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Occudo Quantitative Strategies’s Evolution Petroleum EPM Stock Holding History

Occudo Quantitative Strategies’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 		$119K Buy
+32,203
New +$141K 0.01% 719
2026
Q1 		– Sell
-18,405
Closed -$65.2K – 796
2025
Q4 		$65.2K Buy
+18,405
New +$77.7K ﹤0.01% 660
2024
Q3 		– Sell
-17,280
Closed -$91.1K – 793
2024
Q2 		$91.1K Buy
+17,280
New +$97K 0.02% 673
2023
Q1 		– Sell
-23,816
Closed -$180K – 979
2022
Q4 		$180K Sell
23,816
-14,684
-38% -$110K 0.02% 796
2022
Q3 		$268K Buy
38,500
+20,232
+111% +$133K 0.02% 883
2022
Q2 		$100K Sell
18,268
-18,299
-50% -$123K 0.01% 1019
2022
Q1 		$248K Buy
36,567
+14,504
+66% +$93.3K 0.02% 882
2021
Q4 		$111K Buy
22,063
+5,793
+36% +$32.1K 0.01% 948
2021
Q3 		$92K Buy
16,270
+1,257
+8% +$5.62K 0.01% 925
2021
Q2 		$74K Buy
+15,013
New +$59K 0.01% 824

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

Occudo Quantitative Strategies's EPM Position: Q2 2026 in Review

Occudo Quantitative Strategies opened a new position in Evolution Petroleum (EPM) in Q2 2026: 32,203 shares worth $119K. The stake represents 0.01% of the portfolio and ranks #719 among its holdings. This is a return to the name: Occudo Quantitative Strategies previously reported a position in EPM as recently as Q4 2025.

Occudo Quantitative Strategies first reported a position in EPM in Q2 2021 and has held it in 10 quarters since. The position peaked at $268K in Q3 2022. 118 funds tracked by Wall St. Rank hold EPM as of Q2 2026.

  • Occudo Quantitative Strategies held 32,203 shares of Evolution Petroleum worth $119K as of Q2 2026.
  • Evolution Petroleum was a new Occudo Quantitative Strategies position in Q2 2026.
  • Evolution Petroleum made up 0.01% of Occudo Quantitative Strategies's portfolio in Q2 2026, its #719 holding.
  • Occudo Quantitative Strategies first reported a position in Evolution Petroleum in Q2 2021 and has held it in 10 quarters since.
  • Occudo Quantitative Strategies's Evolution Petroleum position peaked at $268K in Q3 2022.
  • 118 funds tracked by Wall St. Rank held Evolution Petroleum as of Q2 2026.

Based on Occudo Quantitative Strategies's 13F filing for Q2 2026, filed 13 Aug 2026.