Evolution Petroleum Corporation
US ˙ NYSEAM ˙ US30049A1079

SecurityEPM / Evolution Petroleum Corporation
InstitutionDimensional Fund Advisors Lp
Latest Disclosed Ownership1,453,218 shares
Latest Disclosed Value $ 6,655,912
Dimensional Fund Advisors Lp reports 2.30% increase in ownership of EPM / Evolution Petroleum Corporation

On May 7, 2026 - Dimensional Fund Advisors Lp filed a 13F-HR form disclosing ownership of 1,453,218 shares of Evolution Petroleum Corporation (US:EPM) valued at $6,655,738 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 1,420,577 shares of Evolution Petroleum Corporation. This represents a change in shares of 2.30% during the quarter. The current value of the position is $6,394,159 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-07 2026-03-31 13F EVOLUTION PETE COM 30049A107 1,453,218 32,641 2.30 6,656 32.36 0.0014
2026-02-12 2025-12-31 13F EVOLUTION PETE COM 30049A107 1,420,577 -11,982 -0.84 5,029 -27.18 0.0011
2025-11-12 2025-09-30 13F EVOLUTION PETE COM 30049A107 1,432,559 -32,816 -2.24 6,905 0.26 0.0015
2025-08-12 2025-06-30 13F EVOLUTION PETE COM 30049A107 1,465,375 -47,542 -3.14 6,888 -12.11 0.0016
2025-05-13 2025-03-31 13F EVOLUTION PETE COM 30049A107 1,512,917 2,463 0.16 7,837 -0.80 0.0019
2025-02-13 2024-12-31 13F EVOLUTION PETE COM 30049A107 1,510,454 89,697 6.31 7,899 4.71 0.0019
2024-11-07 2024-09-30 13F EVOLUTION PETE COM 30049A107 1,420,757 84,409 6.32 7,544 7.13 0.0018
2024-08-09 2024-06-30 13F EVOLUTION PETE COM 30049A107 1,336,348 5,250 0.39 7,043 -13.83 0.0018
2024-05-10 2024-03-31 13F EVOLUTION PETE COM 30049A107 1,331,098 42,923 3.33 8,173 9.19 0.0022
2024-02-07 2023-12-31 13F EVOLUTION PETE COM 30049A107 1,288,175 32,898 2.62 7,484 -12.83 0.0022
2023-11-09 2023-09-30 13F EVOLUTION PETE COM 30049A107 1,255,277 30,891 2.52 8,586 -13.11 0.0028
2023-08-09 2023-06-30 13F EVOLUTION PETE COM 30049A107 1,224,386 91,405 8.07 9,881 38.22 0.0031
2023-05-12 2023-03-31 13F EVOLUTION PETE COM 30049A107 1,132,981 85,159 8.13 7,149 102,028.57 0.0024
2023-02-09 2022-12-31 13F EVOLUTION PETE COM 30049A107 1,047,822 -65 -0.01 8 -99.90 0.0023
2022-11-10 2022-09-30 13F EVOLUTION PETE COM 30049A107 1,047,887 47,022 4.70 7,292 33.46 0.0028
2022-08-12 2022-06-30 13F EVOLUTION PETE COM 30049A107 1,000,865 67,008 7.18 5,464 -13.83 0.0020
2022-05-13 2022-03-31 13F EVOLUTION PETE COM 30049A107 933,857 34,234 3.81 6,341 39.58 0.0020
2022-02-09 2021-12-31 13F EVOLUTION PETE COM 30049A107 899,623 -75,343 -7.73 4,543 -17.97 0.0014
2021-11-12 2021-09-30 13F EVOLUTION PETE COM 30049A107 974,966 -122,886 -11.19 5,538 1.71 0.0018
2021-08-12 2021-06-30 13F EVOLUTION PETE COM 30049A107 1,097,852 -60,821 -5.25 5,445 39.04 0.0017
2021-05-14 2021-03-31 13F EVOLUTION PETE COM 30049A107 1,158,673 -11,607 -0.99 3,916 17.42 0.0013
2021-03-08 2020-12-31 13F/A-2 EVOLUTION PETE COM 30049A107 1,170,280 -114,080 -8.88 3,335 15.92 0.0012
2021-02-11 2020-12-31 13F EVOLUTION PETE COM 30049A107 1,170,280 -114,080 3,335 1,204.4247
2020-11-12 2020-09-30 13F EVOLUTION PETE COM 30049A107 1,284,360 -34,701 -2.63 2,877 -22.10 0.0012
