Popularity #2,578Dividend on the way · $0.12
EPM · AMEX · Oil & Gas Exploration & Production

Evolution Petroleum (EPM)

Non-operated owner of U.S. oil and natural-gas property interests.

$3.62
vs last close−0.04 (−1.23%)

13F · 13D/G · Form 4

Institutions50.54%18.13M shares
120 holders · as of Jun 30, 2026
Insiders3.71%1.33M shares
4 holders · as of Sep 21, 2026
Other45.75%16.41M shares
remainder

35.87M company shares as of Sep 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

13F · 13D/G · Form 4

HolderStakeSharesDate
BlackRock, Inc.Institution
6.74%2.42Mas of Jun 30, 2026
Arrowpoint Asset Management, LLCInstitution
6.21%2.23Mfiled Feb 13, 2017
Wealthtrust Axiom LLCInstitution
6.17%2.21Mas of Jun 30, 2026
Dimensional Fund Advisors LPInstitution
4.15%1.49Mas of Jun 30, 2026
Vanguard Capital Management LLCInstitution
3.55%1.27Mas of Jun 30, 2026
American Century Companies IncInstitution
3.00%1.08Mas of Jun 30, 2026
Renaissance Technologies LLCInstitution
2.87%1.03Mas of Jun 30, 2026
Raymond James Financial IncInstitution
2.78%996,428as of Jun 30, 2026
Geode Capital Management, LLCInstitution
2.47%885,707as of Jun 30, 2026
Cwa Asset Management Group, LLCInstitution
2.25%805,762as of Jun 30, 2026
State Street CorpInstitution
1.93%691,691as of Jun 30, 2026
Morgan StanleyInstitution
1.78%637,694as of Jun 30, 2026
Kelly William LoydInsiderdirector, officer: PRESIDENT & CEO
1.63%585,277filed Sep 21, 2026
North Star Investment Management Corp.Institution
1.20%431,388as of Jun 30, 2026
AQR Capital Management LLCInstitution
1.05%375,692as of Jun 30, 2026
Ryan StashInsiderofficer: SVP & CFO
1.03%370,974filed Sep 21, 2026
Register Financial Advisors LLCInstitution
0.94%338,176as of Jun 30, 2026
John Mark BunchInsiderofficer: COO
0.75%270,411filed Sep 21, 2026
Northern Trust CorpInstitution
0.74%265,468as of Jun 30, 2026
Vanguard Fiduciary Trust CoInstitution
0.63%225,493as of Jun 30, 2026
Vanguard Portfolio Management LLCInstitution
0.62%222,300as of Jun 30, 2026
Quantinno Capital Management LPInstitution
0.48%171,610as of Jun 30, 2026
Goldman Sachs Group IncInstitution
0.46%164,526as of Jun 30, 2026
UBS Group AGInstitution
0.44%158,947as of Jun 30, 2026
Castleview Partners, LLCInstitution
0.32%115,393as of Jun 30, 2026

13F, as of Jun 30, 2026

120 holders · 18.13M shares · 19 new positions · 66 increased · 31 reduced · 21 closed

HolderShares% outstandingChg q/qFiled
BlackRock, Inc.2.42M6.74%+50.9KAug 7, 2026
Wealthtrust Axiom LLC2.21M6.17%+76.4KAug 11, 2026
Dimensional Fund Advisors LP1.49M4.15%+35.5KAug 11, 2026
Vanguard Capital Management LLC1.27M3.55%+25.1KAug 13, 2026
American Century Companies Inc1.08M3.00%−9.3KAug 12, 2026
Renaissance Technologies LLC1.03M2.87%+76.9KAug 13, 2026
Raymond James Financial Inc996.4K2.78%−33.1KAug 14, 2026
Geode Capital Management, LLC885.7K2.47%+107.3KAug 12, 2026

13D/G · 5% or more, as filed

Holder% of classSharesFormFiled
BlackRock, Inc.6.20%2.14M13GApr 17, 2025
WealthTrust Axiom LLC5.62%13GJan 2, 2026

Form 4

Latest trades

No open-market trades in the last 12 months.

House and Senate disclosures

Not reported.