PCM
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Perritt Capital Management’s Evolution Petroleum EPM Stock Holding History

Perritt Capital Management’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
2025
Q4 		$617K Sell
174,275
-2,041
-1% -$8.61K 1.03% 37
2025
Q3 		$850K Sell
176,316
-2,040
-1% -$10.2K 0.4% 49
2025
Q2 		$838K Sell
178,356
-16,112
-8% -$73K 0.43% 40
2025
Q1 		$1.01M Sell
194,468
-3,333
-2% -$17.4K 0.56% 28
2024
Q4 		$1.03M Sell
197,801
-1,253
-0.6% -$6.86K 0.54% 32
2024
Q3 		$1.06M Buy
199,054
+167
+0.1% +$881 0.54% 30
2024
Q2 		$1.05M Buy
198,887
+23,120
+13% +$130K 0.57% 29
2024
Q1 		$1.08M Sell
175,767
-763
-0.4% -$4.38K 0.58% 32
2023
Q4 		$1.03M Sell
176,530
-8,001
-4% -$49K 0.57% 33
2023
Q3 		$1.26M Sell
184,531
-30,584
-14% -$259K 0.73% 25
2023
Q2 		$1.74M Hold
215,115
– – 0.95% 20
2023
Q1 		$1.36M Hold
215,115
– – 0.76% 28
2022
Q4 		$1.62M Sell
215,115
-267
-0.1% -$2.01K 0.93% 19
2022
Q3 		$1.5M Sell
215,382
-300
-0.1% -$1.98K 0.96% 20
2022
Q2 		$1.18M Buy
215,682
+5,508
+3% +$37.1K 0.71% 21
2022
Q1 		$1.43M Sell
210,174
-493
-0.2% -$3.17K 0.77% 21
2021
Q4 		$1.06M Buy
210,667
+9,867
+5% +$54.7K 0.55% 40
2021
Q3 		$1.14M Sell
200,800
-26,266
-12% -$117K 0.63% 30
2021
Q2 		$1.13M Buy
227,066
+65,766
+41% +$258K 0.59% 35
2021
Q1 		$545K Buy
161,300
+64,800
+67% +$223K 0.3% 93
2020
Q4 		$275K Sell
96,500
-3,000
-3% -$7.6K 0.17% 143
2020
Q3 		$223K Sell
99,500
-150
-0.2% -$399 0.16% 139
2020
Q2 		$279K Hold
99,650
– – 0.21% 125
2020
Q1 		$260K Buy
99,650
+3,775
+4% +$17.1K 0.21% 126
2019
Q4 		$524K Buy
95,875
+16,126
+20% +$88.7K 0.25% 113
2019
Q3 		$466K Buy
79,749
+4,089
+5% +$25K 0.2% 135
2019
Q2 		$541K Buy
+75,660
New +$511K 0.21% 133

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Perritt Capital Management's EPM Position: Q4 2025 in Review

Perritt Capital Management reduced its Evolution Petroleum (EPM) stake by 1.2% in Q4 2025, selling an estimated $8.61K and leaving 174,275 shares worth $617K. The position accounts for 1.03% of the portfolio, ranked #37.

Perritt Capital Management first reported a position in EPM in Q2 2019 and has held it in 27 quarters since. The position peaked at $1.74M in Q2 2023. 119 funds tracked by Wall St. Rank hold EPM as of Q4 2025.

  • Perritt Capital Management held 174,275 shares of Evolution Petroleum worth $617K as of Q4 2025.
  • Perritt Capital Management sold 2,041 Evolution Petroleum shares in Q4 2025, an estimated $8.61K.
  • Evolution Petroleum made up 1.03% of Perritt Capital Management's portfolio in Q4 2025, its #37 holding.
  • Perritt Capital Management first reported a position in Evolution Petroleum in Q2 2019 and has held it in 27 quarters since.
  • Perritt Capital Management's Evolution Petroleum position peaked at $1.74M in Q2 2023.
  • 119 funds tracked by Wall St. Rank held Evolution Petroleum as of Q4 2025.

Based on Perritt Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.