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EVOLUTION PETROLEUM CORP hedge fund holdings

EPMNYSE
$3.58+0.01 (+0.28%)as of Oct 2, 2026

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

EPM · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 2, 2025 to Oct 2, 2026. Price (-26.0%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q2 20253540$3.87M$3.29M101Aug 14, 2025
Q3 20253727$4.16M$3.31M107Nov 14, 2025
Q4 20254545$6.14M$12.7M113Feb 14, 2026
Q1 20264448$7.06M$5.12M117May 15, 2026
Q2 20265134$5.46M$4.28M111Aug 14, 2026

Quarterly action breakdown

Q2 2026
111 filers
New position
17
$777K+211K sh
Increased
34
$4.68M+1.27M sh
Reduced
20
-$2.71M-736K sh
Out / sold
14
-$1.57M-426K sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
Quantinno Capital Management LPAdded 157.94%+$387K$632K0.00%Aug 13, 2026
CWA Asset Management Group, LLCAdded 13.60%+$355K$2.97M0.09%Jul 14, 2026
WealthTrust Axiom LLCAdded 3.58%+$281K$8.14M1.82%Aug 11, 2026
Ethic Inc.Reduce 52.07%-$150K$138K0.00%Jul 29, 2026
Odyssean, LLCSell 100%-$146K$00.00%Aug 14, 2026
Graham Capital Management, L.P.Reduce 57.35%-$131K$97.1K0.00%Aug 14, 2026
Lido Advisors, LLCNew Buy+$87.5K$87.5K0.00%Aug 7, 2026
Castleview Partners, LLCAdded 21.08%+$73.9K$425K0.19%Jul 20, 2026
Campbell & CO Investment Adviser LLCNew Buy+$67.1K$67.1K0.00%Aug 3, 2026
Kathmere Capital Management, LLCSell 100%-$51.1K$00.00%Jul 29, 2026
Wellington Management Group LLPAdded 19.56%+$11.9K$72.8K0.00%Aug 14, 2026
Zions Bancorporation, National AssociationReduce 24.47%-$11.6K$35.8K0.00%Jul 31, 2026
Register Financial Advisors LLCAdded 0.40%+$4.92K$1.24M0.38%Jul 15, 2026
Raffa Wealth Management, LLCReduce 44.58%-$4K$4.97K0.00%Jul 27, 2026
Advisor OS, LLCReduce 1.71%-$3.29K$189K0.01%Aug 5, 2026
Rothschild Wealth LLCReduce 2.08%-$2.09K$98.4K0.01%Aug 11, 2026
Summit Trail Advisors, LLCAdded 3.01%+$1.72K$58.8K0.00%Aug 11, 2026
Harbor Capital Advisors, Inc.Added 131.72%+$1.71K$3K0.00%Aug 7, 2026
North Star Investment Management Corp.Added 0.05%+$773$1.59M0.09%Jul 28, 2026
Cassaday & Co Wealth Management LLCReduce 47.37%-$662$7360.00%Aug 10, 2026
Legacy Wealth Managment, LLCSell 100%-$335$00.00%Aug 13, 2026
Michels Family Financial, LLCAdded 0.64%+$291$45.8K0.03%Aug 14, 2026
TD Private Client Wealth LLCNew Buy+$247$2470.00%Aug 4, 2026

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