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Harbor Capital Advisors’s Evolution Petroleum EPM Stock Holding History

Harbor Capital Advisors’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 		$3K Buy
862
+490
+132% +$2.14K ﹤0.01% 1176
2026
Q1 		$2K Sell
372
-20
-5% -$83 ﹤0.01% 1200
2025
Q4 		$1K Sell
392
-7
-2% -$30 ﹤0.01% 1302
2025
Q3 		$2K Sell
399
-226
-36% -$1.13K ﹤0.01% 1284
2025
Q2 		$3K Buy
625
+9
+1% +$41 ﹤0.01% 1259
2025
Q1 		$3K Buy
616
+169
+38% +$881 ﹤0.01% 1291
2024
Q4 		$2K Buy
447
+202
+82% +$1.11K ﹤0.01% 1266
2024
Q3 		$1K Buy
+245
New +$1.29K ﹤0.01% 1325

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
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
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
RFA
Register Financial Advisors Atlanta, Georgia $326M AUM 48.38% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $228M AUM 19.85% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Harbor Capital Advisors's EPM Position: Q2 2026 in Review

Harbor Capital Advisors increased its Evolution Petroleum (EPM) stake by 132% in Q2 2026, buying an estimated $2.14K and bringing the position to 862 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #1176.

Harbor Capital Advisors first reported a position in EPM in Q3 2024 and has held it in 8 quarters since. 62 funds tracked by Wall St. Rank hold EPM as of Q2 2026.

  • Harbor Capital Advisors held 862 shares of Evolution Petroleum worth $3K as of Q2 2026.
  • Harbor Capital Advisors bought 490 Evolution Petroleum shares in Q2 2026, an estimated $2.14K.
  • Evolution Petroleum made up ﹤0.01% of Harbor Capital Advisors's portfolio in Q2 2026, its #1176 holding.
  • Harbor Capital Advisors first reported a position in Evolution Petroleum in Q3 2024 and has held it in 8 quarters since.
  • 62 funds tracked by Wall St. Rank held Evolution Petroleum as of Q2 2026.

Based on Harbor Capital Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.