial Corp	21,516	$114.3K	0.00%
XTX Topco Ltd	21,126	$112.2K	0.01%
Dynamic Technology Lab Private Ltd	19,739	$105.0K	0.01%
Sherbrooke Park Advisers LLC	19,514	$103.6K	0.02%
Jump Financial, LLC	15,877	$84.3K	0.00%
JustInvest LLC	15,589	$82.8K	0.00%
Cresset Asset Management, LLC	14,430	$76.6K	0.00%
CAPROCK Group, Inc.	13,404	$71.2K	0.00%
Wellington Management Group LLP	11,792	$62.6K	0.00%
SG Americas Securities, LLC	10,573	$56.0K	0.00%
Brevan Howard Capital Management LP	10,347	$54.9K	0.00%
Colony Group, LLC	10,223	$54.3K	0.00%
Creative Planning	10,000	$53.1K	0.00%
Quantbot Technologies LP	3,332	$17.7K	0.00%
SRS Capital Advisors, Inc.	1,671	$8.87K	0.00%
AdvisorNet Financial, Inc	1,500	$7.96K	0.00%
Venturi Wealth Management, LLC	782	$4.15K	0.00%
Smartleaf Asset Management LLC	293	$1.56K	0.00%
Ronald Blue Trust, Inc.	248	$1.31K	0.00%
Jones Financial Companies LLLP	200	$1.07K	0.00%
Harbor Capital Advisors, Inc.	245	$1.00K	0.00%
Sterling Capital Management LLC	79	$419	0.00%
Capital Performance Advisors LLP	11	$58	0.00%

Sold out (16)

Institutions that held Evolution Petroleum Corp at the end of Q2 2024 and filed for Q3 2024 without it.

Institutions that sold out of EPM in Q3 2024
Institution	Shares, Q2 2024	Value, Q2 2024
Kingsview Wealth Management, LLC	100,513	$529.7K
First Trust Advisors LP	83,535	$440.2K
Punch & Associates Investment Management, Inc.	73,062	$385.0K
Prudential Financial Inc	69,765	$367.7K
Gsa Capital Partners LLP	65,447	$345.0K
Sequoia Financial Advisors, LLC	57,941	$305.3K
Janney Montgomery Scott LLC	57,364	$302.0K
Campbell & CO Investment Adviser LLC	51,717	$272.5K
Sanctuary Advisors, LLC	30,846	$178.6K
AQR Capital Management LLC	17,726	$93.4K
Occudo Quantitative Strategies LP	17,280	$91.1K
Principal Financial Group Inc	16,283	$85.8K
HRT Financial LP	16,247	$85.0K
Atria Investments LLC	14,799	$78.0K
Comerica Bank	316	$1.67K
Rothschild Investment LLC	50	$264

Not filed for Q3 2024 yet (1)

Institutions that held Evolution Petroleum Corp at the end of Q2 2024 and haven't filed a 13F for Q3 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding EPM in Q2 2024 that haven't filed for Q3 2024
Institution	Shares, Q2 2024	Value, Q2 2024
BlackRock Inc.	2,608,605	$13.7M