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 2025
Institutional positions in Evolution Petroleum Corp as of Jun 30, 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
- 109
- −2 vs. Q1 2025
- Shares held
- 19.5M
- +101.8K (+0.5%) vs. Q1 2025
- Total value
- $91.7M
- −$8.62M (−8.6%) vs. Q1 2025
- New holders
- 13
- 40 more added
- Sold out
- 15
- 36 more reduced
1 institution that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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 2025
Shares, value and share of portfolio for each institution holding Evolution Petroleum Corp; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Parkworth Wealth Management, Inc. | 131 | $616 | 0.00% | +131 | New |
| Rothschild Investment LLC | 115 | $541 | 0.00% | +115 | New |
| Ameritas Advisory Services, LLC | 100 | $470 | 0.00% | +100 | New |
| Creative Financial Designs Inc | 16 | $76 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 13 | $61 | 0.00% | +13 | New |
| EverSource Wealth Advisors, LLC | 9 | $42 | 0.00% | −2,307−99.6% | Reduced |
| True Wealth Design, LLC | 7 | $33 | 0.00% | −176−96.2% | Reduced |
| MJT & Associates Financial Advisory Group, Inc. | 2 | $5 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 3 | $0 | 0.00% | −27−90.0% | Reduced |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −37,726−100.0% | Sold out |
| Beaumont Capital Management, LLC | 0 | $0 | 0.00% | −19,070−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −15,019−100.0% | Sold out |
| Colony Group, LLC | 0 | $0 | 0.00% | −13,447−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −10,774−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −10,514−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −10,209−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −3,581−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −2,560−100.0% | Sold out |
| California State Teachers Retirement System | 0 | $0 | 0.00% | −2,221−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −543−100.0% | Sold out |
| GAMMA Investing LLC | 0 | $0 | 0.00% | −533−100.0% | Sold out |
| Versant Capital Management, Inc | 0 | $0 | 0.00% | −419−100.0% | Sold out |
| Nisa Investment Advisors, LLC | 0 | $0 | 0.00% | −343−100.0% | Sold out |
| Rise Advisors, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| CAPROCK Group, Inc. | – | – | – | – | Not filed |