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, Q4 2024
Institutional positions in Evolution Petroleum Corp as of Dec 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
- 113
- +1 vs. Q3 2024
- Shares held
- 19.3M
- +785.4K (+4.2%) vs. Q3 2024
- Total value
- $100.8M
- +$2.58M (+2.6%) vs. Q3 2024
- New holders
- 20
- 43 more added
- Sold out
- 19
- 27 more reduced
2 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Evolution Petroleum Corp; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Russell Investments Group, Ltd. | 546,878 | $2.86M | 0.00% | −91,392−14.3% | Reduced |
| Morgan Stanley | 620,578 | $3.25M | 0.00% | −16,813−2.6% | Reduced |
| American Century Companies Inc | 629,696 | $3.29M | 0.00% | +149,130+31.0% | Added |
| State Street Corp | 689,684 | $3.61M | 0.00% | +24,445+3.7% | Added |
| Geode Capital Management, LLC | 712,521 | $3.73M | 0.00% | +2,657+0.4% | Added |
| North Star Investment Management Corp. | 833,264 | $4.36M | 0.30% | +10,129+1.2% | Added |
| Ranger Investment Management, L.P. | 1,069,565 | $5.59M | 0.35% | −23,510−2.2% | Reduced |
| Renaissance Technologies LLC | 1,095,956 | $5.73M | 0.01% | −25,641−2.3% | Reduced |
| River Road Asset Management, LLC | 1,323,211 | $6.92M | 0.09% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 1,510,454 | $7.90M | 0.00% | +89,697+6.3% | Added |
| Vanguard Group Inc | 1,590,830 | $8.32M | 0.00% | +4,927+0.3% | Added |
| WealthTrust Axiom LLC | 1,737,867 | $9.09M | 2.71% | +32,729+1.9% | Added |
| BlackRock, Inc. | 2,641,950 | $13.8M | 0.00% | +62,983+2.4% | Added |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −55,935−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −35,484−100.0% | Sold out |
| Corton Capital Inc. | 0 | $0 | 0.00% | −24,300−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −19,739−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −19,514−100.0% | Sold out |
| Moors & Cabot, Inc. | 0 | $0 | 0.00% | −16,544−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −15,909−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −15,877−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −14,430−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −10,347−100.0% | Sold out |
| Colony Group, LLC | 0 | $0 | 0.00% | −10,223−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −3,894−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −3,332−100.0% | Sold out |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| nVerses Capital, LLC | 0 | $0 | 0.00% | −1,300−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −248−100.0% | Sold out |
| Aspire Private Capital, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Jamison Private Wealth Management, Inc. | 0 | $0 | 0.00% | −8,000−100.0% | Sold out |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | Not filed |
| Raymond James & Associates | – | – | – | – | Not filed |