Bridgeway Capital Management’s Evolution Petroleum EPM Stock Holding History

Bridgeway Capital Management’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	$253K	Hold	55,300	–	–	0.01%	976
2025 Q4	$196K	Sell	55,300 -19,033	-26%	-$80.3K	﹤0.01%	1025
2025 Q3	$358K	Hold	74,333	–	–	0.01%	880
2025 Q2	$349K	Hold	74,333	–	–	0.01%	836
2025 Q1	$385K	Sell	74,333 -21,700	-23%	-$113K	0.01%	791
2024 Q4	$502K	Sell	96,033 -2,300	-2%	-$12.6K	0.01%	815
2024 Q3	$522K	Hold	98,333	–	–	0.01%	851
2024 Q2	$518K	Sell	98,333 -19,800	-17%	-$111K	0.01%	851
2024 Q1	$725K	Buy	118,133 +40,000	+51%	+$230K	0.01%	829
2023 Q4	$454K	Sell	78,133 -8,784	-10%	-$53.8K	0.01%	963
2023 Q3	$595K	Sell	86,917 -47,300	-35%	-$400K	0.01%	832
2023 Q2	$1.08M	Hold	134,217	–	–	0.03%	710
2023 Q1	$847K	Hold	134,217	–	–	0.02%	757
2022 Q4	$1.01M	Hold	134,217	–	–	0.03%	729
2022 Q3	$934K	Buy	134,217 +19,917	+17%	+$131K	0.03%	754
2022 Q2	$624K	Sell	114,300 -25,000	-18%	-$168K	0.01%	830
2022 Q1	$946K	Hold	139,300	–	–	0.02%	796
2021 Q4	$703K	Hold	139,300	–	–	0.01%	881
2021 Q3	$791K	Sell	139,300 -42,500	-23%	-$190K	0.02%	897
2021 Q2	$902K	Buy	181,800 +26,900	+17%	+$106K	0.02%	895
2021 Q1	$524K	Hold	154,900	–	–	0.01%	1075
2020 Q4	$441K	Sell	154,900 -45,123	-23%	-$114K	0.01%	991
2020 Q3	$448K	Buy	200,023 +37,300	+23%	+$99.3K	0.01%	941
2020 Q2	$456K	Buy	162,723 +41,000	+34%	+$110K	0.01%	886
2020 Q1	$318K	Sell	121,723 -35,000	-22%	-$159K	0.01%	910
2019 Q4	$857K	Hold	156,723	–	–	0.01%	779
2019 Q3	$915K	Hold	156,723	–	–	0.01%	748
2019 Q2	$1.12M	Sell	156,723 -75,000	-32%	-$506K	0.01%	700
2019 Q1	$1.56M	Hold	231,723	–	–	0.02%	614
2018 Q4	$1.58M	Sell	231,723 -12,000	-5%	-$112K	0.02%	576
2018 Q3	$2.69M	Hold	243,723	–	–	0.03%	534
2018 Q2	$2.4M	Hold	243,723	–	–	0.02%	569
2018 Q1	$1.96M	Hold	243,723	–	–	0.02%	598
2017 Q4	$1.67M	Sell	243,723 -400	-0.2%	-$2.81K	0.02%	649
2017 Q3	$1.76M	Hold	244,123	–	–	0.02%	638
2017 Q2	$1.98M	Hold	244,123	–	–	0.02%	584
2017 Q1	$1.95M	Buy	244,123 +400	+0.2%	+$3.41K	0.02%	582
2016 Q4	$2.44M	Hold	243,723	–	–	0.03%	507
2016 Q3	$1.53M	Sell	243,723 -15,000	-6%	-$85.8K	0.02%	628
2016 Q2	$1.42M	Hold	258,723	–	–	0.02%	648
2016 Q1	$1.26M	Buy	258,723 +50,000	+24%	+$225K	0.02%	668
2015 Q4	$1M	Buy	208,723 +59,500	+40%	+$361K	0.02%	756
2015 Q3	$828K	Hold	149,223	–	–	0.02%	814
2015 Q2	$983K	Buy	149,223 +18,150	+14%	+$124K	0.02%	800
2015 Q1	$780K	Buy	131,073 +83,073	+173%	+$558K	0.02%	898
2014 Q4	$357K	Hold	48,000	–	–	0.01%	1175
2014 Q3	$441K	Sell	48,000 -10,470	-18%	-$108K	0.01%	1136
2014 Q2	$640K	Sell	58,470 -450	-0.8%	-$5.16K	0.02%	972
2014 Q1	$750K	Hold	58,920	–	–	0.02%	890
2013 Q4	$727K	Buy	58,920 +10,920	+23%	+$132K	0.02%	869
2013 Q3	$540K	Hold	48,000	–	–	0.02%	1001
2013 Q2	$524K	Buy	+48,000	New	+$498K	0.02%	919

Other funds holding EPM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

WealthTrust Axiom Wayne, Pennsylvania $406M AUM 40.44% 1-Year Est. Return

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 Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bridgeway Capital Management's EPM Position: Q1 2026 in Review

Bridgeway Capital Management held its Evolution Petroleum (EPM) position steady in Q1 2026 at 55,300 shares worth $253K. The position accounts for 0.01% of the portfolio, ranked #976.

Bridgeway Capital Management first reported a position in EPM in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.69M in Q3 2018. 121 funds tracked by Wall St. Rank hold EPM as of Q1 2026.

Bridgeway Capital Management held 55,300 shares of Evolution Petroleum worth $253K as of Q1 2026.
Bridgeway Capital Management left its Evolution Petroleum share count unchanged in Q1 2026.
Evolution Petroleum made up 0.01% of Bridgeway Capital Management's portfolio in Q1 2026, its #976 holding.
Bridgeway Capital Management first reported a position in Evolution Petroleum in Q2 2013 and has held it in 52 quarters since.
Bridgeway Capital Management's Evolution Petroleum position peaked at $2.69M in Q3 2018.
121 funds tracked by Wall St. Rank held Evolution Petroleum as of Q1 2026.

Based on Bridgeway Capital Management's 13F filing for Q1 2026, filed 15 May 2026.