River Road Asset Management’s Evolution Petroleum EPM Stock Holding History

River Road Asset 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
2026 Q1	–	Sell	-537,375	Closed	-$1.9M	–	188
2025 Q4	$1.9M	Sell	537,375 -757,018	-58%	-$3.19M	0.02%	168
2025 Q3	$6.24M	Sell	1,294,393 -8,470	-0.7%	-$42.2K	0.07%	160
2025 Q2	$6.29M	Sell	1,302,863 -16,879	-1%	-$76.5K	0.08%	157
2025 Q1	$6.84M	Sell	1,319,742 -3,469	-0.3%	-$18.1K	0.09%	141
2024 Q4	$6.92M	Hold	1,323,211	–	–	0.09%	142
2024 Q3	$7.03M	Hold	1,323,211	–	–	0.09%	148
2024 Q2	$6.97M	Buy	1,323,211 +65,107	+5%	+$365K	0.1%	141
2024 Q1	$7.72M	Sell	1,258,104 -19,884	-2%	-$114K	0.1%	138
2023 Q4	$7.43M	Hold	1,277,988	–	–	0.1%	133
2023 Q3	$8.74M	Buy	1,277,988 +75,166	+6%	+$636K	0.12%	127
2023 Q2	$9.71M	Hold	1,202,822	–	–	0.13%	126
2023 Q1	$7.59M	Buy	1,202,822 +19,462	+2%	+$125K	0.1%	137
2022 Q4	$8.93M	Sell	1,183,360 -42,710	-3%	-$321K	0.12%	129
2022 Q3	$8.53M	Buy	1,226,070 +14,102	+1%	+$92.9K	0.13%	132
2022 Q2	$6.62M	Sell	1,211,968 -27,990	-2%	-$188K	0.09%	140
2022 Q1	$8.42M	Sell	1,239,958 -7,036	-0.6%	-$45.2K	0.09%	129
2021 Q4	$6.3M	Buy	1,246,994 +7,692	+0.6%	+$42.6K	0.07%	139
2021 Q3	$7.04M	Sell	1,239,302 -100,656	-8%	-$450K	0.08%	134
2021 Q2	$6.65M	Sell	1,339,958 -74,500	-5%	-$293K	0.07%	140
2021 Q1	$4.78M	Buy	1,414,458 +45,000	+3%	+$155K	0.06%	140
2020 Q4	$3.9M	Buy	1,369,458 +93,680	+7%	+$237K	0.06%	117
2020 Q3	$2.86M	Sell	1,275,778 -2,031	-0.2%	-$5.41K	0.05%	129
2020 Q2	$3.58M	Sell	1,277,809 -80,080	-6%	-$215K	0.06%	123
2020 Q1	$3.54M	Buy	1,357,889 +124,130	+10%	+$562K	0.08%	133
2019 Q4	$6.75M	Buy	1,233,759 +103,129	+9%	+$567K	0.11%	131
2019 Q3	$6.6M	Buy	1,130,630 +351,921	+45%	+$2.15M	0.13%	129
2019 Q2	$5.57M	Buy	778,709 +161,067	+26%	+$1.09M	0.11%	129
2019 Q1	$4.17M	Buy	617,642 +22,890	+4%	+$167K	0.09%	132
2018 Q4	$4.06M	Buy	594,752 +100,397	+20%	+$941K	0.1%	133
2018 Q3	$5.46M	Buy	494,355 +110	+0%	+$1.16K	0.11%	132
2018 Q2	$4.87M	Buy	494,245 +5,357	+1%	+$49.3K	0.1%	135
2018 Q1	$3.94M	Buy	488,888 +1,320	+0.3%	+$10.2K	0.08%	139
2017 Q4	$3.34M	Buy	487,568 +6,950	+1%	+$48.8K	0.06%	136
2017 Q3	$3.46M	Hold	480,618	–	–	0.07%	137
2017 Q2	$3.89M	Sell	480,618 -109,369	-19%	-$853K	0.08%	138
2017 Q1	$4.72M	Buy	589,987 +2,740	+0.5%	+$23.4K	0.09%	133
2016 Q4	$5.87M	Sell	587,247 -1,649,064	-74%	-$13.8M	0.11%	129
2016 Q3	$14M	Sell	2,236,311 -110,014	-5%	-$629K	0.29%	100
2016 Q2	$12.8M	Sell	2,346,325 -228,201	-9%	-$1.23M	0.27%	97
2016 Q1	$12.5M	Buy	2,574,526 +70,746	+3%	+$318K	0.22%	107
2015 Q4	$12M	Sell	2,503,780 -58,999	-2%	-$358K	0.21%	103
2015 Q3	$14.2M	Sell	2,562,779 -109,274	-4%	-$605K	0.22%	99
2015 Q2	$17.6M	Sell	2,672,053 -93,884	-3%	-$641K	0.26%	88
2015 Q1	$16.5M	Buy	2,765,937 +61,820	+2%	+$415K	0.23%	98
2014 Q4	$20.1M	Buy	2,704,117 +76,491	+3%	+$642K	0.29%	90
2014 Q3	$24.1M	Buy	2,627,626 +800,794	+44%	+$8.27M	0.34%	83
2014 Q2	$20M	Sell	1,826,832 -143,681	-7%	-$1.65M	0.26%	103
2014 Q1	$25.1M	Sell	1,970,513 -34,100	-2%	-$436K	0.27%	96
2013 Q4	$24.7M	Buy	2,004,613 +134,380	+7%	+$1.62M	0.27%	104
2013 Q3	$21.1M	Sell	1,870,233 -175,505	-9%	-$2.03M	0.26%	101
2013 Q2	$22.3M	Buy	+2,045,738	New	+$21.2M	0.28%	101