Citadel Advisors
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Citadel Advisors’s Evolution Petroleum EPM Stock Holding History

Citadel Advisors’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 		– Sell
-10,200
Closed -$46.7K – 13977
2026
Q1 		$46.7K Sell
10,200
-5,500
-35% -$22.9K ﹤0.01% 12429
2025
Q4 		$55.6K Buy
+15,700
New +$66.2K ﹤0.01% 11988
2025
Q3 		– Sell
-23,300
Closed -$110K – 13079
2025
Q2 		$110K Sell
23,300
-2,000
-8% -$9.06K ﹤0.01% 11261
2025
Q1 		$131K Buy
25,300
+14,400
+132% +$75.1K ﹤0.01% 11073
2024
Q4 		$57K Buy
10,900
+6,700
+160% +$36.7K ﹤0.01% 12243
2024
Q3 		$22.3K Sell
4,200
-1,300
-24% -$6.86K ﹤0.01% 12701
2024
Q2 		$29K Sell
5,500
-21,800
-80% -$122K ﹤0.01% 12310
2024
Q1 		$168K Sell
27,300
-6,800
-20% -$39.1K ﹤0.01% 10597
2023
Q4 		$198K Sell
34,100
-43,600
-56% -$267K ﹤0.01% 9973
2023
Q3 		$531K Sell
77,700
-19,100
-20% -$162K ﹤0.01% 7932
2023
Q2 		$781K Buy
96,800
+73,800
+321% +$546K ﹤0.01% 6975
2023
Q1 		$145K Sell
23,000
-6,100
-21% -$39.1K ﹤0.01% 10691
2022
Q4 		$220K Sell
29,100
-11,400
-28% -$85.7K ﹤0.01% 9952
2022
Q3 		$282K Buy
40,500
+25,100
+163% +$165K ﹤0.01% 9713
2022
Q2 		$84K Sell
15,400
-10,000
-39% -$67.3K ﹤0.01% 11562
2022
Q1 		$172K Sell
25,400
-7,700
-23% -$49.5K ﹤0.01% 11698
2021
Q4 		$167K Buy
33,100
+9,800
+42% +$54.3K ﹤0.01% 12123
2021
Q3 		$132K Buy
23,300
+100
+0.4% +$447 ﹤0.01% 12528
2021
Q2 		$115K Buy
23,200
+10,500
+83% +$41.3K ﹤0.01% 12786
2021
Q1 		$43K Sell
12,700
-3,400
-21% -$11.7K ﹤0.01% 12954
2020
Q4 		$46K Sell
16,100
-10,400
-39% -$26.3K ﹤0.01% 10586
2020
Q3 		$59K Buy
+26,500
New +$70.5K ﹤0.01% 9538

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
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

Citadel Advisors's EPM Position: Q2 2026 in Review

Citadel Advisors reduced its Evolution Petroleum (EPM) stake by 85% in Q2 2026, selling an estimated $1.21M and leaving 48,677 shares worth $179K. The position accounts for ﹤0.01% of the portfolio, ranked #12192.

Citadel Advisors first reported a position in EPM in Q2 2013 and has held it in 35 quarters since. The position peaked at $1.74M in Q1 2023. 118 funds tracked by Wall St. Rank hold EPM as of Q2 2026.

  • Citadel Advisors held 48,677 shares of Evolution Petroleum worth $179K as of Q2 2026.
  • Citadel Advisors sold 277,228 Evolution Petroleum shares in Q2 2026, an estimated $1.21M.
  • Evolution Petroleum made up ﹤0.01% of Citadel Advisors's portfolio in Q2 2026, its #12192 holding.
  • Citadel Advisors first reported a position in Evolution Petroleum in Q2 2013 and has held it in 35 quarters since.
  • Citadel Advisors's Evolution Petroleum position peaked at $1.74M in Q1 2023.
  • 118 funds tracked by Wall St. Rank held Evolution Petroleum as of Q2 2026.

Based on Citadel Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.