Comparable stake leader
BlackRock, Inc.
SEC ownership of EVOLUTION PETROLEUM CORP
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001006655.
Disclosed value leader
WealthTrust Axiom LLC
Comparable rows
50/50
Latest evidence
30 Jun 2026
- Public ticker
- EPM on NYSE
- Parsed ownership sources
-
13D/G, 13F, and 3/4/5
Source: Parsed SEC ownership filingsUse: Compare filing families carefully
- Largest SEC-reported holder
-
BlackRock, Inc.
Ranking: Comparable ownership first, then disclosed value
- Comparable ownership rows
-
50 of 50
Meaning: Rows with safely comparable ownership %
- Latest 13D/G holder
-
BlackRock, Inc.
Source: Latest parsed Schedule 13D/G stake
- Latest parsed ownership date
-
30 Jun 2026
Freshness: Most recent filing date in this holder set
- Issuer CIK
- 0001006655
- Issuer location
- Houston, TX
Ownership snapshot
CIK-linked ownership evidence from parsed SEC filings.
3 signals
Issuer
Names, identifiers, and filing context for this profile.
2 identity fields
Ownership snapshot
Top shareholders of EVOLUTION PETROLEUM CORP (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
50/50
Latest evidence
30 Jun 2026
13D/G
13F
3/4/5
Lead comparable stake: 6.2%
13D/G row: BlackRock, Inc.
Showing 1-8 of 50 holder rows.
Quick read
BlackRock, Inc. leads the comparable SEC ownership view at 6.2%.
50 of 50 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%
Edward J. Dipaolo
0%
William Dozier
0%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-8 of 50 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| BlackRock, Inc. |
13D/G
13F
Company
|
6.2%
|
$9,053,452
2,135,248 shares
|
$0 | 31 Mar 2025 |
| 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 |
| Edward J. Dipaolo |
3/4/5
Director
|
0%
|
$1,477,329
338,837 shares
|
— | 04 Dec 2025 |
| William Dozier |
3/4/5
Director
|
0%
|
$1,152,016
264,224 shares
|
— | 04 Dec 2025 |
| Marjorie A. Hargrave |
3/4/5
Director
|
0%
|
$514,445
117,992 shares
|
— | 04 Dec 2025 |
| Myra C. Bierria |
3/4/5
Director
|
0%
|
$375,491
86,122 shares
|
— | 04 Dec 2025 |
| DIMENSIONAL FUND ADVISORS LP |
13F
Company
|
0%
|
$5,478,600
1,488,715 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.
Forms 3/4/5 flow
Insider trading overview
Insider buy and sell flow is broadly balanced over the last 12 months. No Buy or Sell transactions have been reported since 27 Sep 2025.
Buys
$0
Insiders: 0
Sells
$0
Insiders: 0
Net
$0
Shares: 0
Window
Last 12 months
4 rolling buckets
Buy value
Sell value
Shares: 0
Shares: 0
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 0 | $0 | $0 | $0 |
| 3-6 | 0 | 0 | $0 | $0 | $0 |
| 6-9 | 0 | 0 | $0 | $0 | $0 |
| 9-12 | 0 | 0 | $0 | $0 | $0 |
Reporting owners
Insider holders from Forms 3/4/5
Showing 1-11 of 11 reporting-owner rows connected to EVOLUTION PETROLEUM CORP. Open a relationship link for the CIK-to-CIK filing trail.
