Vanguard Portfolio Management
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Vanguard Portfolio Management’s Evolution Petroleum EPM Stock Holding History

Vanguard Portfolio Management’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 		$818K Buy
222,300
+34,985
+19% +$153K ﹤0.01% 3001
2026
Q1 		$858K Buy
+187,315
New +$780K ﹤0.01% 2847

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

Vanguard Portfolio Management's EPM Position: Q2 2026 in Review

Vanguard Portfolio Management increased its Evolution Petroleum (EPM) stake by 19% in Q2 2026, buying an estimated $153K and bringing the position to 222,300 shares worth $818K. The position accounts for ﹤0.01% of the portfolio, ranked #3001.

Vanguard Portfolio Management first reported a position in EPM in Q1 2026 and has held it in 2 quarters since. The position peaked at $858K in Q1 2026. 117 funds tracked by Wall St. Rank hold EPM as of Q2 2026.

  • Vanguard Portfolio Management held 222,300 shares of Evolution Petroleum worth $818K as of Q2 2026.
  • Vanguard Portfolio Management bought 34,985 Evolution Petroleum shares in Q2 2026, an estimated $153K.
  • Evolution Petroleum made up ﹤0.01% of Vanguard Portfolio Management's portfolio in Q2 2026, its #3001 holding.
  • Vanguard Portfolio Management first reported a position in Evolution Petroleum in Q1 2026 and has held it in 2 quarters since.
  • Vanguard Portfolio Management's Evolution Petroleum position peaked at $858K in Q1 2026.
  • 117 funds tracked by Wall St. Rank held Evolution Petroleum as of Q2 2026.

Based on Vanguard Portfolio Management's 13F filing for Q2 2026, filed 13 Aug 2026.