Evolution Petroleum Corp: which funds bought and sold

Institutions that bought and sold Evolution Petroleum shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 65 institutions that filed 13F reports for both quarters added to or opened positions in Evolution Petroleum, and 49 cut or closed them. Together they added a net 215K shares, +1.2% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 129K shares (−4.1%); index fund managers were net buyers of 202K shares (+3.4%). 18 opened a new position and 18 sold out entirely.

Bought, Q2 2026 65 institutions, 18 of them new holders Sold, Q2 2026 49 institutions, 18 of them sold out

Net change, all compared +215K shares (+1.2%)

Net change, active managers −129K shares (−4.1%), 7 bought, 10 sold

Buyers versus sellers

institutions compared, 134

65 bought 20 49 sold

Active managers and hedge funds 7 bought · 10 sold · −129K

Index fund managers 7 bought · 3 sold · +202K

Other institutions 51 bought · 36 sold · +143K

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
AQR Capital Management LLC Hedge fund	+342K +1020.6%	376K	$1.4M
Geode Capital Management, LLC Index funds	+107K +13.8%	886K	$3.3M
Quantinno Capital Management LP	+105K +157.9%	172K	$631,526
Cwa Asset Management Group, LLC	+96K +13.6%	806K	$3M
Renaissance Technologies LLC Hedge fund	+77K +8.1%	1.0M	$3.8M
Wealthtrust Axiom LLC	+76K +3.6%	2.2M	$8.1M
Schonfeld Strategic Advisors LLC Hedge fund	+56K +162.1%	91K	$335,515
Blackrock, Inc. Index funds	+51K +2.2%	2.4M	$8.9M
Wells Fargo & Company	+44K +64.7%	112K	$410,864
FMR LLC Active manager	+42K +612.9%	48K	$177,985
Dimensional Fund Advisors LP	+35K +2.4%	1.5M	$5.5M
Vanguard Portfolio Management LLC Index funds	+35K +18.7%	222K	$818,064
Occudo Quantitative Strategies LP	+32K New position	32K	$118,507
Abel Hall, LLC	+31K New position	31K	$115,103
Mercer Global Advisors Inc	+29K +204.1%	43K	$159,161
Wealth Enhancement Advisory Services, LLC	+26K New position	26K	$95,219
Vanguard Capital Management LLC Index funds	+25K +2.0%	1.3M	$4.7M
Lido Advisors, LLC	+24K New position	24K	$87,539
Russell Investments Group, Ltd.	+23K +162.0%	38K	$139,114
Ieq Capital, LLC	+23K New position	23K	$85,224

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
AQR Capital Management LLC Hedge fund	+342K +1020.6%	376K	$1.4M
Renaissance Technologies LLC Hedge fund	+77K +8.1%	1.0M	$3.8M
Schonfeld Strategic Advisors LLC Hedge fund	+56K +162.1%	91K	$335,515
FMR LLC Active manager	+42K +612.9%	48K	$177,985
D. E. Shaw & Co., Inc. Hedge fund	+19K +67.8%	46K	$170,988
Alliancebernstein L.P. Active manager	+7,000 +28.4%	32K	$144,774
Wellington Management Group LLP Active manager	+3,236 +19.6%	20K	$72,801

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Citadel Advisors LLC Hedge fund	−277K −85.1%	49K	$179,131
Point72 Asset Management, L.P. Hedge fund	−168K Sold out	0	—
Goldman Sachs Group Inc	−121K −42.4%	165K	$605,456
Millennium Management LLC Hedge fund	−88K Sold out	0	—
Jane Street Group, LLC	−62K Sold out	0	—
Ritholtz Wealth Management	−47K −35.5%	85K	$312,127
Gsa Capital Partners LLP	−45K Sold out	0	—
Northern Trust Corp Index funds	−43K −14.0%	265K	$976,922
Engineers Gate Manager LP Hedge fund	−43K −67.9%	20K	$74,329
Ethic Inc.	−41K −52.1%	38K	$138,144
UBS Group AG	−40K −19.9%	159K	$584,925
Graham Capital Management, L.P. Hedge fund	−35K −57.3%	26K	$97,104
Raymond James Financial Inc	−33K −3.2%	996K	$3.7M
Odyssean, LLC	−32K Sold out	0	—
Ellevest, Inc.	−20K Sold out	0	—
Sowell Financial Services LLC	−20K Sold out	0	—
Two Sigma Investments, LP Hedge fund	−18K Sold out	0	—
O'Shaughnessy Asset Management, LLC Active manager	−17K −13.8%	107K	$393,179
Arrowstreet Capital, Limited Partnership Hedge fund	−16K Sold out	0	—
Virtu Financial LLC	−16K Sold out	0	—

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Citadel Advisors LLC Hedge fund	−277K −85.1%	49K	$179,131
Point72 Asset Management, L.P. Hedge fund	−168K Sold out	0	—
Millennium Management LLC Hedge fund	−88K Sold out	0	—
Engineers Gate Manager LP Hedge fund	−43K −67.9%	20K	$74,329
Graham Capital Management, L.P. Hedge fund	−35K −57.3%	26K	$97,104
Two Sigma Investments, LP Hedge fund	−18K Sold out	0	—
O'Shaughnessy Asset Management, LLC Active manager	−17K −13.8%	107K	$393,179
Arrowstreet Capital, Limited Partnership Hedge fund	−16K Sold out	0	—
American Century Companies Inc Active manager	−9,277 −0.9%	1.1M	$4M
Victory Capital Management Inc Active manager	−3,337 −8.9%	34K	$125,624

New positions

largest by value

Institution	Shares	Value June 30, 2026
Occudo Quantitative Strategies LP	32K	$118,507
Abel Hall, LLC	31K	$115,103
Wealth Enhancement Advisory Services, LLC	26K	$95,219
Lido Advisors, LLC	24K	$87,539
Ieq Capital, LLC	23K	$85,224
Campbell & Co Investment Adviser LLC	18K	$67,116
Dynamic Technology Lab Private Ltd	17K	$61,000
Mariner, LLC	16K	$58,497
Captrust Financial Advisors	11K	$40,567
Private Advisor Group, LLC	10K	$36,864

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Point72 Asset Management, L.P.Hedge fund	168K	$768,345
Millennium Management LLCHedge fund	88K	$402,284
Jane Street Group, LLC	62K	$282,416
Gsa Capital Partners LLP	45K	$204,000
Odyssean, LLC	32K	$146,244
Ellevest, Inc.	20K	$89,924
Sowell Financial Services LLC	20K	$89,484
Two Sigma Investments, LPHedge fund	18K	$82,591
Arrowstreet Capital, Limited PartnershipHedge fund	16K	$75,465
Virtu Financial LLC	16K	$74,000

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 117
Ten largest holders: 71.4%
Index fund managers: 34.0%
Active managers and hedge funds: 16.8%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	7	10	0	4	−129K	−4.1%
Index fund managers	7	3	0	0	+202K	+3.4%
Other institutions	51	36	18	14	+143K	+1.6%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Evolution Petroleum.

Only managers that filed a holdings report for both quarters are compared (134 here). 5 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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