Evolution Petroleum Corporation
US ˙ NYSEAM ˙ US30049A1079

SecurityEPM / Evolution Petroleum Corporation
InstitutionVanguard Group Inc
Latest Disclosed Ownership1,629,128 shares
Latest Disclosed Value $ 5,767,113
Vanguard Group Inc reports 1.77% increase in ownership of EPM / Evolution Petroleum Corporation

On January 29, 2026 - Vanguard Group Inc filed a 13F-HR form disclosing ownership of 1,629,128 shares of Evolution Petroleum Corporation (US:EPM) valued at $5,767,113 USD as of December 31, 2025. The entity filed a previous 13F-HR on November 7, 2025 disclosing 1,600,822 shares of Evolution Petroleum Corporation. This represents a change in shares of 1.77% during the quarter. The current value of the position is $7,412,532 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-01-29 2025-12-31 13F EVOLUTION PETE COM 30049A107 1,629,128 28,306 1.77 5,767 -25.25 0.0001
2025-11-07 2025-09-30 13F EVOLUTION PETE COM 30049A107 1,600,822 5,101 0.32 7,716 2.88 0.0001
2025-08-11 2025-06-30 13F EVOLUTION PETE COM 30049A107 1,595,721 12,503 0.79 7,500 -8.56 0.0001
2025-05-09 2025-03-31 13F EVOLUTION PETE COM 30049A107 1,583,218 -7,612 -0.48 8,201 -1.43 0.0001
2025-02-11 2024-12-31 13F EVOLUTION PETE COM 30049A107 1,590,830 4,927 0.31 8,320 -1.20 0.0001
2024-11-13 2024-09-30 13F EVOLUTION PETE COM 30049A107 1,585,903 11,034 0.70 8,421 1.47 0.0002
2024-08-13 2024-06-30 13F EVOLUTION PETE COM 30049A107 1,574,869 -36,736 -2.28 8,300 -16.13 0.0002
2024-05-10 2024-03-31 13F EVOLUTION PETE COM 30049A107 1,611,605 8,904 0.56 9,895 6.27 0.0002
2024-03-11 2023-12-31 13F/A-1 EVOLUTION PETE COM 30049A107 1,602,701 -49,111 -2.97 9,312 -17.59 0.0002
2024-02-14 2023-12-31 13F EVOLUTION PETE COM 30049A107 1,602,701 -49,111 9,312 0.0002
2023-12-18 2023-09-30 13F/A-1 EVOLUTION PETE COM 30049A107 1,651,812 104,697 6.77 11,298 -9.51 0.0003
2023-11-14 2023-09-30 13F EVOLUTION PETE COM 30049A107 1,651,812 104,697 11,298 0.0000
2023-08-14 2023-06-30 13F EVOLUTION PETE COM 30049A107 1,547,115 236,181 18.02 12,485 50.95 0.0003
2023-07-14 2023-03-31 13F/A-1 EVOLUTION PETE COM 30049A107 1,310,934 42,779 3.37 8,272 -13.61 0.0002
2023-05-15 2023-03-31 13F EVOLUTION PETE COM 30049A107 1,310,934 42,779 8,272 0.0000
2023-02-10 2022-12-31 13F EVOLUTION PETE COM 30049A107 1,268,155 670 0.05 9,575 8.52 0.0003
2022-11-14 2022-09-30 13F EVOLUTION PETE COM 30049A107 1,267,485 7,800 0.62 8,822 28.26 0.0003
2022-08-12 2022-06-30 13F EVOLUTION PETE COM 30049A107 1,259,685 -38,174 -2.94 6,878 -21.96 0.0002
2022-05-13 2022-03-31 13F EVOLUTION PETE COM 30049A107 1,297,859 14,825 1.16 8,813 36.02 0.0002
2022-02-14 2021-12-31 13F EVOLUTION PETE COM 30049A107 1,283,034 -1,799 -0.14 6,479 -11.22 0.0001
2021-11-12 2021-09-30 13F EVOLUTION PETE COM 30049A107 1,284,833 0 0.00 7,298 14.53 0.0002
2021-08-13 2021-06-30 13F EVOLUTION PETE COM 30049A107 1,284,833 50,477 4.09 6,372 52.73 0.0002
2021-05-14 2021-03-31 13F EVOLUTION PETE COM 30049A107 1,234,356 18,379 1.51 4,172 20.37 0.0001
2021-02-12 2020-12-31 13F EVOLUTION PETE COM 30049A107 1,215,977 12,995 1.08 3,466 28.61 0.0001
2020-11-16 2020-09-30 13F EVOLUTION PETE COM 30049A107 1,202,982 -749 -0.06 2,695 -20.05 0.0001
2020-08-14 2020-06-30 13F EVOLUTION PETROLEUM COM 30049A107 1,203,731 -28,177 -2.29 3,371 4.85 0.0001
