Royal Bank of Canada
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Royal Bank of Canada’s Evolution Petroleum EPM Stock Holding History

Royal Bank of Canada’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 		$5K Sell
1,088
-508
-32% -$2.11K ﹤0.01% 6411
2025
Q4 		$6K Sell
1,596
-120,105
-99% -$507K ﹤0.01% 6631
2025
Q3 		$587K Buy
121,701
+72,810
+149% +$363K ﹤0.01% 4362
2025
Q2 		$230K Buy
48,891
+46,844
+2,288% +$212K ﹤0.01% 5056
2025
Q1 		$10K Sell
2,047
-2,042
-50% -$10.7K ﹤0.01% 6148
2024
Q4 		$21K Sell
4,089
-303
-7% -$1.66K ﹤0.01% 6083
2024
Q3 		$23K Buy
4,392
+309
+8% +$1.63K ﹤0.01% 6044
2024
Q2 		$21K Buy
4,083
+2,388
+141% +$13.4K ﹤0.01% 6048
2024
Q1 		$10K Sell
1,695
-8,560
-83% -$49.2K ﹤0.01% 6198
2023
Q4 		$59K Buy
10,255
+6,369
+164% +$39K ﹤0.01% 5915
2023
Q3 		$27K Buy
3,886
+1,927
+98% +$16.3K ﹤0.01% 6076
2023
Q2 		$16K Buy
+1,959
New +$14.5K ﹤0.01% 6304
2023
Q1 		– Sell
-107
Closed -$1K – 7165
2022
Q4 		$1K Sell
107
-11,801
-99% -$88.7K ﹤0.01% 7022
2022
Q3 		$83K Buy
11,908
+108
+0.9% +$712 ﹤0.01% 5436
2022
Q2 		$64K Hold
11,800
– – ﹤0.01% 5599
2022
Q1 		$80K Hold
11,800
– – ﹤0.01% 5799
2021
Q4 		$60K Sell
11,800
-11,200
-49% -$62.1K ﹤0.01% 6260
2021
Q3 		$131K Sell
23,000
-2,027
-8% -$9.05K ﹤0.01% 5517
2021
Q2 		$124K Sell
25,027
-648
-3% -$2.55K ﹤0.01% 5465
2021
Q1 		$87K Buy
25,675
+484
+2% +$1.67K ﹤0.01% 5552
2020
Q4 		$72K Buy
25,191
+2,191
+10% +$5.55K ﹤0.01% 5493
2020
Q3 		$52K Hold
23,000
– – ﹤0.01% 5321
2020
Q2 		$64K Sell
23,000
-90
-0.4% -$242 ﹤0.01% 5113
2020
Q1 		$60K Sell
23,090
-1,580
-6% -$7.16K ﹤0.01% 5056
2019
Q4 		$135K Buy
+24,670
New +$136K ﹤0.01% 4895
2019
Q2 		– Sell
-230
Closed -$2K – 6942
2019
Q1 		$2K Buy
+230
New +$1.68K ﹤0.01% 6505
2018
Q4 		– Sell
-960
Closed -$10K – 6844
2018
Q3 		$10K Buy
960
+752
+362% +$7.92K ﹤0.01% 5983
2018
Q2 		$2K Buy
+208
New +$1.92K ﹤0.01% 6242
2018
Q1 		– Sell
-21
Closed – – 6455
2017
Q4 		$0 Sell
21
-2,274
-99% -$16K ﹤0.01% 6622
2017
Q3 		$17K Buy
2,295
+2,293
+114,650% +$17.4K ﹤0.01% 6022
2017
Q2 		$0 Sell
2
-776
-100% -$6.05K ﹤0.01% 6607
2017
Q1 		$6K Sell
778
-1,228
-61% -$10.5K ﹤0.01% 6145
2016
Q4 		$20K Buy
+2,006
New +$16.8K ﹤0.01% 5757
2016
Q3 		– Sell
-875
Closed -$5K – 6433
2016
Q2 		$5K Hold
875
– – ﹤0.01% 5945
2016
Q1 		$4K Sell
875
-39
-4% -$175 ﹤0.01% 5967
2015
Q4 		$4K Sell
914
-1,125
-55% -$6.82K ﹤0.01% 6212
2015
Q3 		$11K Sell
2,039
-183
-8% -$1.01K ﹤0.01% 5845
2015
Q2 		$15K Buy
2,222
+1,067
+92% +$7.29K ﹤0.01% 5855
2015
Q1 		$7K Buy
1,155
+280
+32% +$1.88K ﹤0.01% 5658
2014
Q4 		$7K Hold
875
– – ﹤0.01% 5705
2014
Q3 		$8K Hold
875
– – ﹤0.01% 5539
2014
Q2 		$10K Sell
875
-16,469
-95% -$189K ﹤0.01% 5398
2014
Q1 		$221K Sell
17,344
-4,856
-22% -$62.2K ﹤0.01% 4040
2013
Q4 		$274K Sell
22,200
-34
-0.2% -$409 ﹤0.01% 3905
2013
Q3 		$250K Sell
22,234
-1,765
-7% -$20.4K ﹤0.01% 3921
2013
Q2 		$262K Buy
+23,999
New +$249K ﹤0.01% 3673

Other funds holding EPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
WealthTrust Axiom Wayne, Pennsylvania $406M AUM 40.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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 $2.9T AUM 29.55% 1-Year Est. Return

Royal Bank of Canada's EPM Position: Q1 2026 in Review

Royal Bank of Canada reduced its Evolution Petroleum (EPM) stake by 32% in Q1 2026, selling an estimated $2.11K and leaving 1,088 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #6411.

Royal Bank of Canada first reported a position in EPM in Q2 2013 and has held it in 46 quarters since. The position peaked at $587K in Q3 2025. 122 funds tracked by Wall St. Rank hold EPM as of Q1 2026.

  • Royal Bank of Canada held 1,088 shares of Evolution Petroleum worth $5K as of Q1 2026.
  • Royal Bank of Canada sold 508 Evolution Petroleum shares in Q1 2026, an estimated $2.11K.
  • Evolution Petroleum made up ﹤0.01% of Royal Bank of Canada's portfolio in Q1 2026, its #6411 holding.
  • Royal Bank of Canada first reported a position in Evolution Petroleum in Q2 2013 and has held it in 46 quarters since.
  • Royal Bank of Canada's Evolution Petroleum position peaked at $587K in Q3 2025.
  • 122 funds tracked by Wall St. Rank held Evolution Petroleum as of Q1 2026.

Based on Royal Bank of Canada's 13F filing for Q1 2026, filed 15 May 2026.