Evolution Petroleum CORP (EPM) Institutional Ownership & 13F Filings (Q2 2026)

EPM ranks #4182 out of 37503 tracked stocks by institutional interest, inside the more closely watched half of our coverage.

120 institutions disclose a position in EPM, but none treat it as a major bet — even WealthTrust Axiom LLC, its most concentrated holder, allocates just 1.8% of its own portfolio to it.

Cliff Asness has added to its EPM position for two straight quarters, increasing it by $1.3M to reach $1.4M today.

Rothschild Wealth LLC has trimmed its EPM position for two straight quarters, cutting it by $518.5K while still holding $98.4K.

EPM is down 0.5% today, but institutions show net buying of $2.8M this quarter — a divergence between today's price move and the underlying institutional flow.

EPM reported a net loss of $3.6M over the trailing twelve months.

• Not yet profitable — net loss of $3.6M over the trailing twelve months
• Revenue declined 3.2% year over year
• Net income declined year over year, from -$704.0K to -$3.6M
• Generated $33.1M in positive operating cash flow
• Current ratio of 0.81x — below the conventional 1.5x liquidity buffer
• Liabilities run 1.23x equity — within a conventional range