California State Teachers Retirement System (CalSTRS)
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California State Teachers Retirement System (CalSTRS)’s Evolution Petroleum EPM Stock Holding History

California State Teachers Retirement System (CalSTRS)’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 		$1.63K Buy
+443
New +$1.94K ﹤0.01% 2934
2026
Q1 		– Sell
-1,929
Closed -$6.83K – 2972
2025
Q4 		$6.83K Sell
1,929
-13
-0.7% -$55 ﹤0.01% 2904
2025
Q3 		$9.36K Buy
+1,942
New +$9.7K ﹤0.01% 2852
2025
Q2 		– Sell
-2,221
Closed -$11.5K – 3028
2025
Q1 		$11.5K Hold
2,221
– – ﹤0.01% 2727
2024
Q4 		$11.6K Hold
2,221
– – ﹤0.01% 2809
2024
Q3 		$11.8K Hold
2,221
– – ﹤0.01% 2826
2024
Q2 		$11.7K Sell
2,221
-900
-29% -$5.05K ﹤0.01% 2831
2024
Q1 		$19.2K Sell
3,121
-1,988
-39% -$11.4K ﹤0.01% 2739
2023
Q4 		$29.7K Sell
5,109
-1,740
-25% -$10.7K ﹤0.01% 2793
2023
Q3 		$46.8K Sell
6,849
-3,644
-35% -$30.8K ﹤0.01% 2742
2023
Q2 		$84.7K Buy
+10,493
New +$77.6K ﹤0.01% 2702
2021
Q2 		– Sell
-46,096
Closed -$156K – 3135
2021
Q1 		$156K Buy
46,096
+4,435
+11% +$15.3K ﹤0.01% 2979
2020
Q4 		$119K Hold
41,661
– – ﹤0.01% 2987
2020
Q3 		$93K Hold
41,661
– – ﹤0.01% 2976
2020
Q2 		$117K Hold
41,661
– – ﹤0.01% 2921
2020
Q1 		$109K Buy
41,661
+484
+1% +$2.19K ﹤0.01% 2791
2019
Q4 		$225K Sell
41,177
-667
-2% -$3.67K ﹤0.01% 2752
2019
Q3 		$244K Hold
41,844
– – ﹤0.01% 2705
2019
Q2 		$299K Buy
41,844
+1,948
+5% +$13.2K ﹤0.01% 2650
2019
Q1 		$269K Hold
39,896
– – ﹤0.01% 2646
2018
Q4 		$272K Buy
39,896
+913
+2% +$8.56K ﹤0.01% 2623
2018
Q3 		$431K Hold
38,983
– – ﹤0.01% 2528
2018
Q2 		$384K Buy
38,983
+417
+1% +$3.84K ﹤0.01% 2596
2018
Q1 		$310K Sell
38,566
-1,583
-4% -$12.3K ﹤0.01% 2605
2017
Q4 		$275K Sell
40,149
-1,500
-4% -$10.5K ﹤0.01% 2706
2017
Q3 		$300K Sell
41,649
-3,200
-7% -$24.2K ﹤0.01% 2687
2017
Q2 		$363K Sell
44,849
-4,200
-9% -$32.8K ﹤0.01% 2658
2017
Q1 		$392K Sell
49,049
-1,200
-2% -$10.2K ﹤0.01% 2610
2016
Q4 		$502K Sell
50,249
-1,400
-3% -$11.7K ﹤0.01% 2510
2016
Q3 		$324K Buy
51,649
+600
+1% +$3.43K ﹤0.01% 2707
2016
Q2 		$279K Sell
51,049
-1,100
-2% -$5.93K ﹤0.01% 2795
2016
Q1 		$253K Buy
52,149
+6,537
+14% +$29.4K ﹤0.01% 2736
2015
Q4 		$219K Buy
45,612
+861
+2% +$5.22K ﹤0.01% 2823
2015
Q3 		$248K Sell
44,751
-200
-0.4% -$1.11K ﹤0.01% 2812
2015
Q2 		$296K Buy
44,951
+8,796
+24% +$60.1K ﹤0.01% 2843
2015
Q1 		$215K Hold
36,155
– – ﹤0.01% 2854
2014
Q4 		$269K Buy
36,155
+155
+0.4% +$1.3K ﹤0.01% 2835
2014
Q3 		$330K Buy
36,000
+206
+0.6% +$2.13K ﹤0.01% 2685
2014
Q2 		$392K Buy
35,794
+5,200
+17% +$59.6K ﹤0.01% 2649
2014
Q1 		$389K Hold
30,594
– – ﹤0.01% 2578
2013
Q4 		$378K Hold
30,594
– – ﹤0.01% 2595
2013
Q3 		$344K Buy
30,594
+1,049
+4% +$12.1K ﹤0.01% 2603
2013
Q2 		$322K Buy
+29,545
New +$306K ﹤0.01% 2566

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
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

California State Teachers Retirement System (CalSTRS)'s EPM Position: Q2 2026 in Review

California State Teachers Retirement System (CalSTRS) opened a new position in Evolution Petroleum (EPM) in Q2 2026: 443 shares worth $1.63K. The stake represents ﹤0.01% of the portfolio and ranks #2934 among its holdings. This is a return to the name: California State Teachers Retirement System (CalSTRS) previously reported a position in EPM as recently as Q4 2025.

California State Teachers Retirement System (CalSTRS) first reported a position in EPM in Q2 2013 and has held it in 43 quarters since. The position peaked at $502K in Q4 2016. 117 funds tracked by Wall St. Rank hold EPM as of Q2 2026.

  • California State Teachers Retirement System (CalSTRS) held 443 shares of Evolution Petroleum worth $1.63K as of Q2 2026.
  • Evolution Petroleum was a new California State Teachers Retirement System (CalSTRS) position in Q2 2026.
  • Evolution Petroleum made up ﹤0.01% of California State Teachers Retirement System (CalSTRS)'s portfolio in Q2 2026, its #2934 holding.
  • California State Teachers Retirement System (CalSTRS) first reported a position in Evolution Petroleum in Q2 2013 and has held it in 43 quarters since.
  • California State Teachers Retirement System (CalSTRS)'s Evolution Petroleum position peaked at $502K in Q4 2016.
  • 117 funds tracked by Wall St. Rank held Evolution Petroleum as of Q2 2026.

Based on California State Teachers Retirement System (CalSTRS)'s 13F filing for Q2 2026, filed 24 Aug 2026.