2020-05-15 2020-03-31 13F EVOLUTION PETROLEUM COM 30049A107 1,231,908 -33,619 -2.66 3,215 -53.55 0.0001
2020-02-14 2019-12-31 13F EVOLUTION PETROLEUM COM 30049A107 1,265,527 -19,782 -1.54 6,922 -7.78 0.0002
2019-11-14 2019-09-30 13F EVOLUTION PETROLEUM COM 30049A107 1,285,309 -255,950 -16.61 7,506 -31.89 0.0003
2019-08-14 2019-06-30 13F EVOLUTION PETROLEUM COM 30049A107 1,541,259 6,544 0.43 11,020 6.38 0.0004
2019-05-15 2019-03-31 13F EVOLUTION PETROLEUM COM 30049A107 1,534,715 64,565 4.39 10,359 3.31 0.0004
2019-02-14 2018-12-31 13F EVOLUTION PETROLEUM COM 30049A107 1,470,150 81,935 5.90 10,027 -34.63 0.0005
2018-12-13 2018-09-30 13F/A-2 EVOLUTION PETROLEUM COM 30049A107 1,388,215 93,525 7.22 15,339 20.29 0.0006
2018-11-23 2018-09-30 13F/A-1 EVOLUTION PETROLEUM COM 30049A107 1,388,215 0 15,339 0.0006
2018-11-14 2018-09-30 13F EVOLUTION PETROLEUM COM 30049A107 1,388,215 93,525 15,339
2018-08-14 2018-06-30 13F EVOLUTION PETROLEUM COM 30049A107 1,294,690 67,155 5.47 12,752 29.04 0.0005
2018-05-15 2018-03-31 13F EVOLUTION PETROLEUM COM 30049A107 1,227,535 7,026 0.58 9,882 18.21 0.0004
2018-02-14 2017-12-31 13F EVOLUTION PETROLEUM COM 30049A107 1,220,509 -11,140 -0.90 8,360 -5.73 0.0004
2017-11-14 2017-09-30 13F EVOLUTION PETROLEUM COM 30049A107 1,231,649 -845 -0.07 8,868 -11.17 0.0004
2017-08-24 2017-06-30 13F/A-1 EVOLUTION PETROLEUM COM 30049A107 1,232,494 44,569 3.75 9,983 5.05 0.0005
2017-08-11 2017-06-30 13F EVOLUTION PETROLEUM COM 30049A107 1,232,494 44,569 9,983
2017-05-12 2017-03-31 13F EVOLUTION PETROLEUM COM 30049A107 1,187,925 26,421 2.27 9,503 -18.18 0.0005
2017-02-14 2016-12-31 13F EVOLUTION PETROLEUM COM 30049A107 1,161,504 289,535 33.20 11,615 112.11 0.0006
2016-11-14 2016-09-30 13F EVOLUTION PETROLEUM COM 30049A107 871,969 8,627 1.00 5,476 15.97 0.0003
2016-08-10 2016-06-30 13F EVOLUTION PETROLEUM COM 30049A107 863,342 49,493 6.08 4,722 19.39 0.0003
2016-05-13 2016-03-31 13F EVOLUTION PETROLEUM COM 30049A107 813,849 16,650 2.09 3,955 3.16 0.0003
2016-02-08 2015-12-31 13F EVOLUTION PETROLEUM COM 30049A107 797,199 14,876 1.90 3,834 -11.70 0.0003
2015-11-12 2015-09-30 13F/A-1 EVOLUTION PETROLEUM COM 30049A107 782,323 89,219 12.87 4,342 -4.93 0.0002
2015-11-12 2015-09-30 13F EVOLUTION PETROLEUM COM 30049A107 5,116,613 150,301
2015-08-13 2015-06-30 13F EVOLUTION PETROLEUM COM 30049A107 693,104 64,257 10.22 4,567 22.05 0.0003
2015-05-15 2015-03-31 13F/A-1 EVOLUTION PETROLEUM COM 30049A107 628,847 24,510 4.06 3,742 -16.68 0.0003
2015-05-14 2015-03-31 13F EVOLUTION PETROLEUM COM 30049A107 628,847 3,742
2015-02-12 2014-12-31 13F EVOLUTION PETROLEUM COM 30049A107 604,337 29,537 5.14 4,491 -14.88 0.0003
2014-11-12 2014-09-30 13F EVOLUTION PETROLEUM COM 30049A107 574,800 32,262 5.95 5,276 -11.19 0.0004
2014-08-11 2014-06-30 13F EVOLUTION PETROLEUM COM 30049A107 542,538 33,727 6.63 5,941 -8.29 0.0005
2014-05-13 2014-03-31 13F EVOLUTION PETROLEUM COM 30049A107 508,811 52,329 11.46 6,478 15.00 0.0005
2014-02-12 2013-12-31 13F EVOLUTION PETROLEUM COM 30049A107 456,482 2,571 0.57 5,633 10.21 0.0005
2013-11-07 2013-09-30 13F EVOLUTION PETROLEUM COM 30049A107 453,911 23,684 5.51 5,111 8.88 0.0005
2013-08-13 2013-06-30 13F EVOLUTION PETROLEUM COM 30049A107 430,227 430,227 4,694 0.0005
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.