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 2025
Institutional positions in Evolution Petroleum Corp as of Mar 31, 2025. 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
- 112
- 0 vs. Q4 2024
- Shares held
- 19.4M
- +185.9K (+1.0%) vs. Q4 2024
- Total value
- $100.4M
- −$5.54K (0.0%) vs. Q4 2024
- New holders
- 12
- 37 more added
- Sold out
- 12
- 45 more reduced
1 institution that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Evolution Petroleum Corp; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Russell Investments Group, Ltd. | 670,155 | $3.47M | 0.00% | +123,277+22.5% | Added |
| State Street Corp | 678,674 | $3.52M | 0.00% | −11,010−1.6% | Reduced |
| Geode Capital Management, LLC | 740,799 | $3.84M | 0.00% | +28,278+4.0% | Added |
| American Century Companies Inc | 749,442 | $3.88M | 0.00% | +119,746+19.0% | Added |
| North Star Investment Management Corp. | 828,396 | $4.29M | 0.31% | −4,868−0.6% | Reduced |
| Ranger Investment Management, L.P. | 1,067,070 | $5.53M | 0.40% | −2,495−0.2% | Reduced |
| Renaissance Technologies LLC | 1,096,297 | $5.68M | 0.01% | +3410.0% | Added |
| River Road Asset Management, LLC | 1,319,742 | $6.84M | 0.09% | −3,469−0.3% | Reduced |
| Dimensional Fund Advisors LP | 1,512,917 | $7.84M | 0.00% | +2,463+0.2% | Added |
| Vanguard Group Inc | 1,583,218 | $8.20M | 0.00% | −7,612−0.5% | Reduced |
| WealthTrust Axiom LLC | 1,767,188 | $9.15M | 2.79% | +29,321+1.7% | Added |
| BlackRock, Inc. | 2,577,124 | $13.3M | 0.00% | −64,826−2.5% | Reduced |
| Penn Mutual Asset Management, LLC | 0 | $0 | 0.00% | −60,168−100.0% | Sold out |
| PharVision Advisers, LLC | 0 | $0 | 0.00% | −29,027−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −28,941−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −27,249−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −26,030−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −18,560−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −17,098−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −13,664−100.0% | Sold out |
| Creative Planning | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −7,738−100.0% | Sold out |
| Venturi Wealth Management, LLC | 0 | $0 | 0.00% | −782−100.0% | Sold out |
| CIBC Private Wealth Group, LLC | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| Nuveen Asset Management, LLC | – | – | – | – | Not filed |