North Star Investment Management’s Evolution Petroleum EPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.59M | Buy |
431,388
+210
| +0% | +$918 | 0.09% | 211 |
|
|
2026
Q1 | $1.97M | Sell |
431,178
-125,012
| -22% | -$520K | 0.12% | 173 |
|
|
2025
Q4 | $1.97M | Sell |
556,190
-124,797
| -18% | -$527K | 0.12% | 162 |
|
|
2025
Q3 | $3.28M | Sell |
680,987
-147,554
| -18% | -$736K | 0.21% | 107 |
|
|
2025
Q2 | $3.89M | Buy |
828,541
+145
| +0% | +$657 | 0.27% | 87 |
|
|
2025
Q1 | $4.29M | Sell |
828,396
-4,868
| -0.6% | -$25.4K | 0.31% | 71 |
|
|
2024
Q4 | $4.36M | Buy |
833,264
+10,129
| +1% | +$55.5K | 0.3% | 80 |
|
|
2024
Q3 | $4.37M | Sell |
823,135
-4,877
| -0.6% | -$25.7K | 0.3% | 85 |
|
|
2024
Q2 | $4.36M | Buy |
828,012
+58,643
| +8% | +$329K | 0.32% | 74 |
|
|
2024
Q1 | $4.72M | Buy |
769,369
+63,105
| +9% | +$362K | 0.34% | 77 |
|
|
2023
Q4 | $4.1M | Buy |
706,264
+94,133
| +15% | +$576K | 0.32% | 85 |
|
|
2023
Q3 | $4.19M | Buy |
612,131
+33,691
| +6% | +$285K | 0.35% | 75 |
|
|
2023
Q2 | $4.67M | Sell |
578,440
-3,560
| -0.6% | -$26.3K | 0.38% | 63 |
|
|
2023
Q1 | $3.67M | Hold |
582,000
| – | – | 0.3% | 84 |
|
|
2022
Q4 | $4.39M | Hold |
582,000
| – | – | 0.39% | 60 |
|
|
2022
Q3 | $4.05M | Hold |
582,000
| – | – | 0.4% | 58 |
|
|
2022
Q2 | $3.18M | Sell |
582,000
-122,650
| -17% | -$825K | 0.29% | 87 |
|
|
2022
Q1 | $4.79M | Sell |
704,650
-281,000
| -29% | -$1.81M | 0.37% | 69 |
|
|
2021
Q4 | $4.98M | Hold |
985,650
| – | – | 0.35% | 68 |
|
|
2021
Q3 | $5.6M | Buy |
985,650
+3,875
| +0.4% | +$17.3K | 0.45% | 54 |
|
|
2021
Q2 | $4.87M | Buy |
981,775
+5,000
| +0.5% | +$19.7K | 0.39% | 64 |
|
|
2021
Q1 | $3.3M | Buy |
976,775
+82,000
| +9% | +$283K | 0.31% | 87 |
|
|
2020
Q4 | $2.55M | Buy |
894,775
+134,075
| +18% | +$340K | 0.27% | 96 |
|
|
2020
Q3 | $1.7M | Buy |
760,700
+10,175
| +1% | +$27.1K | 0.2% | 117 |
|
|
2020
Q2 | $2.1M | Buy |
750,525
+653,275
| +672% | +$1.75M | 0.27% | 93 |
|
|
2020
Q1 | $254K | Buy |
+97,250
| New | +$440K | 0.04% | 300 |
|
|
2016
Q4 | – | Sell |
-82,350
| Closed | -$517K | – | 950 |
|
|
2016
Q3 | $517K | Hold |
82,350
| – | – | 0.09% | 209 |
|
|
2016
Q2 | $450K | Hold |
82,350
| – | – | 0.08% | 218 |
|
|
2016
Q1 | $400K | Hold |
82,350
| – | – | 0.08% | 227 |
|
|
2015
Q4 | $396K | Hold |
82,350
| – | – | 0.08% | 229 |
|
|
2015
Q3 | $457K | Hold |
82,350
| – | – | 0.09% | 222 |
|
|
2015
Q2 | $543K | Hold |
82,350
| – | – | 0.1% | 208 |
|
|
2015
Q1 | $490K | Buy |
+82,350
| New | +$553K | 0.09% | 217 |
|
Other funds holding EPM
WA
CAMG
North Star Investment Management's EPM Position: Q2 2026 in Review
North Star Investment Management increased its Evolution Petroleum (EPM) stake by 0.05% in Q2 2026, buying an estimated $918 and bringing the position to 431,388 shares worth $1.59M. The position accounts for 0.09% of the portfolio, ranked #211.
North Star Investment Management first reported a position in EPM in Q1 2015 and has held it in 33 quarters since. The position peaked at $5.6M in Q3 2021. 117 funds tracked by Wall St. Rank hold EPM as of Q2 2026.
- North Star Investment Management held 431,388 shares of Evolution Petroleum worth $1.59M as of Q2 2026.
- North Star Investment Management bought 210 Evolution Petroleum shares in Q2 2026, an estimated $918.
- Evolution Petroleum made up 0.09% of North Star Investment Management's portfolio in Q2 2026, its #211 holding.
- North Star Investment Management first reported a position in Evolution Petroleum in Q1 2015 and has held it in 33 quarters since.
- North Star Investment Management's Evolution Petroleum position peaked at $5.6M in Q3 2021.
- 117 funds tracked by Wall St. Rank held Evolution Petroleum as of Q2 2026.
Based on North Star Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.