EPM
EVOLUTION PETROLEUM CORPMarquee-fund ownership over time
This quarter's activity
New positions opened
Positions exited
None.
Current holders
Sorted by tenure (longest first)| Fund | First disclosed | Held | Entry price | Latest close | Return on entry |
|---|---|---|---|---|---|
| Renaissance Technologies | Q3 2024(8Q snapshot) | 7Q | $4.16 | $4.69 | +13% |
| Citadel Advisors re-entered | Q3 2024(8Q snapshot) | 7Q | $4.24 | $4.69 | +11% |
| AQR Capital Management re-entered | Q3 2024(8Q snapshot) | 7Q | $4.24 | $4.69 | +11% |
| Two Sigma Investments re-entered | Q1 2025(8Q snapshot) | 5Q | $4.63 | $4.69 | +1% |
| Millennium Management re-entered | Q1 2025(8Q snapshot) | 5Q | $4.63 | $4.69 | +1% |
| Point72 Asset Management | Q1 2026(8Q snapshot) | 1Q | $4.30 | $4.69 | +9% |
| D.E. Shaw | Q2 2026(8Q snapshot) | 1Q | $4.66 | $4.69 | +1% |
“Return on entry” is the price-only move from the fund's first disclosure to today — it ignores any adds, trims, or dividends. A fund that built its position over multiple quarters has a true cost basis somewhere between entry price and latest close; this figure is the upper bound.
Insider activity
Form 4 — officers, directors, 10%+ ownersFiled within two business days of each transaction by anyone with material insider status at EVOLUTION PETROLEUM CORP. Pair with the holders table above as a sanity check: heavy insider buying alongside marquee-fund accumulation is the strongest accumulation signal; heavy insider selling alongside fund exits is the strongest distribution signal.
30d / 90d windows measured from Feb 24, 2026 — the most recent Form 4 on file — not from today.
- Form 40001966470-26-000002Feb 24, 2026
- Form 40001293397-25-000004Dec 8, 2025
- Form 40001783211-25-000004Dec 8, 2025
- Form 40001350032-25-000004Dec 8, 2025
- Form 40001296118-25-000004Dec 8, 2025
- Form 40001946917-25-000004Dec 8, 2025
- Form 40001452310-25-000006Nov 4, 2025
- Form 40001966470-25-000004Sep 22, 2025
- Form 40001957952-25-000004Sep 22, 2025
- Form 40001833972-25-000004Sep 22, 2025
- Form 40001452310-25-000004Sep 22, 2025
- Form 40001415889-25-023533Sep 3, 2025
- Form 40001415889-25-023534Sep 3, 2025
- Form 40001415889-25-023532Sep 3, 2025
- Form 40001415889-25-023531Sep 3, 2025
Fundamentals
XBRL · EVOLUTION PETROLEUM CORPAnnual figures sourced directly from EVOLUTION PETROLEUM CORP's 10-K / 10-Q filings via SEC EDGAR XBRL. Latest fiscal year and the year-over-year change, with up to ten years of history.
Recent SEC filings
10-K · 10-Q · 8-K · 13D/G · proxyThe most recent material filings for EVOLUTION PETROLEUM CORP — earnings, material events, ownership disclosures, proxy statements. Form 4 insider activity is shown in the panel above.
- 10-QQuarterly reportMay 13, 2026
- 8-KMaterial eventMay 12, 2026
- 8-KFORM 8-KFeb 11, 2026
- 10-QQuarterly reportFeb 11, 2026
- 8-KMaterial eventFeb 10, 2026
- S-3Registration (shelf)Jan 16, 2026
- 8-KMaterial eventDec 9, 2025
- 10-QQuarterly reportNov 12, 2025
- 8-KMaterial eventNov 12, 2025
- DEF 14AProxy statementOct 23, 2025
- 10-KAnnual reportSep 17, 2025
- 8-KMaterial eventSep 16, 2025
- 8-KMaterial eventAug 6, 2025
- 8-KMaterial eventJul 2, 2025
- 8-KMaterial eventJun 5, 2025
Trade history
Every open→close lifecycle across tracked funds| Fund | Open date | Close date | Open price | Close price / current | Return |
|---|---|---|---|---|---|
| D.E. Shaw | Q2 2026 | open | $4.66 | $4.69 | +1% |
| Millennium Management | Q2 2026 | open | $4.66 | $4.69 | +1% |
| Citadel Advisors | Q1 2026 | open | $4.30 | $4.69 | +9% |
| Two Sigma Investments | Q1 2026 | open | $4.30 | $4.69 | +9% |
| Point72 Asset Management | Q1 2026 | open | $4.30 | $4.69 | +9% |
| AQR Capital Management | Q2 2025 | open | $4.14 | $4.69 | +13% |
| Two Sigma Investments | Q1 2025 | Q3 2025 | $4.63 | $4.64 | +0% |
| Millennium Management | Q1 2025 | Q2 2025 | $4.63 | $4.14 | -11% |
| Citadel Advisors | Q3 2024 | Q3 2025 | $4.24 | $4.64 | +9% |
| AQR Capital Management | Q3 2024 | Q4 2024 | $4.24 | $5.05 | +19% |
| Renaissance Technologies | Q3 2024 | open | $4.16 | $4.69 | +13% |
- Covers only the 27 marquee funds tracked here, not the full institutional universe. A “0 holders” reading does not mean unowned.
- Heavy funds (Renaissance Technologies, Citadel Advisors, Soros Fund Management, Two Sigma Investments, D.E. Shaw, AQR Capital Management, Millennium Management, Point72 Asset Management) use 8-quarter snapshots, so their pre-2024 history is missing.
- “Current” reflects each fund's most recent 13F — filings lag the actual trade by up to 45 days; positions shown may have changed since.
- Cost = price at the entry filing date. Re-entered positions show the most recent open lot.
- Options, ADRs, and unmapped CUSIPs are excluded from the follower-backtest pipeline that produces these snapshots, so certain holding types won't appear here.