TRCT
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Tower Research Capital (TRC)’s Evolution Petroleum EPM Stock Holding History

Tower Research Capital (TRC)’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 		$11.9K Sell
2,594
-445
-15% -$1.85K ﹤0.01% 3817
2025
Q4 		$10.8K Buy
3,039
+218
+8% +$920 ﹤0.01% 3707
2025
Q3 		$13.6K Sell
2,821
-5,440
-66% -$27.1K ﹤0.01% 3670
2025
Q2 		$38.8K Buy
8,261
+5,389
+188% +$24.4K ﹤0.01% 3192
2025
Q1 		$14.9K Sell
2,872
-6,060
-68% -$31.6K ﹤0.01% 3259
2024
Q4 		$46.7K Buy
8,932
+347
+4% +$1.9K ﹤0.01% 2602
2024
Q3 		$45.6K Sell
8,585
-2,696
-24% -$14.2K ﹤0.01% 2769
2024
Q2 		$59.5K Buy
11,281
+4,937
+78% +$27.7K ﹤0.01% 2962
2024
Q1 		$39K Sell
6,344
-1,615
-20% -$9.28K ﹤0.01% 2444
2023
Q4 		$46.2K Buy
7,959
+431
+6% +$2.64K ﹤0.01% 3186
2023
Q3 		$51.5K Buy
7,528
+553
+8% +$4.68K ﹤0.01% 2531
2023
Q2 		$56.3K Sell
6,975
-1,273
-15% -$9.42K ﹤0.01% 2489
2023
Q1 		$52K Buy
8,248
+2,793
+51% +$17.9K ﹤0.01% 2453
2022
Q4 		$41K Sell
5,455
-2,022
-27% -$15.2K ﹤0.01% 2491
2022
Q3 		$52K Buy
7,477
+3,382
+83% +$22.3K ﹤0.01% 3126
2022
Q2 		$22K Sell
4,095
-1,513
-27% -$10.2K ﹤0.01% 3687
2022
Q1 		$38K Buy
5,608
+1,947
+53% +$12.5K ﹤0.01% 2939
2021
Q4 		$19K Buy
3,661
+813
+29% +$4.51K ﹤0.01% 3711
2021
Q3 		$16K Buy
2,848
+400
+16% +$1.79K ﹤0.01% 3918
2021
Q2 		$12K Sell
2,448
-4,626
-65% -$18.2K ﹤0.01% 4274
2021
Q1 		$24K Sell
7,074
-3,932
-36% -$13.6K ﹤0.01% 3735
2020
Q4 		$31K Sell
11,006
-23,262
-68% -$58.9K ﹤0.01% 3539
2020
Q3 		$77K Buy
34,268
+25,378
+285% +$67.5K ﹤0.01% 3331
2020
Q2 		$25K Buy
8,890
+7,142
+409% +$19.2K ﹤0.01% 3559
2020
Q1 		$5K Sell
1,748
-419
-19% -$1.9K ﹤0.01% 2286
2019
Q4 		$12K Buy
2,167
+528
+32% +$2.9K ﹤0.01% 2232
2019
Q3 		$10K Buy
1,639
+397
+32% +$2.42K ﹤0.01% 2921
2019
Q2 		$9K Sell
1,242
-682
-35% -$4.6K ﹤0.01% 2608
2019
Q1 		$13K Buy
+1,924
New +$14K ﹤0.01% 2519
2018
Q4 		– Sell
-220
Closed -$2K – 3935
2018
Q3 		$2K Sell
220
-4,616
-95% -$48.6K ﹤0.01% 3424
2018
Q2 		$48K Buy
+4,836
New +$44.5K ﹤0.01% 1870
2018
Q1 		– Sell
-2,429
Closed -$17K – 3390
2017
Q4 		$17K Buy
+2,429
New +$17.1K ﹤0.01% 2184
2017
Q3 		– Sell
-100
Closed -$1K – 3863
2017
Q2 		$1K Buy
+100
New +$780 ﹤0.01% 2474
2016
Q4 		– Sell
-1,779
Closed -$11K – 3952
2016
Q3 		$11K Buy
1,779
+1,524
+598% +$8.72K ﹤0.01% 1993
2016
Q2 		$1K Buy
+255
New +$1.38K ﹤0.01% 4142
2016
Q1 		– Sell
-3,508
Closed -$17K – 4315
2015
Q4 		$17K Buy
3,508
+2,513
+253% +$15.2K ﹤0.01% 1460
2015
Q3 		$5K Sell
995
-2,553
-72% -$14.1K ﹤0.01% 2787
2015
Q2 		$23K Buy
3,548
+1,358
+62% +$9.28K ﹤0.01% 1965
2015
Q1 		$13K Sell
2,190
-1,803
-45% -$12.1K ﹤0.01% 2579
2014
Q4 		$30K Buy
3,993
+2,253
+129% +$18.9K ﹤0.01% 1329
2014
Q3 		$16K Sell
1,740
-1,327
-43% -$13.7K ﹤0.01% 2478
2014
Q2 		$33K Buy
3,067
+1,279
+72% +$14.7K ﹤0.01% 1540
2014
Q1 		$23K Sell
1,788
-2,004
-53% -$25.7K ﹤0.01% 1748
2013
Q4 		$47K Buy
3,792
+1,088
+40% +$13.1K 0.01% 1437
2013
Q3 		$31K Buy
+2,704
New +$31.2K ﹤0.01% 2326

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

Tower Research Capital (TRC)'s EPM Position: Q1 2026 in Review

Tower Research Capital (TRC) reduced its Evolution Petroleum (EPM) stake by 15% in Q1 2026, selling an estimated $1.85K and leaving 2,594 shares worth $11.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3817.

Tower Research Capital (TRC) first reported a position in EPM in Q3 2013 and has held it in 45 quarters since. The position peaked at $77K in Q3 2020. 121 funds tracked by Wall St. Rank hold EPM as of Q1 2026.

  • Tower Research Capital (TRC) held 2,594 shares of Evolution Petroleum worth $11.9K as of Q1 2026.
  • Tower Research Capital (TRC) sold 445 Evolution Petroleum shares in Q1 2026, an estimated $1.85K.
  • Evolution Petroleum made up ﹤0.01% of Tower Research Capital (TRC)'s portfolio in Q1 2026, its #3817 holding.
  • Tower Research Capital (TRC) first reported a position in Evolution Petroleum in Q3 2013 and has held it in 45 quarters since.
  • Tower Research Capital (TRC)'s Evolution Petroleum position peaked at $77K in Q3 2020.
  • 121 funds tracked by Wall St. Rank held Evolution Petroleum as of Q1 2026.

Based on Tower Research Capital (TRC)'s 13F filing for Q1 2026, filed 15 May 2026.