New York State Common Retirement Fund
EPM icon

New York State Common Retirement Fund’s Evolution Petroleum EPM Stock Holding History

New York State Common Retirement Fund’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 		$35.2K Hold
9,562
– – ﹤0.01% 3064
2026
Q1 		$43.8K Sell
9,562
-14,300
-60% -$59.5K ﹤0.01% 2854
2025
Q4 		$84.5K Hold
23,862
– – ﹤0.01% 2686
2025
Q3 		$115K Hold
23,862
– – ﹤0.01% 2557
2025
Q2 		$112K Hold
23,862
– – ﹤0.01% 2511
2025
Q1 		$124K Sell
23,862
-7,600
-24% -$39.6K ﹤0.01% 2420
2024
Q4 		$165K Hold
31,462
– – ﹤0.01% 2386
2024
Q3 		$167K Sell
31,462
-17,500
-36% -$92.3K ﹤0.01% 2381
2024
Q2 		$258K Sell
48,962
-18,704
-28% -$105K ﹤0.01% 2316
2024
Q1 		$415K Hold
67,666
– – ﹤0.01% 2146
2023
Q4 		$393K Buy
67,666
+10,000
+17% +$61.2K ﹤0.01% 2190
2023
Q3 		$394K Buy
57,666
+9,266
+19% +$78.4K ﹤0.01% 2150
2023
Q2 		$391K Buy
+48,400
New +$358K ﹤0.01% 2204
2021
Q3 		– Sell
-246
Closed -$1K – 3392
2021
Q2 		$1K Sell
246
-22,254
-99% -$87.5K ﹤0.01% 3395
2021
Q1 		$76K Hold
22,500
– – ﹤0.01% 3134
2020
Q4 		$64K Hold
22,500
– – ﹤0.01% 3145
2020
Q3 		$50K Hold
22,500
– – ﹤0.01% 3138
2020
Q2 		$63K Hold
22,500
– – ﹤0.01% 3124
2020
Q1 		$59K Hold
22,500
– – ﹤0.01% 2939
2019
Q4 		$123K Hold
22,500
– – ﹤0.01% 2942
2019
Q3 		$131K Hold
22,500
– – ﹤0.01% 2952
2019
Q2 		$161K Sell
22,500
-36,732
-62% -$248K ﹤0.01% 2927
2019
Q1 		$400K Hold
59,232
– – ﹤0.01% 2406
2018
Q4 		$404K Buy
59,232
+36,732
+163% +$344K ﹤0.01% 2378
2018
Q3 		$249K Hold
22,500
– – ﹤0.01% 2732
2018
Q2 		$222K Hold
22,500
– – ﹤0.01% 2824
2018
Q1 		$181K Hold
22,500
– – ﹤0.01% 2772
2017
Q4 		$154K Hold
22,500
– – ﹤0.01% 2868
2017
Q3 		$162K Hold
22,500
– – ﹤0.01% 2873
2017
Q2 		$182K Sell
22,500
-1
-0% -$8 ﹤0.01% 2891
2017
Q1 		$180K Buy
22,501
+1
+0% +$9 ﹤0.01% 2802
2016
Q4 		$225K Hold
22,500
– – ﹤0.01% 2733
2016
Q3 		$141K Hold
22,500
– – ﹤0.01% 2890
2016
Q2 		$123K Hold
22,500
– – ﹤0.01% 2921
2016
Q1 		$109K Sell
22,500
-10,046
-31% -$45.2K ﹤0.01% 2902
2015
Q4 		$157K Hold
32,546
– – ﹤0.01% 2881
2015
Q3 		$181K Buy
32,546
+8,752
+37% +$48.5K ﹤0.01% 2833
2015
Q2 		$157K Buy
+23,794
New +$163K ﹤0.01% 2999

Other funds holding EPM

CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
EI
Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return
AHL
Abel Hall LLC Baton Rouge, Louisiana $579M AUM 54.21% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
CCIA
Campbell & Co Investment Adviser Baltimore, Maryland $1.91B AUM 17.57% 1-Year Est. Return

New York State Common Retirement Fund's EPM Position: Q2 2026 in Review

New York State Common Retirement Fund held its Evolution Petroleum (EPM) position steady in Q2 2026 at 9,562 shares worth $35.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3064.

New York State Common Retirement Fund first reported a position in EPM in Q2 2015 and has held it in 38 quarters since. The position peaked at $415K in Q1 2024. 30 funds tracked by Wall St. Rank hold EPM as of Q2 2026.

  • New York State Common Retirement Fund held 9,562 shares of Evolution Petroleum worth $35.2K as of Q2 2026.
  • New York State Common Retirement Fund left its Evolution Petroleum share count unchanged in Q2 2026.
  • Evolution Petroleum made up ﹤0.01% of New York State Common Retirement Fund's portfolio in Q2 2026, its #3064 holding.
  • New York State Common Retirement Fund first reported a position in Evolution Petroleum in Q2 2015 and has held it in 38 quarters since.
  • New York State Common Retirement Fund's Evolution Petroleum position peaked at $415K in Q1 2024.
  • 30 funds tracked by Wall St. Rank held Evolution Petroleum as of Q2 2026.

Based on New York State Common Retirement Fund's 13F filing for Q2 2026, filed 29 Jul 2026.