Evolution PetroleumEPM
13F holders, Q4 2024 (December 31)113holders −1
12new positions
18sold out
3famous investors
$5.23avg. 13F price*
At the end of Q4 2024, 113 institutions reported holding Evolution Petroleum Corp. (EPM) in their 13F filings, down 1 from Q3 2024. 12 opened new positions and 18 sold out. The largest holders were BlackRock, Inc. ($13.8M), WealthTrust Axiom LLC ($9.1M) and Vanguard Group Inc. ($8.3M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Evolution Petroleum Corp.
- CUSIP
- 30049A107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $885K |
| Exits | 18 | $1.3M |
All 13F filers, Q3 2024 → Q4 2024: 1,141,630 shares bought and 717,530 shares sold, net +424,100 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 113 holders
| BlackRock, Inc. | 0.00% | Add +2.4% | 2,641,950 | $13.8M |
| WealthTrust Axiom LLC | 2.71% | Add +1.9% | 1,737,867 | $9.1M |
| Vanguard Group Inc. | 0.00% | Add +0.3% | 1,590,830 | $8.3M |
| Dimensional Fund Advisors LP | 0.00% | Add +6.3% | 1,510,454 | $7.9M |
| River Road Asset Management, LLC | 0.09% | No change | 1,323,211 | $6.9M |
| Renaissance Technologies | 0.01% | Reduce -2.3% | 1,095,956 | $5.7M |
| Ranger Investment Management, L.P. | 0.35% | Reduce -2.1% | 1,069,565 | $5.6M |
| North Star Investment Management Corp. | 0.30% | Add +1.2% | 833,264 | $4.4M |
| Geode Capital Management, LLC | 0.00% | Add +0.4% | 712,521 | $3.7M |
| State Street Corp. | 0.00% | Add +3.7% | 689,684 | $3.6M |
| American Century Companies Inc. | 0.00% | Add +31.0% | 629,696 | $3.3M |
| Morgan Stanley | 0.00% | Reduce -2.6% | 620,578 | $3.2M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -14.3% | 546,878 | $2.9M |
| UBS Group AG | 0.00% | Add +988.7% | 338,863 | $1.8M |
| Northern Trust Corp. | 0.00% | Add +4.8% | 319,784 | $1.7M |
| Register Financial Advisors LLC | 0.76% | Add +0.8% | 289,902 | $1.5M |
| Raymond James Financial Inc. | 0.00% | — | 282,496 | $1.5M |
| Bank of New York Mellon Corp | 0.00% | Reduce -38.2% | 248,872 | $1.3M |
| CWA Asset Management Group, LLC | 0.06% | Add +9.7% | 234,562 | $1.2M |
| Bard Associates Inc. | 0.40% | Reduce -4.5% | 223,117 | $1.2M |
| Perritt Capital Management Inc | 0.54% | Reduce -0.6% | 197,801 | $1.0M |
| Ethic Inc. | 0.01% | Add +27.8% | 127,263 | $666K |
| Goldman Sachs Group Inc. | 0.00% | Add +24.6% | 112,647 | $589K |
| Kings Path Partners LLC | 0.24% | No change | 107,430 | $562K |
| Bridgeway Capital Management, LLC | 0.01% | Reduce -2.3% | 96,033 | $502K |
| Charles Schwab Investment Management Inc. | 0.00% | No change | 88,524 | $463K |
| Invesco Ltd. | 0.00% | Add +1.3% | 72,650 | $380K |
| Wells Fargo & Company | 0.00% | Add +37.5% | 63,057 | $330K |
| Nuveen Asset Management, LLC | 0.00% | No change | 61,211 | $320K |
| Penn Mutual Asset Management | 0.81% | No change | 60,168 | $315K |
| Arete Wealth Advisors, LLC | 0.02% | Add +40.5% | 53,212 | $279K |
| Deutsche Bank AG | 0.00% | Add +99.5% | 52,092 | $272K |
| Bank of America Corp. | 0.00% | Add +39.3% | 51,446 | $269K |
| Barclays PLC | 0.00% | Add +8.8% | 49,309 | $258K |
| JPMorgan Chase & Co. | 0.00% | Add +240.1% | 48,336 | $253K |
| Susquehanna International Group, LLP | 0.00% | Reduce -59.9% | 46,339 | $242K |
| Connors Investor Services Inc. | 0.02% | Reduce -1.3% | 44,713 | $234K |
| Ancora Advisors LLC | 0.01% | Reduce -0.3% | 43,212 | $226K |
| Quantinno Capital Management LP | 0.00% | Reduce -18.6% | 41,501 | $217K |
| Ellevest, Inc. | 0.01% | Reduce -14.9% | 39,479 | $206K |
| Rhumbline Advisers | 0.00% | Reduce -4.0% | 39,365 | $206K |
| Prosperity Consulting Group, LLC | 0.01% | Add +54.0% | 36,020 | $188K |
| Victory Capital Management Inc. | 0.00% | Add +166.4% | 33,451 | $175K |
| Cerity Partners LLC | 0.00% | Add +30.9% | 32,634 | $171K |
| New York State Common Retirement Fund | 0.00% | No change | 31,462 | $165K |
| Algert Global LLC | 0.00% | No change | 30,730 | $161K |
| Campbell & CO Investment Adviser LLC | 0.01% | New | 29,610 | $155K |
| PharVision Advisers, LLC | 0.13% | — | 29,027 | $152K |
| XTX Topco Ltd | 0.01% | Add +37.0% | 28,941 | $151K |
| Two Sigma Investments, LP | 0.00% | New | 28,211 | $148K |
