AllianceBernstein
EPM icon

AllianceBernstein’s Evolution Petroleum EPM Stock Holding History

AllianceBernstein’s Portfolio EPM Stock Details EPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$145K Buy
31,610
+7,000
+28% +$30.6K ﹤0.01% 3213
2026
Q1 		$87.1K Hold
24,610
– – ﹤0.01% 3166
2025
Q4 		$87.1K Hold
24,610
– – ﹤0.01% 3179
2025
Q3 		$119K Buy
24,610
+2,000
+9% +$9.97K ﹤0.01% 3166
2025
Q2 		$106K Buy
22,610
+5,000
+28% +$22.7K ﹤0.01% 3167
2025
Q1 		$91.2K Hold
17,610
– – ﹤0.01% 3076
2024
Q4 		$92.1K Hold
17,610
– – ﹤0.01% 3133
2024
Q3 		$93.5K Hold
17,610
– – ﹤0.01% 3141
2024
Q2 		$92.8K Buy
+17,610
New +$98.8K ﹤0.01% 3127
2021
Q2 		– Sell
-29,600
Closed -$100K – 3352
2021
Q1 		$100K Sell
29,600
-4,000
-12% -$13.8K ﹤0.01% 3156
2020
Q4 		$96K Hold
33,600
– – ﹤0.01% 3107
2020
Q3 		$75K Sell
33,600
-1,200
-3% -$3.19K ﹤0.01% 3100
2020
Q2 		$97K Hold
34,800
– – ﹤0.01% 3110
2020
Q1 		$91K Hold
34,800
– – ﹤0.01% 2977
2019
Q4 		$190K Sell
34,800
-900
-3% -$4.95K ﹤0.01% 2932
2019
Q3 		$208K Buy
35,700
+1,400
+4% +$8.55K ﹤0.01% 2934
2019
Q2 		$245K Buy
34,300
+2,800
+9% +$18.9K ﹤0.01% 2899
2019
Q1 		$213K Buy
31,500
+4,800
+18% +$34.9K ﹤0.01% 2887
2018
Q4 		$182K Buy
26,700
+3,000
+13% +$28.1K ﹤0.01% 2907
2018
Q3 		$262K Hold
23,700
– – ﹤0.01% 2900
2018
Q2 		$233K Buy
23,700
+5,300
+29% +$48.8K ﹤0.01% 2906
2018
Q1 		$148K Buy
18,400
+3,200
+21% +$24.8K ﹤0.01% 2918
2017
Q4 		$104K Sell
15,200
-400
-3% -$2.81K ﹤0.01% 2963
2017
Q3 		$112K Sell
15,600
-800
-5% -$6.06K ﹤0.01% 3031
2017
Q2 		$133K Buy
+16,400
New +$128K ﹤0.01% 3071
2014
Q3 		– Sell
-700
Closed -$8K – 3416
2014
Q2 		$8K Sell
700
-32,372
-98% -$371K ﹤0.01% 3330
2014
Q1 		$421K Sell
33,072
-1,200
-4% -$15.4K ﹤0.01% 2492
2013
Q4 		$423K Sell
34,272
-500
-1% -$6.02K ﹤0.01% 2506
2013
Q3 		$392K Sell
34,772
-1,628
-4% -$18.8K ﹤0.01% 2597
2013
Q2 		$397K Buy
+36,400
New +$377K ﹤0.01% 2600

Other funds holding EPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
WealthTrust Axiom Wayne, Pennsylvania $448M AUM 50.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AllianceBernstein's EPM Position: Q2 2026 in Review

AllianceBernstein increased its Evolution Petroleum (EPM) stake by 28% in Q2 2026, buying an estimated $30.6K and bringing the position to 31,610 shares worth $145K. The position accounts for ﹤0.01% of the portfolio, ranked #3213.

AllianceBernstein first reported a position in EPM in Q2 2013 and has held it in 30 quarters since. The position peaked at $423K in Q4 2013. 118 funds tracked by Wall St. Rank hold EPM as of Q2 2026.

  • AllianceBernstein held 31,610 shares of Evolution Petroleum worth $145K as of Q2 2026.
  • AllianceBernstein bought 7,000 Evolution Petroleum shares in Q2 2026, an estimated $30.6K.
  • Evolution Petroleum made up ﹤0.01% of AllianceBernstein's portfolio in Q2 2026, its #3213 holding.
  • AllianceBernstein first reported a position in Evolution Petroleum in Q2 2013 and has held it in 30 quarters since.
  • AllianceBernstein's Evolution Petroleum position peaked at $423K in Q4 2013.
  • 118 funds tracked by Wall St. Rank held Evolution Petroleum as of Q2 2026.

Based on AllianceBernstein's 13F filing for Q2 2026, filed 14 Aug 2026.