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David Shaw’s Evolution Petroleum EPM Stock Holding History

David Shaw’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 		$171K Buy
46,464
+18,776
+68% +$82.1K ﹤0.01% 4578
2026
Q1 		$127K Buy
+27,688
New +$115K ﹤0.01% 4265
2023
Q2 		– Sell
-53,173
Closed -$336K – 4316
2023
Q1 		$336K Sell
53,173
-53,176
-50% -$341K ﹤0.01% 3711
2022
Q4 		$803K Sell
106,349
-88,047
-45% -$662K ﹤0.01% 3584
2022
Q3 		$1.35M Buy
194,396
+10,294
+6% +$67.8K ﹤0.01% 3347
2022
Q2 		$1M Sell
184,102
-94,986
-34% -$639K ﹤0.01% 3634
2022
Q1 		$1.9M Buy
279,088
+6,676
+2% +$42.9K ﹤0.01% 3350
2021
Q4 		$1.38M Buy
272,412
+70,979
+35% +$393K ﹤0.01% 3673
2021
Q3 		$1.14M Sell
201,433
-17,661
-8% -$78.9K ﹤0.01% 3501
2021
Q2 		$1.09M Sell
219,094
-13,022
-6% -$51.2K ﹤0.01% 3463
2021
Q1 		$784K Sell
232,116
-79,004
-25% -$272K ﹤0.01% 3273
2020
Q4 		$887K Sell
311,120
-12,328
-4% -$31.2K ﹤0.01% 3092
2020
Q3 		$725K Sell
323,448
-34,417
-10% -$91.6K ﹤0.01% 3047
2020
Q2 		$1M Buy
357,865
+49,423
+16% +$133K ﹤0.01% 2929
2020
Q1 		$805K Sell
308,442
-22,929
-7% -$104K ﹤0.01% 2909
2019
Q4 		$1.81M Buy
331,371
+15,772
+5% +$86.8K ﹤0.01% 2551
2019
Q3 		$1.84M Buy
315,599
+5,048
+2% +$30.8K ﹤0.01% 2409
2019
Q2 		$2.22M Buy
310,551
+26,629
+9% +$180K ﹤0.01% 2170
2019
Q1 		$1.92M Buy
283,922
+190,204
+203% +$1.38M ﹤0.01% 2181
2018
Q4 		$639K Buy
93,718
+77,387
+474% +$725K ﹤0.01% 2953
2018
Q3 		$180K Buy
+16,331
New +$172K ﹤0.01% 3573

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

David Shaw's EPM Position: Q2 2026 in Review

David Shaw increased its Evolution Petroleum (EPM) stake by 68% in Q2 2026, buying an estimated $82.1K and bringing the position to 46,464 shares worth $171K. The position accounts for ﹤0.01% of the portfolio, ranked #4578.

David Shaw first reported a position in EPM in Q3 2018 and has held it in 21 quarters since. The position peaked at $2.22M in Q2 2019. 117 funds tracked by Wall St. Rank hold EPM as of Q2 2026.

  • David Shaw held 46,464 shares of Evolution Petroleum worth $171K as of Q2 2026.
  • David Shaw bought 18,776 Evolution Petroleum shares in Q2 2026, an estimated $82.1K.
  • Evolution Petroleum made up ﹤0.01% of David Shaw's portfolio in Q2 2026, its #4578 holding.
  • David Shaw first reported a position in Evolution Petroleum in Q3 2018 and has held it in 21 quarters since.
  • David Shaw's Evolution Petroleum position peaked at $2.22M in Q2 2019.
  • 117 funds tracked by Wall St. Rank held Evolution Petroleum as of Q2 2026.

Based on D.E. Shaw & Co's 13F filing for Q2 2026, filed 14 Aug 2026.