SPA
EPM icon

Sherbrooke Park Advisers’s Evolution Petroleum EPM Stock Holding History

Sherbrooke Park Advisers’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
Q4 		$35.7K Buy
+10,093
New +$42.6K 0.09% 179
2025
Q2 		– Sell
-10,514
Closed -$54.5K – 589
2025
Q1 		$54.5K Buy
+10,514
New +$54.8K 0.03% 546
2024
Q4 		– Sell
-19,514
Closed -$104K – 883
2024
Q3 		$104K Buy
+19,514
New +$103K 0.02% 834

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
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sherbrooke Park Advisers's EPM Position: Q4 2025 in Review

Sherbrooke Park Advisers opened a new position in Evolution Petroleum (EPM) in Q4 2025: 10,093 shares worth $35.7K. The stake represents 0.09% of the portfolio and ranks #179 among its holdings. This is a return to the name: Sherbrooke Park Advisers previously reported a position in EPM as recently as Q1 2025.

Sherbrooke Park Advisers first reported a position in EPM in Q3 2024 and has held it in 3 quarters since. The position peaked at $104K in Q3 2024. 119 funds tracked by Wall St. Rank hold EPM as of Q4 2025.

  • Sherbrooke Park Advisers held 10,093 shares of Evolution Petroleum worth $35.7K as of Q4 2025.
  • Evolution Petroleum was a new Sherbrooke Park Advisers position in Q4 2025.
  • Evolution Petroleum made up 0.09% of Sherbrooke Park Advisers's portfolio in Q4 2025, its #179 holding.
  • Sherbrooke Park Advisers first reported a position in Evolution Petroleum in Q3 2024 and has held it in 3 quarters since.
  • Sherbrooke Park Advisers's Evolution Petroleum position peaked at $104K in Q3 2024.
  • 119 funds tracked by Wall St. Rank held Evolution Petroleum as of Q4 2025.

Based on Sherbrooke Park Advisers's 13F filing for Q4 2025, filed 17 Feb 2026.