Security key
30049A107
- Security type / class
- Equity / COM
- Total 13F shares
- 1,993,695
- Total 13F value
- $7,334,928
- Share change
- +147,613
- SEC-reported price per share
- $3.68
- Number of holders
- 34
- Value change
- +$514,228
- Number of buys
- 19
- Number of sells
- 10
- Shares outstanding
- 34,710,467,491
Holder snapshot
6 signals
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q2 2026
Institutions
34
Top holders
10
EPM full security history
Ownership snapshot
Full 13F holder table
EVOLUTION PETROLEUM CORP SEC filings
EVOLUTION PETROLEUM CORP company facts
Broader feeds
Reporting periods
Holder history for CUSIP 30049A107
Recent filing periods:
Ownership snapshot
Top reported holders of EPM - EVOLUTION PETROLEUM CORP - COM (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
BlackRock, Inc.
Disclosed value leader
WealthTrust Axiom LLC
Comparable rows
15/15
Latest evidence
30 Jun 2026
13F
13D/G
3/4/5
Lead comparable stake: 6.2%
13D/G row: BlackRock, Inc.
Showing 1-6 of 15 holder rows.
Quick read
BlackRock, Inc. leads the comparable SEC ownership view at 6.2%.
15 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens BlackRock, Inc.'s linked filing trail.
Comparable ownership
Top 5
BlackRock, Inc.
6.2%
WealthTrust Axiom LLC
5.6%
Robert S. Herlin
0.01%
Kelly W. Loyd
0%
Edward J. Dipaolo
0%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| BlackRock, Inc. |
13F
13D/G
Company
|
6.2%
from 13D/G
|
$10,835,437
2,365,816 shares
|
— | 31 Mar 2026 |
| WealthTrust Axiom LLC |
13D/G
13F
Company
|
5.6%
|
$7,412,767,437
1,950,728,273 shares
|
$0 | 31 Dec 2025 |
| Robert S. Herlin |
3/4/5
Director
|
0.01%
|
$8,008,077
1,836,715 shares
|
— | 04 Dec 2025 |
| Kelly W. Loyd |
3/4/5
PRESIDENT & CEO, Director
|
0%
|
$1,967,238
429,528 shares
|
— | 30 Jun 2026 |
| Edward J. Dipaolo |
3/4/5
Director
|
0%
|
$1,477,329
338,837 shares
|
— | 04 Dec 2025 |
| Ryan Stash |
3/4/5
SVP & CFO
|
0%
|
$1,280,458
279,576 shares
|
— | 30 Jun 2026 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q2 2026
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
34
Shares
1,993,695
Rows available
34
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.
Compare Q2 2026 vs Q1 2026 Across Filers
Q1 2026 holders
121
Q2 2026 holders
34
Holder diff
-87
| Investor | Q1 2026 Shares | Q2 2026 Shares | Share Diff | Share Chg % | Q1 2026 value | Q2 2026 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend