EPMNYSECrude Petroleum & Natural GasFiscal year ends June 30
EVOLUTION PETROLEUM CORP
Financials through Q4 FY2026, quarter ended Jun 30, 2026Last filing: 10-K on Sep 16, 2026
$3.75+0.04 (+1.08%)
Close on Oct 19, 2026
- Market cap
- $131.50M
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
44.9%
18M of 40M shares
Institutional holders
118
18 new, 19 sold out
Net institutional buying
0M
In Q2 2026
Insider trades, 12 months
0 buys · 0 sales
Open-market trades only
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 2,135,248 | 6.20% | 13G (passive) amendment | Mar 31, 2025 |
| WealthTrust Axiom LLC | 1,950,728,273 | 5.62% | 13G (passive) amendment | Dec 31, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of EPM | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 2,416,712 | 6.02% | $8.89M | +50,896 | 0.00% |
| WealthTrust Axiom LLC | 2,212,619 | 5.51% | $8.14M | +76,403 | 1.82% |
| Dimensional Fund Advisors LP | 1,488,715 | 3.71% | $5.48M | +35,497 | 0.00% |
| Vanguard Capital Management LLC | 1,272,857 | 3.17% | $4.68M | +25,123 | 0.00% |
| American Century Companies Inc | 1,075,062 | 2.68% | $3.96M | −9,277 | 0.00% |
| Renaissance Technologies LLC | 1,029,814 | 2.56% | $3.79M | +76,917 | 0.01% |
| Raymond James Financial Inc | 996,428 | 2.48% | $3.67M | −33,070 | 0.00% |
| Geode Capital Management, LLC | 885,707 | 2.20% | $3.26M | +107,342 | 0.00% |
| CWA Asset Management Group, LLC | 805,762 | 2.01% | $2.97M | +96,475 | 0.09% |
| State Street Corp | 691,691 | 1.72% | $2.55M | −813 | 0.00% |
| Morgan Stanley | 637,694 | 1.59% | $2.35M | −13,635 | 0.00% |
| North Star Investment Management Corp. | 431,388 | 1.07% | $1.59M | +210 | 0.09% |
| Aqr Capital Management LLC | 375,692 | 0.94% | $1.38M | +342,166 | 0.00% |
| Register Financial Advisors LLC | 338,176 | 0.84% | $1.24M | +1,338 | 0.38% |
| Northern Trust Corp | 265,468 | 0.66% | $976.92K | −43,368 | 0.00% |
| Vanguard Fiduciary Trust Co | 225,493 | 0.56% | $829.81K | +16,865 | 0.00% |
| Vanguard Portfolio Management LLC | 222,300 | 0.55% | $818.06K | +34,985 | 0.00% |
| Quantinno Capital Management LP | 171,610 | 0.43% | $631.53K | +105,080 | 0.00% |
| Goldman Sachs Group Inc | 164,526 | 0.41% | $605.46K | −121,110 | 0.00% |
| UBS Group AG | 158,947 | 0.40% | $584.93K | −39,566 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 118 | 18M | 44.9% | 18 / 48 | 31 / 19 | 2M | 1M |
| Q1 2026 | 122 | 18M | 44.5% | 26 / 40 | 40 / 19 | 3M | 2M |
| Q4 2025 | 119 | 18M | 45.2% | 23 / 35 | 43 / 20 | 2M | 4M |
| Q3 2025 | 116 | 20M | 49.7% | 16 / 42 | 36 / 8 | 1M | 1M |
| Q2 2025 | 109 | 20M | 48.6% | 13 / 40 | 36 / 15 | 1M | 1M |
| Q1 2025 | 112 | 19M | 48.3% | 12 / 37 | 45 / 12 | 1M | 1M |
| Q4 2024 | 113 | 19M | 48.0% | 20 / 43 | 27 / 19 | 1M | 1M |
| Q3 2024 | 114 | 19M | 46.7% | 29 / 36 | 28 / 16 | 4M | 1M |
| Q2 2024 | 102 | 19M | 47.3% | 20 / 42 | 26 / 21 | 1M | 3M |
| Q1 2024 | 103 | 21M | 51.5% | 15 / 33 | 42 / 21 | 2M | 2M |
| Q4 2023 | 109 | 21M | 51.4% | 12 / 47 | 31 / 19 | 2M | 2M |
| Q3 2023 | 116 | 20M | 50.3% | 23 / 43 | 33 / 19 | 2M | 2M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of EPM | Value | % of fund | As of |
|---|---|---|---|---|---|
| Avantis U.S. Small Cap Value ETF | 902,468 | 2.25% | $3.83M | 0.01% | May 31, 2026 |
| Vanguard Total Stock Market Index Fund | 898,454 | 2.24% | $3.31M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 772,371 | 1.92% | $2.84M | 0.00% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 381,832 | 0.95% | $1.41M | 0.00% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 340,876 | 0.85% | $1.25M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 Growth ETF | 283,587 | 0.71% | $1.04M | 0.01% | Jun 30, 2026 |
