Fidelity Investments’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 | $31.1K | Buy |
6,784
+258
| +4% | +$1.07K | ﹤0.01% | 4332 |
|
|
2025
Q4 | $23.1K | Sell |
6,526
-667
| -9% | -$2.81K | ﹤0.01% | 4410 |
|
|
2025
Q3 | $34.7K | Buy |
7,193
+737
| +11% | +$3.67K | ﹤0.01% | 4133 |
|
|
2025
Q2 | $30.3K | Sell |
6,456
-1,555
| -19% | -$7.05K | ﹤0.01% | 4118 |
|
|
2025
Q1 | $41.5K | Buy |
8,011
+966
| +14% | +$5.04K | ﹤0.01% | 3934 |
|
|
2024
Q4 | $36.8K | Sell |
7,045
-1,763
| -20% | -$9.65K | ﹤0.01% | 3988 |
|
|
2024
Q3 | $46.8K | Buy |
8,808
+1,651
| +23% | +$8.71K | ﹤0.01% | 3806 |
|
|
2024
Q2 | $37.7K | Sell |
7,157
-354
| -5% | -$1.99K | ﹤0.01% | 3765 |
|
|
2024
Q1 | $46.1K | Sell |
7,511
-279
| -4% | -$1.6K | ﹤0.01% | 3624 |
|
|
2023
Q4 | $45.3K | Buy |
7,790
+634
| +9% | +$3.88K | ﹤0.01% | 3560 |
|
|
2023
Q3 | $48.9K | Buy |
7,156
+266
| +4% | +$2.25K | ﹤0.01% | 3377 |
|
|
2023
Q2 | $55.6K | Buy |
6,890
+602
| +10% | +$4.45K | ﹤0.01% | 3387 |
|
|
2023
Q1 | $39.7K | Buy |
6,288
+2
| +0% | +$13 | ﹤0.01% | 3549 |
|
|
2022
Q4 | $47.5K | Sell |
6,286
-96
| -2% | -$722 | ﹤0.01% | 3455 |
|
|
2022
Q3 | $44K | Sell |
6,382
-108
| -2% | -$712 | ﹤0.01% | 3537 |
|
|
2022
Q2 | $35K | Sell |
6,490
-137
| -2% | -$922 | ﹤0.01% | 3690 |
|
|
2022
Q1 | $45K | Sell |
6,627
-913,460
| -99% | -$5.87M | ﹤0.01% | 3715 |
|
|
2021
Q4 | $4.65M | Buy |
920,087
+186,144
| +25% | +$1.03M | ﹤0.01% | 2383 |
|
|
2021
Q3 | $4.17M | Buy |
733,943
+289,895
| +65% | +$1.3M | ﹤0.01% | 2412 |
|
|
2021
Q2 | $2.2M | Buy |
+444,048
| New | +$1.75M | ﹤0.01% | 2532 |
|
|
2021
Q1 | – | Sell |
-2
| Closed | – | – | 4108 |
|
|
2020
Q4 | $0 | Sell |
2
-288
| -99% | -$729 | ﹤0.01% | 3939 |
|
|
2020
Q3 | $1K | Hold |
290
| – | – | ﹤0.01% | 3550 |
|
|
2020
Q2 | $1K | Hold |
290
| – | – | ﹤0.01% | 3452 |
|
|
2020
Q1 | $1K | Sell |
290
-1
| -0.3% | -$5 | ﹤0.01% | 3480 |
|
|
2019
Q4 | $2K | Buy |
291
+1
| +0.3% | +$6 | ﹤0.01% | 3548 |
|
|
2019
Q3 | $2K | Sell |
290
-1
| -0.3% | -$6 | ﹤0.01% | 3547 |
|
|
2019
Q2 | $2K | Buy |
291
+1
| +0.3% | +$7 | ﹤0.01% | 3513 |
|
|
2019
Q1 | $2K | Sell |
290
-1
| -0.3% | -$7 | ﹤0.01% | 3402 |
|
|
2018
Q4 | $2K | Buy |
291
+1
| +0.3% | +$9 | ﹤0.01% | 3315 |
|
|
2018
Q3 | $3K | Buy |
+290
| New | +$3.06K | ﹤0.01% | 3336 |
|
|
2016
Q3 | – | Sell |
-295,100
| Closed | -$1.61M | – | 2664 |
|
|
2016
Q2 | $1.61M | Hold |
295,100
| – | – | ﹤0.01% | 2417 |
|
|
2016
Q1 | $1.43M | Hold |
295,100
| – | – | ﹤0.01% | 2436 |
|
|
2015
Q4 | $1.42M | Sell |
295,100
-5,118
| -2% | -$31K | ﹤0.01% | 2477 |
|
|
2015
Q3 | $1.67M | Sell |
300,218
-117,182
| -28% | -$649K | ﹤0.01% | 2455 |
|
|
2015
Q2 | $2.75M | Hold |
417,400
| – | – | ﹤0.01% | 2386 |
|
|
2015
Q1 | $2.48M | Hold |
417,400
| – | – | ﹤0.01% | 2381 |
|
|
2014
Q4 | $3.1M | Hold |
417,400
| – | – | ﹤0.01% | 2352 |
|
|
2014
Q3 | $3.83M | Buy |
417,400
+3,200
| +0.8% | +$33.1K | ﹤0.01% | 2292 |
|
|
2014
Q2 | $4.54M | Hold |
414,200
| – | – | ﹤0.01% | 2259 |
|
|
2014
Q1 | $5.27M | Buy |
414,200
+328,395
| +383% | +$4.2M | ﹤0.01% | 2194 |
|
|
2013
Q4 | $1.06M | Buy |
+85,805
| New | +$1.03M | ﹤0.01% | 2444 |
|
Other funds holding EPM
WA
VCM
CAMG
Fidelity Investments's EPM Position: Q1 2026 in Review
Fidelity Investments increased its Evolution Petroleum (EPM) stake by 4% in Q1 2026, buying an estimated $1.07K and bringing the position to 6,784 shares worth $31.1K. The position accounts for ﹤0.01% of the portfolio, ranked #4332.
Fidelity Investments first reported a position in EPM in Q4 2013 and has held it in 41 quarters since. The position peaked at $5.27M in Q1 2014. 121 funds tracked by Wall St. Rank hold EPM as of Q1 2026.
- Fidelity Investments held 6,784 shares of Evolution Petroleum worth $31.1K as of Q1 2026.
- Fidelity Investments bought 258 Evolution Petroleum shares in Q1 2026, an estimated $1.07K.
- Evolution Petroleum made up ﹤0.01% of Fidelity Investments's portfolio in Q1 2026, its #4332 holding.
- Fidelity Investments first reported a position in Evolution Petroleum in Q4 2013 and has held it in 41 quarters since.
- Fidelity Investments's Evolution Petroleum position peaked at $5.27M in Q1 2014.
- 121 funds tracked by Wall St. Rank held Evolution Petroleum as of Q1 2026.
Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.