Wellington Management Group
EPM icon

Wellington Management Group’s Evolution Petroleum EPM Stock Holding History

Wellington Management Group’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 		$72.8K Buy
19,783
+3,236
+20% +$14.1K ﹤0.01% 1920
2026
Q1 		$75.8K Sell
16,547
-5,601
-25% -$23.3K ﹤0.01% 1866
2025
Q4 		$78.4K Buy
22,148
+7,474
+51% +$31.5K ﹤0.01% 1909
2025
Q3 		$70.7K Sell
14,674
-516
-3% -$2.57K ﹤0.01% 1967
2025
Q2 		$71.4K Buy
15,190
+2,758
+22% +$12.5K ﹤0.01% 1929
2025
Q1 		$64.4K Buy
12,432
+274
+2% +$1.43K ﹤0.01% 1925
2024
Q4 		$63.6K Buy
12,158
+366
+3% +$2K ﹤0.01% 1921
2024
Q3 		$62.6K Buy
+11,792
New +$62.2K ﹤0.01% 1909
2015
Q2 		– Sell
-778,501
Closed -$4.63M – 2162
2015
Q1 		$4.63M Sell
778,501
-417,546
-35% -$2.8M ﹤0.01% 1475
2014
Q4 		$8.89M Sell
1,196,047
-687,000
-36% -$5.76M ﹤0.01% 1283
2014
Q3 		$17.3M Buy
1,883,047
+152,430
+9% +$1.57M ﹤0.01% 1077
2014
Q2 		$18.9M Buy
1,730,617
+35,900
+2% +$412K 0.01% 1058
2014
Q1 		$21.6M Sell
1,694,717
-2,950
-0.2% -$37.8K 0.01% 1010
2013
Q4 		$20.9M Buy
1,697,667
+14,800
+0.9% +$178K 0.01% 994
2013
Q3 		$18.9M Buy
1,682,867
+146,373
+10% +$1.69M 0.01% 1019
2013
Q2 		$16.8M Buy
+1,536,494
New +$15.9M 0.01% 1027

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

Wellington Management Group's EPM Position: Q2 2026 in Review

Wellington Management Group increased its Evolution Petroleum (EPM) stake by 20% in Q2 2026, buying an estimated $14.1K and bringing the position to 19,783 shares worth $72.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1920.

Wellington Management Group first reported a position in EPM in Q2 2013 and has held it in 16 quarters since. The position peaked at $21.6M in Q1 2014. 118 funds tracked by Wall St. Rank hold EPM as of Q2 2026.

  • Wellington Management Group held 19,783 shares of Evolution Petroleum worth $72.8K as of Q2 2026.
  • Wellington Management Group bought 3,236 Evolution Petroleum shares in Q2 2026, an estimated $14.1K.
  • Evolution Petroleum made up ﹤0.01% of Wellington Management Group's portfolio in Q2 2026, its #1920 holding.
  • Wellington Management Group first reported a position in Evolution Petroleum in Q2 2013 and has held it in 16 quarters since.
  • Wellington Management Group's Evolution Petroleum position peaked at $21.6M in Q1 2014.
  • 118 funds tracked by Wall St. Rank held Evolution Petroleum as of Q2 2026.

Based on Wellington Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.