Connor, Clark & Lunn Investment Management (CC&L)
EPM icon

Connor, Clark & Lunn Investment Management (CC&L)’s Evolution Petroleum EPM Stock Holding History

Connor, Clark & Lunn Investment Management (CC&L)’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
Q1 		$148K Buy
+32,340
New +$135K ﹤0.01% 1495
2022
Q3 		– Sell
-51,252
Closed -$280K – 1147
2022
Q2 		$280K Buy
51,252
+20,658
+68% +$139K ﹤0.01% 874
2022
Q1 		$208K Buy
+30,594
New +$197K ﹤0.01% 938

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Dimensional Fund Advisors
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VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Connor, Clark & Lunn Investment Management (CC&L)'s EPM Position: Q1 2026 in Review

Connor, Clark & Lunn Investment Management (CC&L) opened a new position in Evolution Petroleum (EPM) in Q1 2026: 32,340 shares worth $148K. The stake represents ﹤0.01% of the portfolio and ranks #1495 among its holdings. This is a return to the name: Connor, Clark & Lunn Investment Management (CC&L) previously reported a position in EPM as recently as Q2 2022.

Connor, Clark & Lunn Investment Management (CC&L) first reported a position in EPM in Q1 2022 and has held it in 3 quarters since. The position peaked at $280K in Q2 2022. 122 funds tracked by Wall St. Rank hold EPM as of Q1 2026.

  • Connor, Clark & Lunn Investment Management (CC&L) held 32,340 shares of Evolution Petroleum worth $148K as of Q1 2026.
  • Evolution Petroleum was a new Connor, Clark & Lunn Investment Management (CC&L) position in Q1 2026.
  • Evolution Petroleum made up ﹤0.01% of Connor, Clark & Lunn Investment Management (CC&L)'s portfolio in Q1 2026, its #1495 holding.
  • Connor, Clark & Lunn Investment Management (CC&L) first reported a position in Evolution Petroleum in Q1 2022 and has held it in 3 quarters since.
  • Connor, Clark & Lunn Investment Management (CC&L)'s Evolution Petroleum position peaked at $280K in Q2 2022.
  • 122 funds tracked by Wall St. Rank held Evolution Petroleum as of Q1 2026.

Based on Connor, Clark & Lunn Investment Management (CC&L)'s 13F filing for Q1 2026, filed 11 May 2026.