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.
Q3 2025 vs. Q2 2025
How the institutions holding Evolution Petroleum Corp changed between Q2 2025 and Q3 2025.
All holders in Q3 2025All holders in Q2 2025
| Measure | Q2 2025 | Of which not filed for Q3 2025 | Q3 2025 | Change |
|---|---|---|---|---|
| Holders | 109 | 1 | 116 | +8 |
| Shares | 19.5M | 131 | 20.0M | +475.2K (+2.4%) |
| Value | $91.7M | $616 | $96.2M | +$4.46M (+4.9%) |
1 institution that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so the changes leave them out.
New holders (16)
Institutions that held Evolution Petroleum Corp at the end of Q3 2025 but not at the end of Q2 2025.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| O'Shaughnessy Asset Management, LLC | 223,925 | $1.08M | 0.01% |
| Ritholtz Wealth Management | 135,916 | $655.1K | 0.01% |
| Michels Family Financial, LLC | 46,317 | $223.2K | 0.17% |
| Coldstream Capital Management Inc | 24,838 | $119.7K | 0.00% |
| Mercer Global Advisors Inc | 18,239 | $87.9K | 0.00% |
| Colony Group, LLC | 12,418 | $87.8K | 0.00% |
| Kathmere Capital Management, LLC | 12,431 | $59.9K | 0.00% |
| Regent Peak Wealth Advisors LLC | 11,822 | $57.0K | 0.01% |
| Franklin Resources Inc | 10,963 | $52.8K | 0.00% |
| Clear Street Markets LLC | 3,900 | $18.8K | 0.01% |
| California State Teachers Retirement System | 1,942 | $9.36K | 0.00% |
| Simplex Trading, LLC | 1,724 | $8.00K | 0.00% |
| Versant Capital Management, Inc | 1,069 | $5.15K | 0.00% |
| Nisa Investment Advisors, LLC | 152 | $733 | 0.00% |
| GAMMA Investing LLC | 138 | $665 | 0.00% |
| Clearstead Advisors, LLC | 1 | $5 | 0.00% |
Sold out (8)
Institutions that held Evolution Petroleum Corp at the end of Q2 2025 and filed for Q3 2025 without it.
| Institution | Shares, Q2 2025 | Value, Q2 2025 |
|---|---|---|
| Susquehanna International Group, LLP | 69,309 | $325.8K |
| Oxford Asset Management LLP | 27,050 | $127.1K |
| Algert Global LLC | 22,168 | $104.2K |
| Campbell & CO Investment Adviser LLC | 15,492 | $72.8K |
| Garde Capital, Inc. | 1,200 | $5.64K |
| Park Square Financial Group, LLC | 500 | $2.35K |
| South State Corp. | 212 | $997 |
| Covestor Ltd | 3 | $0 |
Not filed for Q3 2025 yet (1)
Institutions that held Evolution Petroleum Corp at the end of Q2 2025 and haven't filed a 13F for Q3 2025. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q2 2025 | Value, Q2 2025 |
|---|---|---|
| Parkworth Wealth Management, Inc. | 131 | $616 |