Russell Investments Group
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Russell Investments Group’s Evolution Petroleum EPM Stock Holding History

Russell Investments Group’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 		$66.1K Sell
14,430
-33,395
-70% -$139K ﹤0.01% 3217
2025
Q4 		$169K Sell
47,825
-621,331
-93% -$2.62M ﹤0.01% 2893
2025
Q3 		$3.23M Buy
669,156
+39,171
+6% +$195K ﹤0.01% 1590
2025
Q2 		$2.96M Sell
629,985
-40,170
-6% -$182K ﹤0.01% 1513
2025
Q1 		$3.47M Buy
670,155
+123,277
+23% +$643K ﹤0.01% 1380
2024
Q4 		$2.86M Sell
546,878
-91,392
-14% -$500K ﹤0.01% 1476
2024
Q3 		$3.39M Buy
638,270
+130,401
+26% +$688K ﹤0.01% 1401
2024
Q2 		$2.68M Sell
507,869
-10,722
-2% -$60.2K ﹤0.01% 1490
2024
Q1 		$3.18M Sell
518,591
-1,937
-0.4% -$11.1K 0.01% 1383
2023
Q4 		$3.02M Buy
520,528
+148,178
+40% +$907K 0.01% 1391
2023
Q3 		$2.55M Sell
372,350
-265,208
-42% -$2.24M 0.01% 1409
2023
Q2 		$5.15M Sell
637,558
-195,797
-23% -$1.45M 0.01% 1075
2023
Q1 		$5.26M Sell
833,355
-7,647
-0.9% -$49K 0.01% 1088
2022
Q4 		$6.35M Sell
841,002
-46,259
-5% -$348K 0.01% 978
2022
Q3 		$6.17M Buy
887,261
+493,144
+125% +$3.25M 0.01% 952
2022
Q2 		$2.15M Buy
394,117
+124,631
+46% +$839K ﹤0.01% 1550
2022
Q1 		$1.83M Buy
269,486
+55,154
+26% +$355K ﹤0.01% 1674
2021
Q4 		$1.08M Buy
+214,332
New +$1.19M ﹤0.01% 2109
2020
Q1 		– Sell
-32,389
Closed -$177K – 3057
2019
Q4 		$177K Hold
32,389
– – ﹤0.01% 2744
2019
Q3 		$189K Buy
+32,389
New +$198K ﹤0.01% 2628
2019
Q1 		– Sell
-5,475
Closed -$37K – 2931
2018
Q4 		$37K Sell
5,475
-155,177
-97% -$1.45M ﹤0.01% 2820
2018
Q3 		$1.77M Buy
160,652
+47,007
+41% +$495K ﹤0.01% 1816
2018
Q2 		$1.12M Buy
113,645
+58,372
+106% +$537K ﹤0.01% 2064
2018
Q1 		$445K Sell
55,273
-30,928
-36% -$240K ﹤0.01% 2505
2017
Q4 		$608K Sell
86,201
-62,979
-42% -$443K ﹤0.01% 2365
2017
Q3 		$1.07M Hold
149,180
– – ﹤0.01% 2106
2017
Q2 		$1.21M Buy
149,180
+25,684
+21% +$200K ﹤0.01% 2008
2017
Q1 		$988K Sell
123,496
-55,089
-31% -$470K ﹤0.01% 2103
2016
Q4 		$1.75M Buy
+178,585
New +$1.5M ﹤0.01% 1876

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

Russell Investments Group's EPM Position: Q1 2026 in Review

Russell Investments Group reduced its Evolution Petroleum (EPM) stake by 70% in Q1 2026, selling an estimated $139K and leaving 14,430 shares worth $66.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3217.

Russell Investments Group first reported a position in EPM in Q4 2016 and has held it in 29 quarters since. The position peaked at $6.35M in Q4 2022. 121 funds tracked by Wall St. Rank hold EPM as of Q1 2026.

  • Russell Investments Group held 14,430 shares of Evolution Petroleum worth $66.1K as of Q1 2026.
  • Russell Investments Group sold 33,395 Evolution Petroleum shares in Q1 2026, an estimated $139K.
  • Evolution Petroleum made up ﹤0.01% of Russell Investments Group's portfolio in Q1 2026, its #3217 holding.
  • Russell Investments Group first reported a position in Evolution Petroleum in Q4 2016 and has held it in 29 quarters since.
  • Russell Investments Group's Evolution Petroleum position peaked at $6.35M in Q4 2022.
  • 121 funds tracked by Wall St. Rank held Evolution Petroleum as of Q1 2026.

Based on Russell Investments Group's 13F filing for Q1 2026, filed 8 May 2026.