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Cliff Asness’s Evolution Petroleum EPM Stock Holding History

Cliff Asness’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 		$1.38M Buy
375,692
+342,166
+1,021% +$1.5M ﹤0.01% 2832
2026
Q1 		$154K Buy
33,526
+21,232
+173% +$88.4K ﹤0.01% 3641
2025
Q4 		$43.5K Sell
12,294
-20,570
-63% -$86.8K ﹤0.01% 3519
2025
Q3 		$158K Buy
32,864
+19,842
+152% +$98.9K ﹤0.01% 3304
2025
Q2 		$61.2K Sell
13,022
-4,613
-26% -$20.9K ﹤0.01% 3227
2025
Q1 		$91.3K Buy
+17,635
New +$92K ﹤0.01% 3026
2024
Q3 		– Sell
-17,726
Closed -$93.4K – 2792
2024
Q2 		$93.4K Sell
17,726
-42,325
-70% -$238K ﹤0.01% 2500
2024
Q1 		$369K Buy
60,051
+4,412
+8% +$25.3K ﹤0.01% 2074
2023
Q4 		$323K Buy
55,639
+39,926
+254% +$244K ﹤0.01% 2041
2023
Q3 		$107K Buy
+15,713
New +$133K ﹤0.01% 2224
2019
Q3 		– Sell
-79,360
Closed -$567K – 2121
2019
Q2 		$567K Sell
79,360
-127,732
-62% -$862K ﹤0.01% 1691
2019
Q1 		$1.4M Sell
207,092
-70,027
-25% -$510K ﹤0.01% 1444
2018
Q4 		$1.89M Sell
277,119
-33,629
-11% -$315K ﹤0.01% 1266
2018
Q3 		$3.43M Buy
310,748
+289,705
+1,377% +$3.05M ﹤0.01% 1159
2018
Q2 		$207K Buy
+21,043
New +$194K ﹤0.01% 2214

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

Cliff Asness's EPM Position: Q2 2026 in Review

Cliff Asness increased its Evolution Petroleum (EPM) stake by 1,021% in Q2 2026, buying an estimated $1.5M and bringing the position to 375,692 shares worth $1.38M. The position accounts for ﹤0.01% of the portfolio, ranked #2832.

Cliff Asness first reported a position in EPM in Q2 2018 and has held it in 15 quarters since. The position peaked at $3.43M in Q3 2018. 117 funds tracked by Wall St. Rank hold EPM as of Q2 2026.

  • Cliff Asness held 375,692 shares of Evolution Petroleum worth $1.38M as of Q2 2026.
  • Cliff Asness bought 342,166 Evolution Petroleum shares in Q2 2026, an estimated $1.5M.
  • Evolution Petroleum made up ﹤0.01% of Cliff Asness's portfolio in Q2 2026, its #2832 holding.
  • Cliff Asness first reported a position in Evolution Petroleum in Q2 2018 and has held it in 15 quarters since.
  • Cliff Asness's Evolution Petroleum position peaked at $3.43M in Q3 2018.
  • 117 funds tracked by Wall St. Rank held Evolution Petroleum as of Q2 2026.

Based on AQR Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.