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Steve Schonfeld’s Evolution Petroleum EPM Stock Holding History

Steve Schonfeld’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
Q2 		$336K Buy
91,173
+56,389
+162% +$247K ﹤0.01% 1989
2026
Q1 		$159K Sell
34,784
-39,025
-53% -$162K ﹤0.01% 1801
2025
Q4 		$261K Buy
+73,809
New +$311K ﹤0.01% 1621
2023
Q1 		– Sell
-15,501
Closed -$117K – 2231
2022
Q4 		$117K Sell
15,501
-14,099
-48% -$106K ﹤0.01% 2142
2022
Q3 		$205K Buy
29,600
+15,900
+116% +$105K ﹤0.01% 2316
2022
Q2 		$75K Sell
13,700
-16,500
-55% -$111K ﹤0.01% 2184
2022
Q1 		$205K Buy
+30,200
New +$194K ﹤0.01% 1942
2021
Q4 		– Sell
-11,200
Closed -$64K – 2245
2021
Q3 		$64K Sell
11,200
-400
-3% -$1.79K ﹤0.01% 1980
2021
Q2 		$58K Buy
+11,600
New +$45.6K ﹤0.01% 1866

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 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
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Steve Schonfeld's EPM Position: Q2 2026 in Review

Steve Schonfeld increased its Evolution Petroleum (EPM) stake by 162% in Q2 2026, buying an estimated $247K and bringing the position to 91,173 shares worth $336K. The position accounts for ﹤0.01% of the portfolio, ranked #1989.

Steve Schonfeld first reported a position in EPM in Q2 2021 and has held it in 9 quarters since. 117 funds tracked by Wall St. Rank hold EPM as of Q2 2026.

  • Steve Schonfeld held 91,173 shares of Evolution Petroleum worth $336K as of Q2 2026.
  • Steve Schonfeld bought 56,389 Evolution Petroleum shares in Q2 2026, an estimated $247K.
  • Evolution Petroleum made up ﹤0.01% of Steve Schonfeld's portfolio in Q2 2026, its #1989 holding.
  • Steve Schonfeld first reported a position in Evolution Petroleum in Q2 2021 and has held it in 9 quarters since.
  • 117 funds tracked by Wall St. Rank held Evolution Petroleum as of Q2 2026.

Based on Schonfeld Strategic Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.