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John Overdeck’s Evolution Petroleum EPM Stock Holding History

John Overdeck’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 		– Sell
-18,033
Closed -$82.6K – 5153
2026
Q1 		$82.6K Sell
18,033
-10,602
-37% -$44.1K ﹤0.01% 4410
2025
Q4 		$101K Buy
+28,635
New +$121K ﹤0.01% 3856
2025
Q2 		– Sell
-37,726
Closed -$195K – 3264
2025
Q1 		$195K Buy
37,726
+9,515
+34% +$49.6K ﹤0.01% 2859
2024
Q4 		$148K Buy
+28,211
New +$154K ﹤0.01% 2918
2024
Q1 		– Sell
-14,900
Closed -$86.6K – 3104
2023
Q4 		$86.6K Sell
14,900
-16,482
-53% -$101K ﹤0.01% 2955
2023
Q3 		$215K Sell
31,382
-157,941
-83% -$1.34M ﹤0.01% 2617
2023
Q2 		$1.53M Sell
189,323
-32,413
-15% -$240K ﹤0.01% 1680
2023
Q1 		$1.4M Buy
221,736
+37,463
+20% +$240K ﹤0.01% 1663
2022
Q4 		$1.39M Sell
184,273
-28,333
-13% -$213K ﹤0.01% 1529
2022
Q3 		$1.48M Buy
212,606
+96,608
+83% +$637K 0.01% 1289
2022
Q2 		$633K Sell
115,998
-132,022
-53% -$888K ﹤0.01% 1729
2022
Q1 		$1.68M Buy
248,020
+117,013
+89% +$752K 0.01% 1437
2021
Q4 		$662K Buy
131,007
+68,802
+111% +$381K ﹤0.01% 2964
2021
Q3 		$353K Buy
+62,205
New +$278K ﹤0.01% 3535
2020
Q1 		– Sell
-86,878
Closed -$475K – 3298
2019
Q4 		$475K Sell
86,878
-38,377
-31% -$211K ﹤0.01% 2840
2019
Q3 		$731K Buy
125,255
+54,636
+77% +$334K ﹤0.01% 2245
2019
Q2 		$505K Sell
70,619
-92,089
-57% -$622K ﹤0.01% 2495
2019
Q1 		$1.1M Buy
162,708
+15,062
+10% +$110K ﹤0.01% 1766
2018
Q4 		$1.01M Buy
147,646
+21,775
+17% +$204K ﹤0.01% 1647
2018
Q3 		$1.39M Buy
125,871
+35,102
+39% +$370K ﹤0.01% 1743
2018
Q2 		$894K Buy
90,769
+20,247
+29% +$186K ﹤0.01% 2233
2018
Q1 		$568K Buy
70,522
+13,784
+24% +$107K ﹤0.01% 2402
2017
Q4 		$389K Buy
56,738
+6,963
+14% +$48.9K ﹤0.01% 2590
2017
Q3 		$358K Buy
49,775
+1,638
+3% +$12.4K ﹤0.01% 2332
2017
Q2 		$390K Sell
48,137
-22,058
-31% -$172K ﹤0.01% 2494
2017
Q1 		$562K Sell
70,195
-39,214
-36% -$334K ﹤0.01% 2275
2016
Q4 		$1.09M Buy
+109,409
New +$917K ﹤0.01% 1947
2016
Q1 		– Sell
-22,312
Closed -$107K – 2892
2015
Q4 		$107K Buy
22,312
+11,212
+101% +$68K ﹤0.01% 2564
2015
Q3 		$62K Sell
11,100
-55,061
-83% -$305K ﹤0.01% 2094
2015
Q2 		$436K Buy
66,161
+10,327
+18% +$70.5K ﹤0.01% 2202
2015
Q1 		$332K Buy
55,834
+1,885
+3% +$12.7K ﹤0.01% 2210
2014
Q4 		$401K Sell
53,949
-8,326
-13% -$69.8K ﹤0.01% 1821
2014
Q3 		$572K Buy
62,275
+7,874
+14% +$81.4K ﹤0.01% 1257
2014
Q2 		$596K Sell
54,401
-287
-0.5% -$3.29K ﹤0.01% 1530
2014
Q1 		$696K Sell
54,688
-24,332
-31% -$311K ﹤0.01% 1360
2013
Q4 		$975K Buy
79,020
+60,734
+332% +$731K 0.01% 1341
2013
Q3 		$206K Sell
18,286
-33,481
-65% -$387K ﹤0.01% 1629
2013
Q2 		$565K Buy
+51,767
New +$537K ﹤0.01% 1351

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
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

John Overdeck's EPM Position: Q2 2026 in Review

John Overdeck sold out of Evolution Petroleum (EPM) in Q2 2026, closing a stake of 18,033 shares — an estimated $82.6K sold.

John Overdeck first reported a position in EPM in Q2 2013 and held it in 38 quarters. The position peaked at $1.68M in Q1 2022. 117 funds tracked by Wall St. Rank hold EPM as of Q2 2026.

  • John Overdeck reported no remaining Evolution Petroleum position as of Q2 2026 after selling out during the quarter.
  • John Overdeck sold 18,033 Evolution Petroleum shares in Q2 2026, an estimated $82.6K.
  • John Overdeck first reported a position in Evolution Petroleum in Q2 2013 and held it in 38 quarters.
  • John Overdeck's Evolution Petroleum position peaked at $1.68M in Q1 2022.
  • 117 funds tracked by Wall St. Rank held Evolution Petroleum as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.