Evolution Petroleum Corp

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Evolution Petroleum Corp
TickerEPM
CIK #0001006655
CUSIP30049A107
SectorEnergy & Transportation - Crude Petroleum & Natural Gas
Address2500 Citywest Blvd Suite 1300, Houston, TX 77042
Source [EDGAR]
CIK Filing 2011 - 2026
[0001006655] 10-K
[0001006655] 10-Q
[0001006655] 3
[0001006655] 4
[0001006655] 5
[0001006655] 8-K
[0001006655] SC 13G
Form 13D/13G Filer Form 13D/13G Subject Filed % Owned
Wealthtrust Axiom LLC Evolution Petroleum Corp [2024-08-15] 5.04
BlackRock Inc Evolution Petroleum Corp [2024-01-25] 8.3
Wasatch Advisors Inc Evolution Petroleum Corp [2022-02-11] 6.3
ArrowMark Colorado Holdings LLC Evolution Petroleum Corp [2021-02-16] 7.5
Renaissance Technologies LLC Evolution Petroleum Corp [2019-02-12] 5.95
Arrowpoint Asset Management LLC Evolution Petroleum Corp [2017-02-13] 6.7
Advisory Research Inc Evolution Petroleum Corp [2016-02-16] 0.8
BlackRock Inc Evolution Petroleum Corp [2016-01-28] 5.9
Wellington Management Co LLP Evolution Petroleum Corp [2013-02-14] 6.34
Form 3/4/5 Filer 2011 - 2026
Evolution Petroleum Corp
Loyd Kelly William
Bunch John Mark
Stash Ryan
Beatty Kelly
DiPaolo Edward John
Bierria Myra C
Herlin Robert S
Dozier William
Hargrave Marjorie Anne
Brown Jason E
Schultz Roderick A
Ogilvie Marran H
Joe David
Lovoi John
JVL Advisors LLC
Keys Randall D
Stoever Gene G
Mazzanti Daryl V
Bedford Scott
Peninsula Capital Management Inc
McDonald Sterling
Cagan Laird Q
Peninsula Capital Management LP
Insider Transaction (Form 3/4/5) Date Action Shares Price Value ($)
Bunch John Mark
Common Stock
2026-02-20 Tax withheld 8,910 $4.43 39,471
Hargrave Marjorie Anne
Common Stock
2025-12-04 Grant 24,214 $0.00
Herlin Robert S
Common Stock
2025-12-04 Grant 24,214 $0.00
Dozier William
Common Stock
2025-12-04 Grant 24,214 $0.00
DiPaolo Edward John
Common Stock
2025-12-04 Grant 24,214 $0.00
Bierria Myra C
Common Stock
2025-12-04 Grant 24,214 $0.00
Loyd Kelly William
Common Stock
2025-10-31 Tax withheld 9,649 $4.38 42,263
Common Stock
2025-09-18 Grant 55,759 $0.00
Common Stock
2025-09-18 Grant 102,834 $0.00
Common Stock
2025-09-18 Grant 18,922 $0.00
Common Stock
2025-09-18 Grant 53,419 $0.00
Common Stock
2025-08-29 Tax withheld 5,438 $5.16 28,060
Common Stock
2025-08-29 Tax withheld 1,414 $5.16 7,296
Common Stock
2025-08-29 Tax withheld 10,922 $5.16 56,358
Common Stock
2025-08-29 Tax withheld 4,699 $5.16 24,247
Loyd Kelly William
Common Stock
2025-06-30 Tax withheld 18,247 $4.70 85,761
Stash Ryan
Common Stock
2025-06-30 Tax withheld 8,827 $4.70 41,487
Bunch John Mark
Common Stock
2025-06-30 Tax withheld 3,297 $4.70 15,496
Beatty Kelly
Common Stock
2025-06-30 Tax withheld 1,280 $4.70 6,016
Beatty Kelly
Common Stock
2025-02-21 Tax withheld 2,965 $5.13 15,210
showing 20 of 200 most recent transactions
13F Ownership Over TimeHoldersShares Held
2026-03-31 121 17,956,767
2025-12-31 119 18,278,452
2025-09-30 116 20,004,008
2025-06-30 110 19,600,009
2025-03-31 112 19,459,886
2024-12-31 113 19,372,609
2024-09-30 114 18,886,145
2024-06-30 103 19,230,561
2024-03-31 105 20,967,030
2023-12-31 112 20,959,458
2023-09-30 118 20,735,938
2023-06-30 113 20,893,841
Form 13F Holdings
Firm Period DFND Voting Shares
CWA Asset Management Group LLC [2026-06-30] SOLE 5,401 805,762
Register Financial Advisors LLC [2026-06-30] SOLE 0 338,176
Castleview Partners LLC [2026-06-30] SOLE 0 115,393
Wealth Enhancement Advisory Services LLC [2026-06-30] SOLE 244 26,231
Alaska Retirement Management Board [2026-06-30] SOLE 6,601 6,601
Corecap Advisors LLC [2026-06-30] SOLE 0 3,009
Gamma Investing LLC [2026-06-30] DFND 1,222 1,222
Farther Finance Advisors LLC [2026-06-30] SOLE 0 325
True Wealth Design LLC [2026-06-30] SOLE 0 132
Fortitude Family Office LLC [2026-06-30] SOLE 73 73
IFP Advisors LLC [2026-06-30] SOLE 65 65
MJT & Associates Financial Advisory Group Inc [2026-06-30] SOLE 0 1
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