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Campbell & Co Investment Adviser’s Evolution Petroleum EPM Stock Holding History

Campbell & Co Investment Adviser’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
2025
Q3 		– Sell
-15,492
Closed -$72.8K – 1181
2025
Q2 		$72.8K Buy
15,492
+1,074
+7% +$4.87K ﹤0.01% 1096
2025
Q1 		$74.7K Sell
14,418
-15,192
-51% -$79.2K 0.01% 989
2024
Q4 		$155K Buy
+29,610
New +$162K 0.01% 993
2024
Q3 		– Sell
-51,717
Closed -$273K – 1155
2024
Q2 		$273K Sell
51,717
-11,591
-18% -$65K 0.02% 860
2024
Q1 		$389K Buy
63,308
+10,193
+19% +$58.5K 0.03% 811
2023
Q4 		$309K Buy
53,115
+8,155
+18% +$49.9K 0.03% 907
2023
Q3 		$308K Sell
44,960
-53,436
-54% -$452K 0.04% 706
2023
Q2 		$794K Buy
+98,396
New +$728K 0.14% 236
2022
Q4 		– Sell
-44,892
Closed -$312K – 825
2022
Q3 		$312K Sell
44,892
-28,690
-39% -$189K 0.07% 465
2022
Q2 		$402K Sell
73,582
-18,629
-20% -$125K 0.11% 355
2022
Q1 		$626K Buy
92,211
+25,111
+37% +$161K 0.17% 193
2021
Q4 		$339K Buy
67,100
+7,845
+13% +$43.5K 0.12% 314
2021
Q3 		$337K Buy
59,255
+21,555
+57% +$96.3K 0.11% 336
2021
Q2 		$187K Buy
+37,700
New +$148K 0.08% 461

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Campbell & Co Investment Adviser's EPM Position: Q3 2025 in Review

Campbell & Co Investment Adviser sold out of Evolution Petroleum (EPM) in Q3 2025, closing a stake of 15,492 shares — an estimated $72.8K sold.

Campbell & Co Investment Adviser first reported a position in EPM in Q2 2021 and held it in 14 quarters. The position peaked at $794K in Q2 2023. 115 funds tracked by Wall St. Rank hold EPM as of Q3 2025.

  • Campbell & Co Investment Adviser reported no remaining Evolution Petroleum position as of Q3 2025 after selling out during the quarter.
  • Campbell & Co Investment Adviser sold 15,492 Evolution Petroleum shares in Q3 2025, an estimated $72.8K.
  • Campbell & Co Investment Adviser first reported a position in Evolution Petroleum in Q2 2021 and held it in 14 quarters.
  • Campbell & Co Investment Adviser's Evolution Petroleum position peaked at $794K in Q2 2023.
  • 115 funds tracked by Wall St. Rank held Evolution Petroleum as of Q3 2025.

Based on Campbell & Co Investment Adviser's 13F filing for Q3 2025, filed 28 Oct 2025.