| U.S. Small Cap Value Portfolio | 251,328 | 0.63% | $924.89K | 0.00% | Jul 31, 2026 |
| North Star Dividend Fund | 220,000 | 0.55% | $932.80K | 0.96% | May 31, 2026 |
| Dimensional U.S. Targeted Value ETF | 195,950 | 0.49% | $721.10K | 0.00% | Jul 31, 2026 |
| U.S. Targeted Value Portfolio | 194,776 | 0.48% | $716.78K | 0.00% | Jul 31, 2026 |
| BlackRock Advantage Small Cap Core Fund | 192,624 | 0.48% | $816.73K | 0.02% | May 29, 2026 |
| North Star Micro Cap Fund | 184,000 | 0.46% | $780.16K | 0.42% | May 31, 2026 |
| Fidelity Extended Market Index Fund | 174,997 | 0.44% | $741.99K | 0.00% | May 31, 2026 |
| Vanguard Russell 2000 Index Fund | 163,357 | 0.41% | $692.63K | 0.00% | May 31, 2026 |
| Dimensional US Small Cap Value ETF | 134,856 | 0.34% | $496.27K | 0.01% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Kelly William Loyd | PRESIDENT & CEO, Director | 585,277 | 1.46% | Sep 21, 2026 |
| Ryan Stash | SVP & CFO | 370,974 | 0.92% | Sep 21, 2026 |
| John Mark Bunch | COO | 270,411 | 0.67% | Sep 21, 2026 |
| Kelly Beatty | CHIEF ACCOUNTING OFFICER | 103,199 | 0.26% | Sep 21, 2026 |
| Marjorie Anne Hargrave | Director | 117,992 | 0.29% | Dec 8, 2025 |
| Myra C. Bierria | Director | 86,122 | 0.21% | Dec 8, 2025 |
| Robert S. Herlin | Director | 1,836,715 | 4.57% | Dec 8, 2025 |
| William Dozier | Director | 264,224 | 0.66% | Dec 8, 2025 |
| Edward John DiPaolo | Director | 338,837 | 0.84% | Dec 8, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Kelly William Loyd PRESIDENT & CEO, Director | Sep 17, 2026 | Award | +168,049 | – | – | 585,277 |
| Ryan Stash SVP & CFO | Sep 17, 2026 | Award | +97,561 | – | – | 370,974 |
| John Mark Bunch COO | Sep 17, 2026 | Award | +91,120 | – | – | 270,411 |
| Kelly Beatty CHIEF ACCOUNTING OFFICER | Sep 17, 2026 | Award | +34,357 | – | – | 103,199 |
| Ryan Stash SVP & CFO | Sep 1, 2026 | Tax withholding | −6,163 | $3.69 | $22.74K | 273,413 |
| Kelly William Loyd PRESIDENT & CEO, Director | Sep 1, 2026 | Tax withholding | −12,300 | $3.69 | $45.39K | 417,228 |
| Kelly Beatty CHIEF ACCOUNTING OFFICER | Sep 1, 2026 | Tax withholding | −2,897 | $3.69 | $10.69K | 68,842 |
| John Mark Bunch COO | Sep 1, 2026 | Tax withholding | −6,757 | $3.69 | $24.93K | 179,291 |
| John Mark Bunch COO | Jun 30, 2026 | Returned to company | −28,518 | – | – | 186,048 |
| Kelly William Loyd PRESIDENT & CEO, Director | Jun 30, 2026 | Returned to company | −52,595 | – | – | 429,528 |
| Ryan Stash SVP & CFO | Jun 30, 2026 | Returned to company | −27,321 | – | – | 279,576 |
| Kelly Beatty CHIEF ACCOUNTING OFFICER | Jun 30, 2026 | Returned to company | −5,891 | – | – | 71,739 |
| John Mark Bunch COO | Feb 20, 2026 | Tax withholding | −8,910 | $4.43 | $39.47K | 214,566 |
| Myra C. Bierria Director | Dec 4, 2025 | Award | +24,214 | – | – | 86,122 |
| William Dozier Director | Dec 4, 2025 | Award | +24,214 | – | – | 264,224 |
| Robert S. Herlin Director | Dec 4, 2025 | Award | +24,214 | – | – | 1,836,715 |
| Marjorie Anne Hargrave Director | Dec 4, 2025 | Award | +24,214 | – | – | 117,992 |
| Edward John DiPaolo Director | Dec 4, 2025 | Award | +24,214 | – | – | 338,837 |
| Kelly William Loyd PRESIDENT & CEO, Director | Oct 31, 2025 | Tax withholding | −9,649 | $4.38 | $42.26K | 482,123 |
| John Mark Bunch COO | Sep 18, 2025 | Award | +55,759 | – | – | 223,476 |
| Kelly Beatty CHIEF ACCOUNTING OFFICER | Sep 18, 2025 | Award | +18,922 | – | – | 77,630 |
| Kelly William Loyd PRESIDENT & CEO, Director | Sep 18, 2025 | Award | +102,834 | – | – | 491,772 |
