Mercer Global Advisors
EPM icon

Mercer Global Advisors’s Evolution Petroleum EPM Stock Holding History

Mercer Global 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 		$159K Buy
43,250
+29,026
+204% +$127K ﹤0.01% 3321
2026
Q1 		$65.1K Sell
14,224
-7,998
-36% -$33.3K ﹤0.01% 3096
2025
Q4 		$78.7K Buy
22,222
+3,983
+22% +$16.8K ﹤0.01% 2746
2025
Q3 		$87.9K Buy
+18,239
New +$90.9K ﹤0.01% 2537

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

Mercer Global Advisors's EPM Position: Q2 2026 in Review

Mercer Global Advisors increased its Evolution Petroleum (EPM) stake by 204% in Q2 2026, buying an estimated $127K and bringing the position to 43,250 shares worth $159K. The position accounts for ﹤0.01% of the portfolio, ranked #3321.

Mercer Global Advisors first reported a position in EPM in Q3 2025 and has held it in 4 quarters since. 117 funds tracked by Wall St. Rank hold EPM as of Q2 2026.

  • Mercer Global Advisors held 43,250 shares of Evolution Petroleum worth $159K as of Q2 2026.
  • Mercer Global Advisors bought 29,026 Evolution Petroleum shares in Q2 2026, an estimated $127K.
  • Evolution Petroleum made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #3321 holding.
  • Mercer Global Advisors first reported a position in Evolution Petroleum in Q3 2025 and has held it in 4 quarters since.
  • 117 funds tracked by Wall St. Rank held Evolution Petroleum as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.