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Ancora Advisors’s Evolution Petroleum EPM Stock Holding History

Ancora Advisors’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
Q1 		– Sell
-19,385
Closed -$68.6K – 2446
2025
Q4 		$68.6K Sell
19,385
-23,225
-55% -$98K ﹤0.01% 1038
2025
Q3 		$205K Sell
42,610
-760
-2% -$3.79K ﹤0.01% 712
2025
Q2 		$204K Sell
43,370
-61,550
-59% -$279K ﹤0.01% 719
2025
Q1 		$543K Buy
104,920
+61,708
+143% +$322K 0.01% 501
2024
Q4 		$226K Sell
43,212
-150
-0.3% -$821 0.01% 688
2024
Q3 		$230K Buy
+43,362
New +$229K 0.01% 662
2023
Q2 		– Sell
-52,303
Closed -$330K – 1832
2023
Q1 		$330K Hold
52,303
– – 0.01% 550
2022
Q4 		$395K Hold
52,303
– – 0.01% 532
2022
Q3 		$364K Sell
52,303
-55,700
-52% -$367K 0.01% 577
2022
Q2 		$589K Buy
108,003
+31,790
+42% +$214K 0.02% 486
2022
Q1 		$518K Buy
76,213
+23,910
+46% +$154K 0.01% 540
2021
Q4 		$264K Buy
+52,303
New +$290K 0.01% 721

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 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

Ancora Advisors's EPM Position: Q1 2026 in Review

Ancora Advisors sold out of Evolution Petroleum (EPM) in Q1 2026, closing a stake of 19,385 shares — an estimated $68.6K sold.

Ancora Advisors first reported a position in EPM in Q4 2021 and held it in 12 quarters. The position peaked at $589K in Q2 2022. 122 funds tracked by Wall St. Rank hold EPM as of Q1 2026.

  • Ancora Advisors reported no remaining Evolution Petroleum position as of Q1 2026 after selling out during the quarter.
  • Ancora Advisors sold 19,385 Evolution Petroleum shares in Q1 2026, an estimated $68.6K.
  • Ancora Advisors first reported a position in Evolution Petroleum in Q4 2021 and held it in 12 quarters.
  • Ancora Advisors's Evolution Petroleum position peaked at $589K in Q2 2022.
  • 122 funds tracked by Wall St. Rank held Evolution Petroleum as of Q1 2026.

Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.