Bank of New York Mellon
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Bank of New York Mellon’s Evolution Petroleum EPM Stock Holding History

Bank of New York Mellon’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 		$312K Sell
84,796
-790
-0.9% -$3.45K ﹤0.01% 3989
2026
Q1 		$392K Sell
85,586
-4,423
-5% -$18.4K ﹤0.01% 3717
2025
Q4 		$319K Sell
90,009
-156,614
-64% -$661K ﹤0.01% 3826
2025
Q3 		$1.19M Buy
246,623
+5,521
+2% +$27.5K ﹤0.01% 3113
2025
Q2 		$1.13M Sell
241,102
-1,503
-0.6% -$6.81K ﹤0.01% 3066
2025
Q1 		$1.26M Sell
242,605
-6,267
-3% -$32.7K ﹤0.01% 2927
2024
Q4 		$1.3M Sell
248,872
-153,807
-38% -$842K ﹤0.01% 2983
2024
Q3 		$2.14M Buy
402,679
+2,501
+0.6% +$13.2K ﹤0.01% 2711
2024
Q2 		$2.11M Buy
400,178
+26,286
+7% +$148K ﹤0.01% 2765
2024
Q1 		$2.3M Sell
373,892
-12,692
-3% -$72.9K ﹤0.01% 2697
2023
Q4 		$2.25M Buy
386,584
+6,135
+2% +$37.6K ﹤0.01% 2768
2023
Q3 		$2.6M Buy
380,449
+26,698
+8% +$226K ﹤0.01% 2662
2023
Q2 		$2.85M Buy
353,751
+72,141
+26% +$534K ﹤0.01% 2639
2023
Q1 		$1.78M Sell
281,610
-5,734
-2% -$36.7K ﹤0.01% 2864
2022
Q4 		$2.17M Buy
287,344
+18,668
+7% +$140K ﹤0.01% 2818
2022
Q3 		$1.87M Buy
268,676
+5,554
+2% +$36.6K ﹤0.01% 2903
2022
Q2 		$1.44M Buy
263,122
+48,628
+23% +$327K ﹤0.01% 3017
2022
Q1 		$1.46M Buy
214,494
+2,763
+1% +$17.8K ﹤0.01% 3100
2021
Q4 		$1.07M Buy
211,731
+17,414
+9% +$96.5K ﹤0.01% 3343
2021
Q3 		$1.1M Sell
194,317
-2,134
-1% -$9.53K ﹤0.01% 3334
2021
Q2 		$974K Sell
196,451
-111,391
-36% -$438K ﹤0.01% 3440
2021
Q1 		$1.04M Buy
307,842
+10,304
+3% +$35.5K ﹤0.01% 3307
2020
Q4 		$849K Sell
297,538
-114,788
-28% -$291K ﹤0.01% 3346
2020
Q3 		$924K Sell
412,326
-10,523
-2% -$28K ﹤0.01% 3169
2020
Q2 		$1.18M Buy
422,849
+273
+0.1% +$733 ﹤0.01% 2997
2020
Q1 		$1.1M Sell
422,576
-7,549
-2% -$34.2K ﹤0.01% 2907
2019
Q4 		$2.35M Sell
430,125
-63,864
-13% -$351K ﹤0.01% 2727
2019
Q3 		$2.88M Buy
493,989
+8,071
+2% +$49.3K ﹤0.01% 2549
2019
Q2 		$3.47M Buy
485,918
+24,390
+5% +$165K ﹤0.01% 2507
2019
Q1 		$3.12M Buy
461,528
+18,455
+4% +$134K ﹤0.01% 2561
2018
Q4 		$3.02M Buy
443,073
+46,326
+12% +$434K ﹤0.01% 2538
2018
Q3 		$4.38M Buy
396,747
+3,492
+0.9% +$36.8K ﹤0.01% 2468
2018
Q2 		$3.87M Buy
393,255
+11,934
+3% +$110K ﹤0.01% 2522
2018
Q1 		$3.07M Buy
381,321
+3,071
+0.8% +$23.8K ﹤0.01% 2591
2017
Q4 		$2.59M Buy
378,250
+75,712
+25% +$532K ﹤0.01% 2702
2017
Q3 		$2.18M Sell
302,538
-5,433
-2% -$41.2K ﹤0.01% 2790
2017
Q2 		$2.49M Buy
307,971
+3,457
+1% +$27K ﹤0.01% 2718
2017
Q1 		$2.44M Buy
304,514
+4,147
+1% +$35.4K ﹤0.01% 2727
2016
Q4 		$3M Buy
300,367
+24,057
+9% +$202K ﹤0.01% 2606
2016
Q3 		$1.74M Buy
276,310
+10,131
+4% +$58K ﹤0.01% 2845
2016
Q2 		$1.46M Buy
266,179
+23,451
+10% +$127K ﹤0.01% 2902
2016
Q1 		$1.18M Sell
242,728
-175
-0.1% -$787 ﹤0.01% 2958
2015
Q4 		$1.17M Sell
242,903
-100,233
-29% -$608K ﹤0.01% 3062
2015
Q3 		$1.91M Buy
343,136
+31,871
+10% +$177K ﹤0.01% 2770
2015
Q2 		$2.05M Buy
311,265
+17,912
+6% +$122K ﹤0.01% 2899
2015
Q1 		$1.75M Buy
293,353
+12,777
+5% +$85.8K ﹤0.01% 2964
2014
Q4 		$2.08M Buy
280,576
+68,374
+32% +$574K ﹤0.01% 2853
2014
Q3 		$1.95M Buy
212,202
+3,231
+2% +$33.4K ﹤0.01% 2907
2014
Q2 		$2.29M Buy
208,971
+200
+0.1% +$2.29K ﹤0.01% 2825
2014
Q1 		$2.66M Buy
208,771
+4,477
+2% +$57.3K ﹤0.01% 2701
2013
Q4 		$2.52M Buy
204,294
+99,927
+96% +$1.2M ﹤0.01% 2744
2013
Q3 		$1.18M Buy
104,367
+6,355
+6% +$73.4K ﹤0.01% 3153
2013
Q2 		$1.07M Buy
+98,012
New +$1.02M ﹤0.01% 3152

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
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
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
RFA
Register Financial Advisors Atlanta, Georgia $326M AUM 48.38% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $228M AUM 19.85% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Bank of New York Mellon's EPM Position: Q2 2026 in Review

Bank of New York Mellon reduced its Evolution Petroleum (EPM) stake by 0.92% in Q2 2026, selling an estimated $3.45K and leaving 84,796 shares worth $312K. The position accounts for ﹤0.01% of the portfolio, ranked #3989.

Bank of New York Mellon first reported a position in EPM in Q2 2013 and has held it in 53 quarters since. The position peaked at $4.38M in Q3 2018. 62 funds tracked by Wall St. Rank hold EPM as of Q2 2026.

  • Bank of New York Mellon held 84,796 shares of Evolution Petroleum worth $312K as of Q2 2026.
  • Bank of New York Mellon sold 790 Evolution Petroleum shares in Q2 2026, an estimated $3.45K.
  • Evolution Petroleum made up ﹤0.01% of Bank of New York Mellon's portfolio in Q2 2026, its #3989 holding.
  • Bank of New York Mellon first reported a position in Evolution Petroleum in Q2 2013 and has held it in 53 quarters since.
  • Bank of New York Mellon's Evolution Petroleum position peaked at $4.38M in Q3 2018.
  • 62 funds tracked by Wall St. Rank held Evolution Petroleum as of Q2 2026.

Based on Bank of New York Mellon's 13F filing for Q2 2026, filed 6 Aug 2026.