| Ryan Stash SVP & CFO | Sep 18, 2025 | Award | +53,419 | – | – | 306,897 |
| Ryan Stash SVP & CFO | Aug 29, 2025 | Tax withholding | −5,438 | $5.16 | $28.06K | 253,478 |
| Kelly Beatty CHIEF ACCOUNTING OFFICER | Aug 29, 2025 | Tax withholding | −1,414 | $5.16 | $7.30K | 58,708 |
| John Mark Bunch COO | Aug 29, 2025 | Tax withholding | −4,699 | $5.16 | $24.25K | 167,717 |
| Kelly William Loyd PRESIDENT & CEO, Director | Aug 29, 2025 | Tax withholding | −10,922 | $5.16 | $56.36K | 388,938 |
| Ryan Stash SVP & CFO | Jun 30, 2025 | Tax withholding | −8,827 | $4.70 | $41.49K | 258,916 |
| Kelly Beatty CHIEF ACCOUNTING OFFICER | Jun 30, 2025 | Tax withholding | −1,280 | $4.70 | $6.02K | 60,122 |
| Kelly William Loyd PRESIDENT & CEO, Director | Jun 30, 2025 | Tax withholding | −18,247 | $4.70 | $85.76K | 399,860 |
| John Mark Bunch COO | Jun 30, 2025 | Tax withholding | −3,297 | $4.70 | $15.50K | 172,416 |
| Kelly Beatty CHIEF ACCOUNTING OFFICER | Feb 21, 2025 | Tax withholding | −2,965 | $5.13 | $15.21K | 61,402 |
| John Mark Bunch COO | Feb 21, 2025 | Tax withholding | −8,691 | $5.13 | $44.58K | 175,713 |
| Myra C. Bierria Director | Dec 5, 2024 | Award | +17,483 | – | – | 61,908 |
| Robert S. Herlin Director | Dec 5, 2024 | Award | +17,483 | – | – | 1,812,501 |
| Marjorie Anne Hargrave Director | Dec 5, 2024 | Award | +17,483 | – | – | 93,778 |
| William Dozier Director | Dec 5, 2024 | Award | +17,483 | – | – | 240,010 |
| Edward John DiPaolo Director | Dec 5, 2024 | Award | +17,483 | – | – | 314,623 |
| Ryan Stash SVP & CFO | Nov 18, 2024 | Tax withholding | −7,671 | $5.91 | $45.34K | 267,743 |
| Kelly William Loyd PRESIDENT & CEO, Director | Nov 1, 2024 | Tax withholding | −9,692 | $5.15 | $49.91K | 418,107 |
| Kelly William Loyd PRESIDENT & CEO, Director | Sep 17, 2024 | Award | +104,360 | – | – | 427,799 |
| Ryan Stash SVP & CFO | Sep 17, 2024 | Award | +54,212 | – | – | 275,414 |
| John Mark Bunch COO | Sep 17, 2024 | Award | +56,587 | – | – | 184,404 |
| Kelly Beatty CHIEF ACCOUNTING OFFICER | Sep 17, 2024 | Award | +19,203 | – | – | 64,812 |
| Kelly Beatty CHIEF ACCOUNTING OFFICER | Sep 17, 2024 | Tax withholding | −445 | $5.15 | $2.29K | 64,367 |
| Ryan Stash SVP & CFO | Aug 30, 2024 | Tax withholding | −5,644 | $5.15 | $29.07K | 221,202 |
| Kelly Beatty CHIEF ACCOUNTING OFFICER | Aug 30, 2024 | Tax withholding | −451 | $5.15 | $2.32K | 45,609 |
| Kelly William Loyd PRESIDENT & CEO, Director | Aug 30, 2024 | Tax withholding | −6,373 | $5.15 | $32.82K | 323,439 |
| John Mark Bunch COO | Aug 30, 2024 | Tax withholding | −2,239 | $5.15 | $11.53K | 127,817 |
| Ryan Stash SVP & CFO | Jun 28, 2024 | Tax withholding | −15,120 | $5.27 | $79.68K | 226,846 |
| Kelly Beatty CHIEF ACCOUNTING OFFICER | Jun 7, 2024 | Award | +500 | – | – | 46,060 |
| Kelly Beatty CHIEF ACCOUNTING OFFICER | Feb 22, 2024 | Tax withholding | −2,965 | $5.66 | $16.78K | 45,560 |
| John Mark Bunch COO | Feb 21, 2024 | Tax withholding | −5,930 | $5.68 | $33.68K | 130,056 |
| Kelly Beatty CHIEF ACCOUNTING OFFICER | Feb 15, 2024 | Award | +5,000 | – | – | 48,525 |
| Marjorie Anne Hargrave Director | Dec 7, 2023 | Award | +16,807 | – | – | 76,295 |
| Edward John DiPaolo Director | Dec 7, 2023 | Award | +16,807 | – | – | 297,140 |
| Myra C. Bierria Director | Dec 7, 2023 | Award | +16,807 | – | – | 44,425 |
| William Dozier Director | Dec 7, 2023 | Award | +16,807 | – | – | 222,527 |
| Robert S. Herlin Director | Dec 7, 2023 | Award | +16,807 | – | – | 1,795,018 |
| Ryan Stash SVP & CFO | Nov 17, 2023 | Tax withholding | −7,694 | $5.91 | $45.47K | 241,966 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.