Geode Capital Management’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
Q2 | $3.26M | Buy |
885,707
+107,342
| +14% | +$469K | ﹤0.01% | 3080 |
|
|
2026
Q1 | $3.57M | Buy |
778,365
+21,662
| +3% | +$90.2K | ﹤0.01% | 2902 |
|
|
2025
Q4 | $2.68M | Buy |
756,703
+29,101
| +4% | +$123K | ﹤0.01% | 3058 |
|
|
2025
Q3 | $3.51M | Buy |
727,602
+68
| +0% | +$339 | ﹤0.01% | 2956 |
|
|
2025
Q2 | $3.42M | Sell |
727,534
-13,265
| -2% | -$60.1K | ﹤0.01% | 2925 |
|
|
2025
Q1 | $3.84M | Buy |
740,799
+28,278
| +4% | +$147K | ﹤0.01% | 2778 |
|
|
2024
Q4 | $3.73M | Buy |
712,521
+2,657
| +0.4% | +$14.5K | ﹤0.01% | 2882 |
|
|
2024
Q3 | $3.77M | Buy |
709,864
+1,153
| +0.2% | +$6.08K | ﹤0.01% | 2899 |
|
|
2024
Q2 | $3.74M | Buy |
708,711
+28,817
| +4% | +$162K | ﹤0.01% | 2882 |
|
|
2024
Q1 | $4.18M | Sell |
679,894
-6,415
| -0.9% | -$36.8K | ﹤0.01% | 2792 |
|
|
2023
Q4 | $3.99M | Buy |
686,309
+44,755
| +7% | +$274K | ﹤0.01% | 2823 |
|
|
2023
Q3 | $4.39M | Buy |
641,554
+13,883
| +2% | +$117K | ﹤0.01% | 2709 |
|
|
2023
Q2 | $5.07M | Buy |
627,671
+324,738
| +107% | +$2.4M | ﹤0.01% | 2671 |
|
|
2023
Q1 | $1.91M | Buy |
302,933
+29,431
| +11% | +$189K | ﹤0.01% | 3049 |
|
|
2022
Q4 | $2.06M | Buy |
273,502
+9,554
| +4% | +$71.8K | ﹤0.01% | 3025 |
|
|
2022
Q3 | $1.84M | Sell |
263,948
-1,115
| -0.4% | -$7.35K | ﹤0.01% | 3110 |
|
|
2022
Q2 | $1.45M | Buy |
265,063
+498
| +0.2% | +$3.35K | ﹤0.01% | 3247 |
|
|
2022
Q1 | $1.8M | Sell |
264,565
-17,418
| -6% | -$112K | ﹤0.01% | 3298 |
|
|
2021
Q4 | $1.42M | Sell |
281,983
-275
| -0.1% | -$1.52K | ﹤0.01% | 3545 |
|
|
2021
Q3 | $1.6M | Buy |
282,258
+30,391
| +12% | +$136K | ﹤0.01% | 3455 |
|
|
2021
Q2 | $1.25M | Sell |
251,867
-156,930
| -38% | -$617K | ﹤0.01% | 3484 |
|
|
2021
Q1 | $1.38M | Buy |
408,797
+2,600
| +0.6% | +$8.96K | ﹤0.01% | 3426 |
|
|
2020
Q4 | $1.16M | Buy |
406,197
+13,082
| +3% | +$33.1K | ﹤0.01% | 3325 |
|
|
2020
Q3 | $880K | Buy |
393,115
+18,839
| +5% | +$50.1K | ﹤0.01% | 3259 |
|
|
2020
Q2 | $1.05M | Sell |
374,276
-14,135
| -4% | -$37.9K | ﹤0.01% | 3121 |
|
|
2020
Q1 | $1.01M | Buy |
388,411
+21,555
| +6% | +$97.6K | ﹤0.01% | 3017 |
|
|
2019
Q4 | $2.01M | Sell |
366,856
-1,826
| -0.5% | -$10K | ﹤0.01% | 3010 |
|
|
2019
Q3 | $2.15M | Buy |
368,682
+13,069
| +4% | +$79.8K | ﹤0.01% | 2906 |
|
|
2019
Q2 | $2.54M | Buy |
355,613
+38,081
| +12% | +$257K | ﹤0.01% | 2786 |
|
|
2019
Q1 | $2.14M | Buy |
317,532
+25,628
| +9% | +$187K | ﹤0.01% | 2810 |
|
|
2018
Q4 | $1.99M | Buy |
291,904
+28,095
| +11% | +$263K | ﹤0.01% | 2776 |
|
|
2018
Q3 | $2.92M | Sell |
263,809
-5,234
| -2% | -$55.2K | ﹤0.01% | 2677 |
|
|
2018
Q2 | $2.65M | Buy |
269,043
+12,080
| +5% | +$111K | ﹤0.01% | 2695 |
|
|
2018
Q1 | $2.07M | Sell |
256,963
