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Engineers Gate Manager’s Evolution Petroleum EPM Stock Holding History

Engineers Gate Manager’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 		$74.3K Sell
20,198
-42,805
-68% -$187K ﹤0.01% 2096
2026
Q1 		$289K Buy
63,003
+48,332
+329% +$201K ﹤0.01% 1725
2025
Q4 		$51.9K Buy
+14,671
New +$61.9K ﹤0.01% 1974
2025
Q1 		– Sell
-17,098
Closed -$89.4K – 2270
2024
Q4 		$89.4K Buy
+17,098
New +$93.6K ﹤0.01% 2014
2023
Q2 		– Sell
-17,400
Closed -$110K – 1809
2023
Q1 		$110K Buy
17,400
+687
+4% +$4.4K ﹤0.01% 1503
2022
Q4 		$126K Sell
16,713
-17,757
-52% -$133K 0.01% 1458
2022
Q3 		$240K Buy
34,470
+23,370
+211% +$154K 0.01% 1224
2022
Q2 		$61K Sell
11,100
-68,103
-86% -$458K ﹤0.01% 1780
2022
Q1 		$538K Buy
+79,203
New +$509K 0.02% 1030
2021
Q2 		– Sell
-10,450
Closed -$35K – 1715
2021
Q1 		$35K Sell
10,450
-704
-6% -$2.43K ﹤0.01% 1762
2020
Q4 		$32K Buy
11,154
+1,064
+11% +$2.69K ﹤0.01% 1645
2020
Q3 		$23K Sell
10,090
-5,784
-36% -$15.4K ﹤0.01% 1621
2020
Q2 		$44K Sell
15,874
-1,256
-7% -$3.37K ﹤0.01% 1646
2020
Q1 		$45K Sell
17,130
-9,682
-36% -$43.9K ﹤0.01% 1488
2019
Q4 		$147K Buy
26,812
+2,137
+9% +$11.8K 0.01% 1516
2019
Q3 		$144K Buy
24,675
+8,071
+49% +$49.3K 0.01% 1257
2019
Q2 		$119K Buy
+16,604
New +$112K 0.01% 1043
2018
Q4 		– Sell
-15,251
Closed -$169K – 935
2018
Q3 		$169K Buy
+15,251
New +$161K 0.01% 820

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

Engineers Gate Manager's EPM Position: Q2 2026 in Review

Engineers Gate Manager reduced its Evolution Petroleum (EPM) stake by 68% in Q2 2026, selling an estimated $187K and leaving 20,198 shares worth $74.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2096.

Engineers Gate Manager first reported a position in EPM in Q3 2018 and has held it in 18 quarters since. The position peaked at $538K in Q1 2022. 118 funds tracked by Wall St. Rank hold EPM as of Q2 2026.

  • Engineers Gate Manager held 20,198 shares of Evolution Petroleum worth $74.3K as of Q2 2026.
  • Engineers Gate Manager sold 42,805 Evolution Petroleum shares in Q2 2026, an estimated $187K.
  • Evolution Petroleum made up ﹤0.01% of Engineers Gate Manager's portfolio in Q2 2026, its #2096 holding.
  • Engineers Gate Manager first reported a position in Evolution Petroleum in Q3 2018 and has held it in 18 quarters since.
  • Engineers Gate Manager's Evolution Petroleum position peaked at $538K in Q1 2022.
  • 118 funds tracked by Wall St. Rank held Evolution Petroleum as of Q2 2026.

Based on Engineers Gate Manager's 13F filing for Q2 2026, filed 14 Aug 2026.