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Caprock Group’s Evolution Petroleum EPM Stock Holding History

Caprock Group’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
Q1 		$75.4K Buy
14,559
+2,529
+21% +$13.2K ﹤0.01% 1044
2024
Q4 		$62.9K Sell
12,030
-1,374
-10% -$7.52K ﹤0.01% 973
2024
Q3 		$71.2K Buy
+13,404
New +$70.7K ﹤0.01% 877

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
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Caprock Group's EPM Position: Q1 2025 in Review

Caprock Group increased its Evolution Petroleum (EPM) stake by 21% in Q1 2025, buying an estimated $13.2K and bringing the position to 14,559 shares worth $75.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1044.

Caprock Group first reported a position in EPM in Q3 2024 and has held it in 3 quarters since. 111 funds tracked by Wall St. Rank hold EPM as of Q1 2025.

  • Caprock Group held 14,559 shares of Evolution Petroleum worth $75.4K as of Q1 2025.
  • Caprock Group bought 2,529 Evolution Petroleum shares in Q1 2025, an estimated $13.2K.
  • Evolution Petroleum made up ﹤0.01% of Caprock Group's portfolio in Q1 2025, its #1044 holding.
  • Caprock Group first reported a position in Evolution Petroleum in Q3 2024 and has held it in 3 quarters since.
  • 111 funds tracked by Wall St. Rank held Evolution Petroleum as of Q1 2025.

Based on Caprock Group's 13F filing for Q1 2025, filed 15 May 2025.