-447
| -0.2% | -$3.46K | ﹤0.01% | 2734 |
|
|
2017
Q4 | $1.76M | Buy |
257,410
+2,300
| +0.9% | +$16.2K | ﹤0.01% | 2824 |
|
|
2017
Q3 | $1.84M | Buy |
255,110
+1,024
| +0.4% | +$7.76K | ﹤0.01% | 2807 |
|
|
2017
Q2 | $2.06M | Sell |
254,086
-4,970
| -2% | -$38.8K | ﹤0.01% | 2716 |
|
|
2017
Q1 | $2.07M | Buy |
259,056
+19,140
| +8% | +$163K | ﹤0.01% | 2647 |
|
|
2016
Q4 | $2.4M | Buy |
239,916
+78,933
| +49% | +$662K | ﹤0.01% | 2526 |
|
|
2016
Q3 | $1.01M | Buy |
160,983
+4,656
| +3% | +$26.6K | ﹤0.01% | 2931 |
|
|
2016
Q2 | $855K | Buy |
156,327
+1,844
| +1% | +$9.95K | ﹤0.01% | 2985 |
|
|
2016
Q1 | $750 | Buy |
154,483
+1,690
| +1% | +$7.6K | ﹤0.01% | 3030 |
|
|
2015
Q4 | $734K | Hold |
152,793
| – | – | ﹤0.01% | 3068 |
|
|
2015
Q3 | $848K | Buy |
152,793
+2,594
| +2% | +$14.4K | ﹤0.01% | 2958 |
|
|
2015
Q2 | $989K | Buy |
150,199
+13,197
| +10% | +$90.1K | ﹤0.01% | 2898 |
|
|
2015
Q1 | $815K | Buy |
137,002
+12,754
| +10% | +$85.7K | ﹤0.01% | 2976 |
|
|
2014
Q4 | $923K | Sell |
124,248
-13,745
| -10% | -$115K | ﹤0.01% | 2896 |
|
|
2014
Q3 | $1.27M | Buy |
137,993
+9,582
| +7% | +$99K | ﹤0.01% | 2642 |
|
|
2014
Q2 | $1.41M | Sell |
128,411
-1,788
| -1% | -$20.5K | ﹤0.01% | 2594 |
|
|
2014
Q1 | $1.66M | Buy |
130,199
+37,274
| +40% | +$477K | ﹤0.01% | 2451 |
|
|
2013
Q4 | $1.15M | Buy |
92,925
+27,657
| +42% | +$333K | ﹤0.01% | 2633 |
|
|
2013
Q3 | $735K | Buy |
65,268
+13,696
| +27% | +$158K | ﹤0.01% | 2754 |
|
|
2013
Q2 | $563K | Buy |
+51,572
| New | +$535K | ﹤0.01% | 2799 |
|
Other funds holding EPM
WA
CAMG
Geode Capital Management's EPM Position: Q2 2026 in Review
Geode Capital Management increased its Evolution Petroleum (EPM) stake by 14% in Q2 2026, buying an estimated $469K and bringing the position to 885,707 shares worth $3.26M. The position accounts for ﹤0.01% of the portfolio, ranked #3080.
Geode Capital Management first reported a position in EPM in Q2 2013 and has held it in 53 quarters since. The position peaked at $5.07M in Q2 2023. 116 funds tracked by Wall St. Rank hold EPM as of Q2 2026.
- Geode Capital Management held 885,707 shares of Evolution Petroleum worth $3.26M as of Q2 2026.
- Geode Capital Management bought 107,342 Evolution Petroleum shares in Q2 2026, an estimated $469K.
- Evolution Petroleum made up ﹤0.01% of Geode Capital Management's portfolio in Q2 2026, its #3080 holding.
- Geode Capital Management first reported a position in Evolution Petroleum in Q2 2013 and has held it in 53 quarters since.
- Geode Capital Management's Evolution Petroleum position peaked at $5.07M in Q2 2023.
- 116 funds tracked by Wall St. Rank held Evolution Petroleum as of Q2 2026.
Based on Geode Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.