Dimensional Fund Advisors’s Evolution Petroleum EPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.66M | Buy |
1,453,218
+32,641
| +2% | +$136K | ﹤0.01% | 2404 |
|
|
2025
Q4 | $5.03M | Sell |
1,420,577
-11,982
| -0.8% | -$50.6K | ﹤0.01% | 2525 |
|
|
2025
Q3 | $6.91M | Sell |
1,432,559
-32,816
| -2% | -$164K | ﹤0.01% | 2436 |
|
|
2025
Q2 | $6.89M | Sell |
1,465,375
-47,542
| -3% | -$215K | ﹤0.01% | 2421 |
|
|
2025
Q1 | $7.84M | Buy |
1,512,917
+2,463
| +0.2% | +$12.8K | ﹤0.01% | 2351 |
|
|
2024
Q4 | $7.9M | Buy |
1,510,454
+89,697
| +6% | +$491K | ﹤0.01% | 2394 |
|
|
2024
Q3 | $7.54M | Buy |
1,420,757
+84,409
| +6% | +$445K | ﹤0.01% | 2395 |
|
|
2024
Q2 | $7.04M | Buy |
1,336,348
+5,250
| +0.4% | +$29.5K | ﹤0.01% | 2384 |
|
|
2024
Q1 | $8.17M | Buy |
1,331,098
+42,923
| +3% | +$247K | ﹤0.01% | 2395 |
|
|
2023
Q4 | $7.48M | Buy |
1,288,175
+32,898
| +3% | +$201K | ﹤0.01% | 2438 |
|
|
2023
Q3 | $8.59M | Buy |
1,255,277
+30,891
| +3% | +$261K | ﹤0.01% | 2336 |
|
|
2023
Q2 | $9.88M | Buy |
1,224,386
+91,405
| +8% | +$676K | ﹤0.01% | 2263 |
|
|
2023
Q1 | $7.15M | Buy |
1,132,981
+85,159
| +8% | +$546K | ﹤0.01% | 2361 |
|
|
2022
Q4 | $7.91K | Sell |
1,047,822
-65
| -0% | -$489 | ﹤0.01% | 2301 |
|
|
2022
Q3 | $7.29M | Buy |
1,047,887
+47,022
| +5% | +$310K | ﹤0.01% | 2286 |
|
|
2022
Q2 | $5.46M | Buy |
1,000,865
+67,008
| +7% | +$451K | ﹤0.01% | 2423 |
|
|
2022
Q1 | $6.34M | Buy |
933,857
+34,234
| +4% | +$220K | ﹤0.01% | 2467 |
|
|
2021
Q4 | $4.54M | Sell |
899,623
-75,343
| -8% | -$418K | ﹤0.01% | 2587 |
|
|
2021
Q3 | $5.54M | Sell |
974,966
-122,886
| -11% | -$549K | ﹤0.01% | 2550 |
|
|
2021
Q2 | $5.45M | Sell |
1,097,852
-60,821
| -5% | -$239K | ﹤0.01% | 2585 |
|
|
2021
Q1 | $3.92M | Sell |
1,158,673
-11,607
| -1% | -$40K | ﹤0.01% | 2654 |
|
|
2020
Q4 | $3.33M | Sell |
1,170,280
-114,080
| -9% | -$289K | ﹤0.01% | 2659 |
|
|
2020
Q3 | $2.88M | Sell |
1,284,360
-34,701
| -3% | -$92.4K | ﹤0.01% | 2643 |
|
|
2020
Q2 | $3.69M | Sell |
1,319,061
-44,905
| -3% | -$121K | ﹤0.01% | 2578 |
|
|
2020
Q1 | $3.56M | Buy |
1,363,966
+11,660
| +0.9% | +$52.8K | ﹤0.01% | 2526 |
|
|
2019
Q4 | $7.4M | Buy |
