INTECH Investment Management
EPM icon

INTECH Investment Management’s Evolution Petroleum EPM Stock Holding History

INTECH Investment Management’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
Q1 		– Sell
-13,261
Closed -$46.9K – 2185
2025
Q4 		$46.9K Sell
13,261
-1,523
-10% -$6.43K ﹤0.01% 2265
2025
Q3 		$71.3K Hold
14,784
– – ﹤0.01% 2329
2025
Q2 		$69.5K Sell
14,784
-2,178
-13% -$9.87K ﹤0.01% 2370
2025
Q1 		$87.9K Buy
16,962
+3,943
+30% +$20.6K ﹤0.01% 2347
2024
Q4 		$68.1K Buy
+13,019
New +$71.3K ﹤0.01% 2285

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

INTECH Investment Management's EPM Position: Q1 2026 in Review

INTECH Investment Management sold out of Evolution Petroleum (EPM) in Q1 2026, closing a stake of 13,261 shares — an estimated $46.9K sold.

INTECH Investment Management first reported a position in EPM in Q4 2024 and held it in 5 quarters. The position peaked at $87.9K in Q1 2025. 122 funds tracked by Wall St. Rank hold EPM as of Q1 2026.

  • INTECH Investment Management reported no remaining Evolution Petroleum position as of Q1 2026 after selling out during the quarter.
  • INTECH Investment Management sold 13,261 Evolution Petroleum shares in Q1 2026, an estimated $46.9K.
  • INTECH Investment Management first reported a position in Evolution Petroleum in Q4 2024 and held it in 5 quarters.
  • INTECH Investment Management's Evolution Petroleum position peaked at $87.9K in Q1 2025.
  • 122 funds tracked by Wall St. Rank held Evolution Petroleum as of Q1 2026.

Based on INTECH Investment Management's 13F filing for Q1 2026, filed 8 May 2026.