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 Q3	$57.7K	Hold	16,299	–	–	﹤0.01%	3233
2026 Q2	$60K	Hold	16,299	–	–	﹤0.01%	3226
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 New York $6.79T AUM 37.06% 1-Year Est. Return

WealthTrust Axiom Wayne, Pennsylvania $429M AUM 35.79% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

SEI Investments's EPM Position: Q3 2026 in Review

SEI Investments held its Evolution Petroleum (EPM) position steady in Q3 2026 at 16,299 shares worth $57.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3233.

SEI Investments first reported a position in EPM in Q2 2017 and has held it in 11 quarters since. The position peaked at $78.6K in Q3 2025. 89 funds tracked by Wall St. Rank hold EPM as of Q3 2026.

SEI Investments held 16,299 shares of Evolution Petroleum worth $57.7K as of Q3 2026.
SEI Investments left its Evolution Petroleum share count unchanged in Q3 2026.
Evolution Petroleum made up ﹤0.01% of SEI Investments's portfolio in Q3 2026, its #3233 holding.
SEI Investments first reported a position in Evolution Petroleum in Q2 2017 and has held it in 11 quarters since.
SEI Investments's Evolution Petroleum position peaked at $78.6K in Q3 2025.
89 funds tracked by Wall St. Rank held Evolution Petroleum as of Q3 2026.

Based on SEI Investments's 13F filing for Q3 2026, filed 10 Nov 2026.