2020-08-13 2020-06-30 13F EVOLUTION PETROLEUM COM 30049A107 1,319,061 -44,905 -3.29 3,693 3.74 0.0016
2020-05-14 2020-03-31 13F EVOLUTION PETROLEUM COM 30049A107 1,363,966 11,660 0.86 3,560 -51.87 0.0019
2020-02-14 2019-12-31 13F EVOLUTION PETROLEUM COM 30049A107 1,352,306 27,199 2.05 7,397 -4.42 0.0027
2019-11-12 2019-09-30 13F EVOLUTION PETROLEUM COM 30049A107 1,325,107 38,856 3.02 7,739 -15.84 0.0030
2019-08-13 2019-06-30 13F EVOLUTION PETROLEUM COM 30049A107 1,286,251 29,725 2.37 9,196 8.42 0.0036
2019-08-12 2019-03-31 13F/A-2 EVOLUTION PETROLEUM COM 30049A107 1,256,526 113,964 9.97 8,482 8.84 0.0034
2019-05-10 2019-03-31 13F EVOLUTION PETROLEUM COM 30049A107 1,256,526 113,964 8,482
2019-02-26 2018-12-31 13F/A-1 EVOLUTION PETROLEUM COM 30049A107 1,142,562 71,861 6.71 7,793 -34.13 0.0035
2019-02-13 2018-12-31 13F EVOLUTION PETROLEUM COM 30049A107 1,142,562 71,861 7,793
2018-11-13 2018-09-30 13F EVOLUTION PETROLEUM COM 30049A107 1,070,701 138,338 14.84 11,831 28.82 0.0045
2018-08-10 2018-06-30 13F EVOLUTION PETROLEUM COM 30049A107 932,363 121,866 15.04 9,184 40.75 0.0037
2018-05-11 2018-03-31 13F EVOLUTION PETROLEUM COM 30049A107 810,497 78,566 10.73 6,525 30.14 0.0027
2018-02-12 2017-12-31 13F EVOLUTION PETROLEUM COM 30049A107 731,931 104,232 16.61 5,014 10.95 0.0021
2017-11-13 2017-09-30 13F EVOLUTION PETROLEUM COM 30049A107 627,699 106,018 20.32 4,519 6.93 0.0020
2017-08-11 2017-06-30 13F EVOLUTION PETROLEUM COM 30049A107 521,681 117,380 29.03 4,226 30.67 0.0020
2017-05-12 2017-03-31 13F EVOLUTION PETROLEUM COM 30049A107 404,301 31,006 8.31 3,234 -13.37 0.0015
2017-02-09 2016-12-31 13F EVOLUTION PETROLEUM COM 30049A107 373,295 113,015 43.42 3,733 128.32 0.0019
2016-11-10 2016-09-30 13F EVOLUTION PETROLEUM COM 30049A107 260,280 19,512 8.10 1,635 24.15 0.0009
2016-08-09 2016-06-30 13F EVOLUTION PETROLEUM COM 30049A107 240,768 7,573 3.25 1,317 16.24 0.0008
2016-05-13 2016-03-31 13F EVOLUTION PETROLEUM COM 30049A107 233,195 19,722 9.24 1,133 10.32 0.0007
2016-02-10 2015-12-31 13F EVOLUTION PETROLEUM COM 30049A107 213,473 26,398 14.11 1,027 -1.06 0.0006
2015-11-13 2015-09-30 13F EVOLUTION PETROLEUM COM 30049A107 187,075 12,605 7.22 1,038 -9.74 0.0007
2015-08-14 2015-06-30 13F EVOLUTION PETROLEUM COM 30049A107 174,470 -7,496 -4.12 1,150 6.19 0.0007
2015-05-14 2015-03-31 13F EVOLUTION PETROLEUM COM 30049A107 181,966 -2,500 -1.36 1,083 -21.01 0.0007
2015-02-06 2014-12-31 13F EVOLUTION PETROLEUM COM 30049A107 184,466 0 0.00 1,371 -19.02 0.0009
2014-11-13 2014-09-30 13F EVOLUTION PETROLEUM COM 30049A107 184,466 -3,205 -1.71 1,693 -17.62 0.0012
2014-08-08 2014-06-30 13F EVOLUTION PETROLEUM COM 30049A107 187,671 -100 -0.05 2,055 -14.02 0.0014
2014-05-14 2014-03-31 13F EVOLUTION PETROLEUM COM 30049A107 187,771 10,253 5.78 2,390 9.08 0.0018
2014-02-12 2013-12-31 13F EVOLUTION PETROLEUM COM 30049A107 177,518 9,277 5.51 2,191 15.68 0.0017
2013-11-13 2013-09-30 13F EVOLUTION PETROLEUM COM 30049A107 168,241 -6,056 -3.47 1,894 -0.42 0.0016
2013-08-15 2013-06-30 13F EVOLUTION PETROLEUM COM 30049A107 174,297 174,297 1,902 0.0018
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.