SG Americas Securities
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SG Americas Securities’s Evolution Petroleum EPM Stock Holding History

SG Americas Securities’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
2025
Q2 		– Sell
-10,209
Closed -$53K – 3129
2025
Q1 		$53K Sell
10,209
-3,014
-23% -$15.7K ﹤0.01% 3232
2024
Q4 		$69K Buy
13,223
+2,650
+25% +$14.5K ﹤0.01% 2842
2024
Q3 		$56K Buy
+10,573
New +$55.8K ﹤0.01% 3223
2020
Q3 		– Sell
-15,558
Closed -$44K – 2903
2020
Q2 		$44K Buy
15,558
+5,044
+48% +$13.5K ﹤0.01% 3551
2020
Q1 		$27K Buy
+10,514
New +$47.6K ﹤0.01% 3266
2019
Q2 		– Sell
-10,542
Closed -$71K – 3170
2019
Q1 		$71K Sell
10,542
-90
-0.8% -$655 ﹤0.01% 3126
2018
Q4 		$73K Buy
+10,632
New +$99.6K ﹤0.01% 2775
2016
Q4 		– Sell
-12,210
Closed -$77K – 3195
2016
Q3 		$77K Buy
+12,210
New +$69.8K ﹤0.01% 3124
2016
Q2 		– Sell
-12,782
Closed -$62K – 2708
2016
Q1 		$62K Buy
+12,782
New +$57.5K ﹤0.01% 2737
2015
Q4 		– Sell
-14,510
Closed -$81K – 2770
2015
Q3 		$81K Buy
+14,510
New +$80.4K ﹤0.01% 1913

Other funds holding EPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
WealthTrust Axiom Wayne, Pennsylvania $448M AUM 50.36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
River Road Asset Management
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.58B AUM 51% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SG Americas Securities's EPM Position: Q2 2025 in Review

SG Americas Securities sold out of Evolution Petroleum (EPM) in Q2 2025, closing a stake of 10,209 shares — an estimated $53K sold.

SG Americas Securities first reported a position in EPM in Q3 2015 and held it in 10 quarters. The position peaked at $81K in Q3 2015. 109 funds tracked by Wall St. Rank hold EPM as of Q2 2025.

  • SG Americas Securities reported no remaining Evolution Petroleum position as of Q2 2025 after selling out during the quarter.
  • SG Americas Securities sold 10,209 Evolution Petroleum shares in Q2 2025, an estimated $53K.
  • SG Americas Securities first reported a position in Evolution Petroleum in Q3 2015 and held it in 10 quarters.
  • SG Americas Securities's Evolution Petroleum position peaked at $81K in Q3 2015.
  • 109 funds tracked by Wall St. Rank held Evolution Petroleum as of Q2 2025.

Based on SG Americas Securities's 13F filing for Q2 2025, filed 8 Aug 2025.