Rows
11
Largest Forms 3/4/5 holder
Robert S. Herlin
Net 12M change
$0
Latest report
17 Sep 2026
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Robert S. Herlin | Director | $8,008,077 | Mixed | 04 Dec 2025 | ||
| Kelly W. Loyd | PRESIDENT & CEO, Director | $2,153,819 | Median | 17 Sep 2026 | ||
| Edward J. Dipaolo | Director | $1,477,329 | Mixed | 04 Dec 2025 | ||
| Ryan Stash | Svp & Cfo | $1,365,184 | Median | 17 Sep 2026 | ||
| Jason E. Brown | Former President & Ceo | $1,165,103 | Mixed | 30 Jun 2022 | ||
| William Dozier | Director | $1,152,016 | Mixed | 04 Dec 2025 | ||
| John Mark Bunch | Coo | $995,112 | Median | 17 Sep 2026 | ||
| Marjorie A. Hargrave | Director | $514,445 | Mixed | 04 Dec 2025 | ||
| Kelly Beatty | Chief Accounting Officer | $379,772 | Median | 17 Sep 2026 | ||
| Myra C. Bierria | Director | $375,491 | Mixed | 04 Dec 2025 | ||
| Roderick A. Schultz | Chief Accounting Officer | $304,560 | Mixed | 02 Aug 2021 |
Recent insider transactions for EVOLUTION PETROLEUM CORP
Showing up to 300 recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Kelly W. Loyd | EPM | Common Stock | Award | 40.3% | 168,049 | 585,277 | 17 Sep 2026 | Direct | ||
| Kelly W. Loyd | EPM | Performance Stock Unit | Award | 84,025 | 84,025 | 17 Sep 2026 | Direct | |||
| Kelly Beatty | EPM | Common Stock | Award | 49.9% | 34,357 | 103,199 | 17 Sep 2026 | Direct | ||
| Kelly Beatty | EPM | Performance Stock Unit | Award | 17,179 | 17,179 | 17 Sep 2026 | Direct | |||
| Ryan Stash | EPM | Common Stock | Award | 35.7% | 97,561 | 370,974 | 17 Sep 2026 | Direct | ||
| Ryan Stash | EPM | Performance Stock Unit | Award | 48,781 | 48,781 | 17 Sep 2026 | Direct | |||
| John Mark Bunch | EPM | Common Stock | Award | 50.8% | 91,120 | 270,411 | 17 Sep 2026 | Direct | ||
| John Mark Bunch | EPM | Performance Stock Unit | Award | 45,560 | 45,560 | 17 Sep 2026 | Direct | |||
| Ryan Stash | EPM | Common Stock | Tax liability | -2.2% | -6,163 | 273,413 | 01 Sep 2026 | Direct | ||
| Kelly Beatty | EPM | Common Stock | Tax liability | -4.04% | -2,897 | 68,842 | 01 Sep 2026 | Direct | ||
| Kelly W. Loyd | EPM | Common Stock | Tax liability | -2.86% | -12,300 | 417,228 | 01 Sep 2026 | Direct | ||
| John Mark Bunch | EPM | Common Stock | Tax liability | -3.63% | -6,757 | 179,291 | 01 Sep 2026 | Direct | ||
| Kelly Beatty | EPM | Common Stock | Disposed to Issuer | -7.59% | -5,891 | 71,739 | 30 Jun 2026 | Direct | ||
| Ryan Stash | EPM | Common Stock | Disposed to Issuer | -8.9% | -27,321 | 279,576 | 30 Jun 2026 | Direct | ||
| John Mark Bunch | EPM | Common Stock | Disposed to Issuer | -13.3% | -28,518 | 186,048 | 30 Jun 2026 | Direct | ||
| Kelly W. Loyd | EPM | Common Stock | Disposed to Issuer | -10.9% | -52,595 | 429,528 | 30 Jun 2026 | Direct | ||
| John Mark Bunch | EPM | Common Stock | Tax liability | -3.99% | -8,910 | 214,566 | 20 Feb 2026 | Direct | ||
| Robert S. Herlin | EPM | Common Stock | Award | 1.34% | 24,214 | 1,836,715 | 04 Dec 2025 | Direct | ||
| Marjorie A. Hargrave | EPM | Common Stock | Award | 25.8% | 24,214 | 117,992 | 04 Dec 2025 | Direct | ||
| William Dozier | EPM | Common Stock | Award | 10.1% | 24,214 | 264,224 | 04 Dec 2025 | Direct | ||
| Edward J. Dipaolo | EPM | Common Stock | Award | 7.7% | 24,214 | 338,837 | 04 Dec 2025 | Direct | ||
| Myra C. Bierria | EPM | Common Stock | Award | 39.1% | 24,214 | 86,122 | 04 Dec 2025 | Direct | ||
| Kelly W. Loyd | EPM | Common Stock | Tax liability | -1.96% | -9,649 | 482,123 | 31 Oct 2025 | Direct |
* marks a reported price that did not pass the local price check.