1,352,306
+27,199
| +2% | +$150K | ﹤0.01% | 2471 |
|
|
2019
Q3 | $7.74M | Buy |
1,325,107
+38,856
| +3% | +$237K | ﹤0.01% | 2451 |
|
|
2019
Q2 | $9.2M | Buy |
1,286,251
+29,725
| +2% | +$201K | ﹤0.01% | 2425 |
|
|
2019
Q1 | $8.48M | Buy |
1,256,526
+113,964
| +10% | +$830K | ﹤0.01% | 2463 |
|
|
2018
Q4 | $7.79M | Buy |
1,142,562
+71,861
| +7% | +$674K | ﹤0.01% | 2452 |
|
|
2018
Q3 | $11.8M | Buy |
1,070,701
+138,338
| +15% | +$1.46M | ﹤0.01% | 2367 |
|
|
2018
Q2 | $9.18M | Buy |
932,363
+121,866
| +15% | +$1.12M | ﹤0.01% | 2460 |
|
|
2018
Q1 | $6.53M | Buy |
810,497
+78,566
| +11% | +$609K | ﹤0.01% | 2526 |
|
|
2017
Q4 | $5.01M | Buy |
731,931
+104,232
| +17% | +$732K | ﹤0.01% | 2616 |
|
|
2017
Q3 | $4.52M | Buy |
627,699
+106,018
| +20% | +$803K | ﹤0.01% | 2630 |
|
|
2017
Q2 | $4.23M | Buy |
521,681
+117,380
| +29% | +$916K | ﹤0.01% | 2645 |
|
|
2017
Q1 | $3.23M | Buy |
404,301
+31,006
| +8% | +$264K | ﹤0.01% | 2713 |
|
|
2016
Q4 | $3.73M | Buy |
373,295
+113,015
| +43% | +$947K | ﹤0.01% | 2628 |
|
|
2016
Q3 | $1.64M | Buy |
260,280
+19,512
| +8% | +$112K | ﹤0.01% | 2828 |
|
|
2016
Q2 | $1.32M | Buy |
240,768
+7,573
| +3% | +$40.9K | ﹤0.01% | 2867 |
|
|
2016
Q1 | $1.13M | Buy |
233,195
+19,722
| +9% | +$88.7K | ﹤0.01% | 2895 |
|
|
2015
Q4 | $1.03M | Buy |
213,473
+26,398
| +14% | +$160K | ﹤0.01% | 2948 |
|
|
2015
Q3 | $1.04M | Buy |
187,075
+12,605
| +7% | +$69.8K | ﹤0.01% | 2988 |
|
|
2015
Q2 | $1.15M | Sell |
174,470
-7,496
| -4% | -$51.2K | ﹤0.01% | 2993 |
|
|
2015
Q1 | $1.08M | Sell |
181,966
-2,500
| -1% | -$16.8K | ﹤0.01% | 2969 |
|
|
2014
Q4 | $1.37M | Hold |
184,466
| – | – | ﹤0.01% | 2938 |
|
|
2014
Q3 | $1.69M | Sell |
184,466
-3,205
| -2% | -$33.1K | ﹤0.01% | 2879 |
|
|
2014
Q2 | $2.06M | Sell |
187,671
-100
| -0.1% | -$1.15K | ﹤0.01% | 2847 |
|
|
2014
Q1 | $2.39M | Buy |
187,771
+10,253
| +6% | +$131K | ﹤0.01% | 2796 |
|
|
2013
Q4 | $2.19M | Buy |
177,518
+9,277
| +6% | +$112K | ﹤0.01% | 2831 |
|
|
2013
Q3 | $1.89M | Sell |
168,241
-6,056
| -3% | -$70K | ﹤0.01% | 2874 |
|
|
2013
Q2 | $1.9M | Buy |
+174,297
| New | +$1.81M | ﹤0.01% | 2843 |
|
Other funds holding EPM
WA
VCM
CAMG