| Marshall Wace, LLP | 0.00% | New | 27,249 | $143K |
| Certior Financial Group, LLC | 0.12% | — | 26,730 | $140K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -27.4% | 26,030 | $136K |
| Citadel Advisors | 0.00% | Add +9.7% | 25,545 | $134K |
| Citigroup Inc. | 0.00% | Add +7.5% | 24,835 | $130K |
| Truist Financial Corp. | 0.00% | No change | 21,516 | $113K |
| MetLife Investment Management, LLC | 0.00% | Add +222.6% | 19,232 | $101K |
| Millennium Management | 0.00% | New | 18,560 | $97K |
| Alliancebernstein L.P. | 0.00% | No change | 17,610 | $92K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +4.5% | 17,540 | $92K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Add +11.7% | 17,413 | $91K |
| Engineers Gate Manager LP | 0.00% | New | 17,098 | $89K |
| Equitable Holdings, Inc. | 0.00% | Reduce -38.7% | 15,933 | $83K |
| LPL Financial LLC | 0.00% | Add +45.5% | 15,848 | $83K |
| Corebridge Financial, Inc. | 0.00% | Reduce -7.0% | 15,242 | $80K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | No change | 14,300 | $75K |
| HRT Financial LP | 0.00% | New | 13,664 | $71K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -10.0% | 13,205 | $69K |
| SG Americas Securities, LLC | 0.00% | Add +25.1% | 13,223 | $69K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -2.9% | 13,074 | $68K |
| Intech Investment Management LLC | 0.00% | New | 13,019 | $68K |
| T. Rowe Price Associates Inc. | 0.00% | New | 12,259 | $65K |
| Wellington Management Group LLP | 0.00% | Add +3.1% | 12,158 | $64K |
| Legal & General Group Plc | 0.00% | Add +56.7% | 12,088 | $63K |
| Caprock Group, LLC | 0.00% | Reduce -10.3% | 12,030 | $63K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | — | 11,089 | $58K |
| Osaic Holdings, Inc. | 0.00% | Add +49.5% | 11,021 | $58K |
| Chancellor Financial Group WB LP | 0.05% | — | 11,000 | $58K |
| Metis Global Partners, LLC | 0.00% | No change | 10,193 | $53K |
| Creative Planning | 0.00% | No change | 10,000 | $52K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +4.0% | 8,932 | $47K |
| Quarry LP | 0.01% | New | 7,738 | $40K |
| FMR LLC | 0.00% | Reduce -20.0% | 7,045 | $37K |
| NFSG Corp | 0.01% | No change | 5,775 | $30K |
| Royal Bank of Canada | 0.00% | Reduce -6.9% | 4,089 | $21K |
| BNP Paribas Financial Markets | 0.00% | Reduce -42.2% | 3,985 | $21K |
| Group One Trading LLC | 0.00% | Reduce -85.8% | 3,169 | $17K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 2,605 | $14K |
| California State Teachers Retirement System | 0.00% | No change | 2,221 | $12K |
| Arax Advisory Partners | 0.00% | No change | 1,671 | $9K |
| Versant Capital Management, Inc | 0.00% | Add +219.5% | 1,642 | $9K |
| Raffa Wealth Management, LLC | 0.00% | Reduce -21.9% | 1,628 | $9K |
| CoreCap Advisors, LLC | 0.00% | Add +2.3% | 1,559 | $8K |
| Amalgamated Bank | 0.00% | No change | 1,064 | $6K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 1,009 | $5K |
| Larson Financial Group LLC | 0.00% | New | 1,000 | $5K |
| SBI Securities Co., Ltd. | 0.00% | — | 953 | $5K |
| Golden State Wealth Management, LLC | 0.00% | — | 783 | $4K |
| Venturi Wealth Management, LLC | 0.00% | No change | 782 | $4K |
| Cwm, LLC | 0.00% | Add +141.7% | 829 | $4K |
| Sterling Capital Management LLC | 0.00% | Add +857.0% | 756 | $4K |
| GAMMA Investing LLC | 0.00% | Add +2068.8% | 694 | $4K |
| Park Square Financial Group, LLC | 0.00% | — | 500 | $3K |
| EverSource Wealth Advisors, LLC | 0.00% | New | 470 | $2K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 453 | $2K |
| Harbor Capital Advisors, Inc. | 0.00% | Add +82.5% | 447 | $2K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 250 | $1K |
| Farther Finance Advisors, LLC | 0.00% | No change | 206 | $1K |
| Jones Financial Companies LLLP | 0.00% | No change | 200 | $1K |
| True Wealth Design, LLC | 0.00% | New | 163 | $853 |
| Smartleaf Asset Management LLC | 0.00% | Reduce -74.1% | 76 | $389 |
| Creative Financial Designs Inc. | 0.00% | Reduce -50.0% | 15 | $80 |
| Covestor Ltd | 0.00% | Add +146.7% | 37 | $0 |
"% of holder's portfolio" is EPM's weight in each manager's 13F, not the share of Evolution Petroleum Corp. the manager owns.