Institutional Ownership Evolution Petroleum Corp (EPM)
This table provides information about the institutional ownership of Evolution Petroleum Corp (EPM). We have compiled data on the 118 institutions that hold shares in the stock, with a total of 20.3 Million shares, which have been reported (via 13F filing form) to have a value of $86.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
105,657
shares
|
$449,042
0.0% of portfolio
|
Q3 2025
Added 65.0%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 10, 2025 Q3 2025 |
96,795
shares
|
$411,378
0.0% of portfolio
|
Q3 2025
Added 0.59%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
95,093
shares
|
$404,145
0.0% of portfolio
|
Q3 2025
Reduced 8.98%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
85,377
shares
|
$362,852
0.0% of portfolio
|
Q3 2025
Added 107.6%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 12, 2026 Q4 2025 |
78,300
shares
|
$332,775
0.23% of portfolio
|
Q4 2025
New holding
|
|
|
Bridgeway Capital Management, LLC
Houston, TX |
Nov 14, 2025 Q3 2025 |
74,333
shares
|
$315,915
0.01% of portfolio
|
Q1 2025
Reduced 22.6%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
65,950
shares
|
$280,287
0.12% of portfolio
|
Q1 2025
Reduced 38.61%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
63,428
shares
|
$269,569
0.0% of portfolio
|
Q3 2025
Added 79.32%
|
|
|
Nuveen, LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
61,999
shares
|
$263,495
0.0% of portfolio
|
Q2 2025
Added 1.29%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
61,211
shares
|
$260,146
0.0% of portfolio
|
Q3 2023
Reduced 47.72%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
52,998
shares
|
$225,241
0.02% of portfolio
|
Q3 2025
Reduced 0.4%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
49,788
shares
|
$211,599
0.0% of portfolio
|
Q3 2025
Added 51.38%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
48,707
shares
|
$207,004
0.0% of portfolio
|
Q3 2025
Reduced 14.23%
|
|
|
Barclays PLC
London, X0 |
Nov 12, 2025 Q3 2025 |
47,618
shares
|
$202,376
0.0% of portfolio
|
Q3 2025
Reduced 19.14%
|
|
|
Michels Family Financial, LLC
Fort Worth, TX |
Nov 10, 2025 Q3 2025 |
46,317
shares
|
$196,847
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
42,610
shares
|
$181,092
0.0% of portfolio
|
Q3 2025
Reduced 1.75%
|
|
|
Connors Investor Services Inc
Wyomissing, PA |
Nov 25, 2025 Q3 2025 |
42,036
shares
|
$178,653
0.02% of portfolio
|
Q3 2025
Reduced 4.69%
|
|
|
Victory Capital Management Inc
|
Nov 12, 2025 Q3 2025 |
37,455
shares
|
$159,183
0.0% of portfolio
|
Q3 2025
Reduced 25.29%
|
|
|
Rhumbline Advisers
Boston, MA |
Nov 06, 2025 Q3 2025 |
36,510
shares
|
$155,167
0.0% of portfolio
|
Q3 2025
Reduced 12.77%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
32,864
shares
|
$139,672
0.0% of portfolio
|
Q3 2025
Added 152.37%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2025 Q3 2025 |
30,845
shares
|
$131,091
0.0% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Ellevest, Inc.
|
Nov 14, 2025 Q3 2025 |
30,600
shares
|
$130,050
0.02% of portfolio
|
Q3 2025
Added 29.96%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
29,042
shares
|
$123,428
0.0% of portfolio
|
Q3 2025
Added 3.92%
|
|
|
Certior Financial Group, LLC
King Of Prussia, PA |
Oct 31, 2025 Q3 2025 |
27,303
shares
|
$116,037
0.09% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
26,722
shares
|
$113,568
0.0% of portfolio
|
Q3 2025
Added 6.71%
|
|