Bank of America
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Bank of America’s Evolution Petroleum EPM Stock Holding History

Bank of America’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 		$326K Buy
71,098
+7,158
+11% +$29.8K ﹤0.01% 5118
2025
Q4 		$226K Buy
63,940
+512
+0.8% +$2.16K ﹤0.01% 5280
2025
Q3 		$306K Buy
63,428
+28,056
+79% +$140K ﹤0.01% 6072
2025
Q2 		$166K Sell
35,372
-3,822
-10% -$17.3K ﹤0.01% 6268
2025
Q1 		$203K Sell
39,194
-12,252
-24% -$63.9K ﹤0.01% 6164
2024
Q4 		$269K Buy
51,446
+14,512
+39% +$79.4K ﹤0.01% 5964
2024
Q3 		$196K Sell
36,934
-3,698
-9% -$19.5K ﹤0.01% 6004
2024
Q2 		$214K Sell
40,632
-1,207
-3% -$6.77K ﹤0.01% 5843
2024
Q1 		$257K Sell
41,839
-7,352
-15% -$42.2K ﹤0.01% 5758
2023
Q4 		$286K Buy
49,191
+26,523
+117% +$162K ﹤0.01% 5870
2023
Q3 		$155K Buy
22,668
+16,030
+241% +$136K ﹤0.01% 6038
2023
Q2 		$53.6K Sell
6,638
-2,035
-23% -$15.1K ﹤0.01% 6438
2023
Q1 		$54.7K Buy
8,673
+7,175
+479% +$46K ﹤0.01% 6477
2022
Q4 		$11.3K Buy
1,498
+32
+2% +$241 ﹤0.01% 6889
2022
Q3 		$10K Sell
1,466
-8,511
-85% -$56.1K ﹤0.01% 7231
2022
Q2 		$54K Buy
9,977
+9,976
+997,600% +$67.1K ﹤0.01% 6797
2022
Q1 		$0 Sell
1
-8,981
-100% -$57.8K ﹤0.01% 8389
2021
Q4 		$45K Sell
8,982
-36,848
-80% -$204K ﹤0.01% 7262
2021
Q3 		$260K Sell
45,830
-26,366
-37% -$118K ﹤0.01% 6115
2021
Q2 		$358K Sell
72,196
-27,465
-28% -$108K ﹤0.01% 5671
2021
Q1 		$336K Sell
99,661
-127,610
-56% -$440K ﹤0.01% 5670
2020
Q4 		$648K Buy
227,271
+25,766
+13% +$65.2K ﹤0.01% 4826
2020
Q3 		$451K Sell
201,505
-3,202
-2% -$8.52K ﹤0.01% 4788
2020
Q2 		$573K Buy
204,707
+5,693
+3% +$15.3K ﹤0.01% 4515
2020
Q1 		$519K Buy
199,014
+64,545
+48% +$292K ﹤0.01% 4486
2019
Q4 		$735K Sell
134,469
-1,860
-1% -$10.2K ﹤0.01% 4723
2019
Q3 		$797K Sell
136,329
-9,826
-7% -$60K ﹤0.01% 4716
2019
Q2 		$1.04M Sell
146,155
-17,220
-11% -$116K ﹤0.01% 4533
2019
Q1 		$1.1M Buy
163,375
+21,433
+15% +$156K ﹤0.01% 4442
2018
Q4 		$968K Buy
141,942
+22,760
+19% +$213K ﹤0.01% 4435
2018
Q3 		$1.32M Buy
119,182
+25,008
+27% +$264K ﹤0.01% 4303
2018
Q2 		$928K Buy
94,174
+72,406
+333% +$667K ﹤0.01% 4508
2018
Q1 		$175K Sell
21,768
-739
-3% -$5.73K ﹤0.01% 5447
2017
Q4 		$154K Buy
22,507
+1,850
+9% +$13K ﹤0.01% 5527
2017
Q3 		$148K Buy
20,657
+4,302
+26% +$32.6K ﹤0.01% 5510
2017
Q2 		$132K Buy
16,355
+9,339
+133% +$72.9K ﹤0.01% 5498
2017
Q1 		$57K Buy
7,016
+971
+16% +$8.28K ﹤0.01% 5864
2016
Q4 		$61K Buy
6,045
+2,338
+63% +$19.6K ﹤0.01% 5844
2016
Q3 		$23K Buy
3,707
+553
+18% +$3.16K ﹤0.01% 6074
2016
Q2 		$17K Buy
3,154
+461
+17% +$2.49K ﹤0.01% 6316
2016
Q1 		$13K Buy
2,693
+1,615
+150% +$7.26K ﹤0.01% 6292
2015
Q4 		$5K Buy
1,078
+990
+1,125% +$6K ﹤0.01% 6869
2015
Q3 		$0 Sell
88
-4,815
-98% -$26.7K ﹤0.01% 7260
2015
Q2 		$32K Buy
4,903
+4,845
+8,353% +$33.1K ﹤0.01% 6151
2015
Q1 		$0 Sell
58
-3,142
-98% -$21.1K ﹤0.01% 7181
2014
Q4 		$24K Buy
3,200
+1,254
+64% +$10.5K ﹤0.01% 6710
2014
Q3 		$18K Sell
1,946
-12,860
-87% -$133K ﹤0.01% 7097
2014
Q2 		$162K Buy
14,806
+14,663
+10,254% +$168K ﹤0.01% 5736
2014
Q1 		$2K Sell
143
-7,283
-98% -$93.2K ﹤0.01% 7528
2013
Q4 		$92K Buy
7,426
+5,804
+358% +$69.9K ﹤0.01% 6182
2013
Q3 		$18K Buy
1,622
+42
+3% +$485 ﹤0.01% 6925
2013
Q2 		$17K Buy
+1,580
New +$16.4K ﹤0.01% 7015

Other funds holding EPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
WealthTrust Axiom Wayne, Pennsylvania $406M AUM 40.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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 $2.9T AUM 29.55% 1-Year Est. Return

Bank of America's EPM Position: Q1 2026 in Review

Bank of America increased its Evolution Petroleum (EPM) stake by 11% in Q1 2026, buying an estimated $29.8K and bringing the position to 71,098 shares worth $326K. The position accounts for ﹤0.01% of the portfolio, ranked #5118.

Bank of America first reported a position in EPM in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.32M in Q3 2018. 122 funds tracked by Wall St. Rank hold EPM as of Q1 2026.

  • Bank of America held 71,098 shares of Evolution Petroleum worth $326K as of Q1 2026.
  • Bank of America bought 7,158 Evolution Petroleum shares in Q1 2026, an estimated $29.8K.
  • Evolution Petroleum made up ﹤0.01% of Bank of America's portfolio in Q1 2026, its #5118 holding.
  • Bank of America first reported a position in Evolution Petroleum in Q2 2013 and has held it in 52 quarters since.
  • Bank of America's Evolution Petroleum position peaked at $1.32M in Q3 2018.
  • 122 funds tracked by Wall St. Rank held Evolution Petroleum as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.