Jim Simons
EPM icon

Jim Simons’s Evolution Petroleum EPM Stock Holding History

Jim Simons’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 		$4.36M Sell
952,897
-109,400
-10% -$455K 0.01% 1453
2025
Q4 		$3.76M Buy
1,062,297
+2,300
+0.2% +$9.7K 0.01% 1482
2025
Q3 		$5.11M Sell
1,059,997
-12,900
-1% -$64.3K 0.01% 1482
2025
Q2 		$5.04M Sell
1,072,897
-23,400
-2% -$106K 0.01% 1524
2025
Q1 		$5.68M Buy
1,096,297
+341
+0% +$1.78K 0.01% 1352
2024
Q4 		$5.73M Sell
1,095,956
-25,641
-2% -$140K 0.01% 1359
2024
Q3 		$5.96M Sell
1,121,597
-193,786
-15% -$1.02M 0.01% 1328
2024
Q2 		$6.93M Buy
1,315,383
+58,586
+5% +$329K 0.01% 1115
2024
Q1 		$7.72M Sell
1,256,797
-107,400
-8% -$617K 0.01% 1142
2023
Q4 		$7.93M Sell
1,364,197
-130,400
-9% -$798K 0.01% 1059
2023
Q3 		$10.2M Sell
1,494,597
-44,787
-3% -$379K 0.02% 908
2023
Q2 		$12.4M Sell
1,539,384
-224,813
-13% -$1.66M 0.02% 917
2023
Q1 		$11.1M Buy
1,764,197
+103,900
+6% +$666K 0.01% 1037
2022
Q4 		$12.5M Sell
1,660,297
-47,016
-3% -$353K 0.02% 969
2022
Q3 		$11.9M Sell
1,707,313
-351,880
-17% -$2.32M 0.02% 935
2022
Q2 		$11.2M Sell
2,059,193
-25,220
-1% -$170K 0.01% 1044
2022
Q1 		$14.2M Sell
2,084,413
-3,200
-0.2% -$20.6K 0.02% 936
2021
Q4 		$10.5M Buy
2,087,613
+75,260
+4% +$417K 0.01% 1041
2021
Q3 		$11.4M Sell
2,012,353
-171,864
-8% -$768K 0.01% 947
2021
Q2 		$10.8M Sell
2,184,217
-293,305
-12% -$1.15M 0.01% 1117
2021
Q1 		$8.37M Buy
2,477,522
+114,350
+5% +$394K 0.01% 1312
2020
Q4 		$6.74M Sell
2,363,172
-19,800
-0.8% -$50.1K 0.01% 1410
2020
Q3 		$5.34M Sell
2,382,972
-2,200
-0.1% -$5.86K 0.01% 1536
2020
Q2 		$6.68M Sell
2,385,172
-8,000
-0.3% -$21.5K 0.01% 1463
2020
Q1 		$6.25M Sell
2,393,172
-201,800
-8% -$914K 0.01% 1440
2019
Q4 		$14.2M Buy
2,594,972
+167,840
+7% +$923K 0.01% 1210
2019
Q3 		$14.2M Buy
2,427,132
+215,644
+10% +$1.32M 0.01% 1165
2019
Q2 		$15.8M Buy
2,211,488
+121,000
+6% +$817K 0.01% 1105
2019
Q1 		$14.1M Buy
2,090,488
+115,800
+6% +$843K 0.01% 1174
2018
Q4 		$13.5M Buy
1,974,688
+192,600
+11% +$1.81M 0.01% 1136
2018
Q3 		$19.7M Buy
1,782,088
+205,788
+13% +$2.17M 0.02% 947
2018
Q2 		$15.5M Buy
1,576,300
+295,100
+23% +$2.72M 0.02% 1088
2018
Q1 		$10.3M Buy
1,281,200
+125,800
+11% +$975K 0.01% 1347
2017
Q4 		$7.91M Buy
1,155,400
+80,800
+8% +$568K 0.01% 1527
2017
Q3 		$7.74M Buy
1,074,600
+87,800
+9% +$665K 0.01% 1482
2017
Q2 		$7.99M Buy
986,800
+79,000
+9% +$616K 0.01% 1415
2017
Q1 		$7.26M Sell
907,800
-5,400
-0.6% -$46.1K 0.01% 1462
2016
Q4 		$9.13M Buy
913,200
+158,700
+21% +$1.33M 0.01% 1294
2016
Q3 		$4.74M Buy
754,500
+109,200
+17% +$625K 0.01% 1631
2016
Q2 		$3.53M Buy
645,300
+40,600
+7% +$219K 0.01% 1841
2016
Q1 		$2.94M Buy
604,700
+40,900
+7% +$184K 0.01% 1989
2015
Q4 		$2.71M Buy
563,800
+41,500
+8% +$252K 0.01% 1915
2015
Q3 		$2.9M Buy
522,300
+21,600
+4% +$120K 0.01% 1752
2015
Q2 		$3.3M Buy
500,700
+39,100
+8% +$267K 0.01% 1719
2015
Q1 		$2.75M Buy
461,600
+16,700
+4% +$112K 0.01% 1739
2014
Q4 		$3.31M Buy
444,900
+29,300
+7% +$246K 0.01% 1521
2014
Q3 		$3.81M Sell
415,600
-4,000
-1% -$41.3K 0.01% 1304
2014
Q2 		$4.59M Buy
419,600
+44,400
+12% +$509K 0.01% 1258
2014
Q1 		$4.78M Buy
375,200
+64,200
+21% +$822K 0.01% 1280
2013
Q4 		$3.84M Buy
311,000
+57,500
+23% +$693K 0.01% 1354
2013
Q3 		$2.85M Buy
253,500
+135,800
+115% +$1.57M 0.01% 1486
2013
Q2 		$1.28M Buy
+117,700
New +$1.22M ﹤0.01% 1810

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T 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 $324B AUM 22.36% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jim Simons's EPM Position: Q1 2026 in Review

Jim Simons reduced its Evolution Petroleum (EPM) stake by 10% in Q1 2026, selling an estimated $455K and leaving 952,897 shares worth $4.36M. The position accounts for 0.01% of the portfolio, ranked #1453.

Jim Simons first reported a position in EPM in Q2 2013 and has held it in 52 quarters since. The position peaked at $19.7M in Q3 2018. 122 funds tracked by Wall St. Rank hold EPM as of Q1 2026.

  • Jim Simons held 952,897 shares of Evolution Petroleum worth $4.36M as of Q1 2026.
  • Jim Simons sold 109,400 Evolution Petroleum shares in Q1 2026, an estimated $455K.
  • Evolution Petroleum made up 0.01% of Jim Simons's portfolio in Q1 2026, its #1453 holding.
  • Jim Simons first reported a position in Evolution Petroleum in Q2 2013 and has held it in 52 quarters since.
  • Jim Simons's Evolution Petroleum position peaked at $19.7M in Q3 2018.
  • 122 funds tracked by Wall St. Rank held Evolution Petroleum as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.