SEI Investments
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SEI Investments’s Evolution Petroleum EPM Stock Holding History

SEI Investments’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 		$74.6K Hold
16,299
– – ﹤0.01% 3138
2025
Q4 		$57.7K Hold
16,299
– – ﹤0.01% 3065
2025
Q3 		$78.6K Hold
16,299
– – ﹤0.01% 2744
2025
Q2 		$76.6K Buy
+16,299
New +$73.9K ﹤0.01% 2715
2018
Q3 		– Sell
-79
Closed -$1K – 2728
2018
Q2 		$1K Buy
79
+16
+25% +$147 ﹤0.01% 3441
2018
Q1 		$1K Hold
63
– – ﹤0.01% 3313
2017
Q4 		$0 Hold
63
– – ﹤0.01% 3374
2017
Q3 		$0 Hold
63
– – ﹤0.01% 3240
2017
Q2 		$1K Buy
+63
New +$492 ﹤0.01% 2926

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

SEI Investments's EPM Position: Q1 2026 in Review

SEI Investments held its Evolution Petroleum (EPM) position steady in Q1 2026 at 16,299 shares worth $74.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3138.

SEI Investments first reported a position in EPM in Q2 2017 and has held it in 9 quarters since. The position peaked at $78.6K in Q3 2025. 121 funds tracked by Wall St. Rank hold EPM as of Q1 2026.

  • SEI Investments held 16,299 shares of Evolution Petroleum worth $74.6K as of Q1 2026.
  • SEI Investments left its Evolution Petroleum share count unchanged in Q1 2026.
  • Evolution Petroleum made up ﹤0.01% of SEI Investments's portfolio in Q1 2026, its #3138 holding.
  • SEI Investments first reported a position in Evolution Petroleum in Q2 2017 and has held it in 9 quarters since.
  • SEI Investments's Evolution Petroleum position peaked at $78.6K in Q3 2025.
  • 121 funds tracked by Wall St. Rank held Evolution Petroleum as of Q1 2026.

Based on SEI Investments's 13F filing for Q1 2026, filed 13 May 2026.