Evolution Petroleum Corporation
US ˙ NYSEAM ˙ US30049A1079

SecurityEPM / Evolution Petroleum Corporation
InstitutionNorthern Trust Corp
Latest Disclosed Ownership308,836 shares
Latest Disclosed Value $ 1,414,470
Northern Trust Corp reports 0.78% increase in ownership of EPM / Evolution Petroleum Corporation

On May 14, 2026 - Northern Trust Corp filed a 13F-HR form disclosing ownership of 308,836 shares of Evolution Petroleum Corporation (US:EPM) valued at $1,414,469 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 306,431 shares of Evolution Petroleum Corporation. This represents a change in shares of 0.78% during the quarter. The current value of the position is $1,405,204 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-14 2026-03-31 13F EVOLUTION PETE COM 30049A107 308,836 2,405 0.78 1,414 30.44 0.0002
2026-02-17 2025-12-31 13F EVOLUTION PETE COM 30049A107 306,431 -8,893 -2.82 1,085 -28.64 0.0001
2025-11-14 2025-09-30 13F EVOLUTION PETE COM 30049A107 315,324 3,092 0.99 1,520 3.54 0.0002
2025-08-13 2025-06-30 13F EVOLUTION PETE COM 30049A107 312,232 -2,278 -0.72 1,467 -9.94 0.0002
2025-05-13 2025-03-31 13F EVOLUTION PETE COM 30049A107 314,510 -5,274 -1.65 1,629 -2.57 0.0002
2025-02-14 2024-12-31 13F EVOLUTION PETE COM 30049A107 319,784 14,727 4.83 1,672 3.27 0.0002
2024-11-13 2024-09-30 13F EVOLUTION PETE COM 30049A107 305,057 1,677 0.55 1,620 1.31 0.0003
2024-08-14 2024-06-30 13F EVOLUTION PETE COM 30049A107 303,380 -19,714 -6.10 1,599 -19.42 0.0003
2024-05-14 2024-03-31 13F EVOLUTION PETE COM 30049A107 323,094 -5,402 -1.64 1,984 3.93 0.0003
2024-02-13 2023-12-31 13F EVOLUTION PETE COM 30049A107 328,496 14,116 4.49 1,909 -11.26 0.0003
2023-11-13 2023-09-30 13F EVOLUTION PETE COM 30049A107 314,380 -2,872 -0.91 2,150 -16.02 0.0004
2023-08-11 2023-06-30 13F EVOLUTION PETE COM 30049A107 317,252 213,148 204.75 2,560 290.24 0.0005
2023-05-15 2023-03-31 13F EVOLUTION PETE COM 30049A107 104,104 1,926 1.88 657 -14.92 0.0001
2023-02-13 2022-12-31 13F EVOLUTION PETE COM 30049A107 102,178 -385 -0.38 771 7.98 0.0002
2022-11-14 2022-09-30 13F EVOLUTION PETE COM 30049A107 102,563 3,199 3.22 714 31.73 0.0002
2022-08-12 2022-06-30 13F EVOLUTION PETE COM 30049A107 99,364 -101 -0.10 542 -19.82 0.0001
2022-05-13 2022-03-31 13F EVOLUTION PETE COM 30049A107 99,465 -5,007 -4.79 676 28.03 0.0001
2022-02-08 2021-12-31 13F EVOLUTION PETE COM 30049A107 104,472 1,874 1.83 528 -9.43 0.0001
2021-11-15 2021-09-30 13F EVOLUTION PETE COM 30049A107 102,598 1,007 0.99 583 15.67 0.0001
2021-08-13 2021-06-30 13F EVOLUTION PETE COM 30049A107 101,591 -215,298 -67.94 504 -52.94 0.0001
2021-05-12 2021-03-31 13F EVOLUTION PETE COM 30049A107 316,889 -34,616 -9.85 1,071 6.89 0.0002
2021-02-11 2020-12-31 13F EVOLUTION PETE COM 30049A107 351,505 -8,674 -2.41 1,002 24.16 0.0002
2020-11-16 2020-09-30 13F EVOLUTION PETE COM 30049A107 360,179 -45,071 -11.12 807 -28.90 0.0002
2020-08-14 2020-06-30 13F EVOLUTION PETROLEUM COM 30049A107 405,250 -19,207 -4.53 1,135 2.44 0.0003
2020-05-14 2020-03-31 13F EVOLUTION PETROLEUM COM 30049A107 424,457 28,079 7.08 1,108 -48.89 0.0003
2020-02-14 2019-12-31 13F EVOLUTION PETROLEUM COM 30049A107 396,378 -6,491 -1.61 2,168 -7.82 0.0005
2019-11-13 2019-09-30 13F EVOLUTION PETROLEUM COM 30049A107 402,869 32,422 8.75 2,352 -11.21 0.0006
2019-08-13 2019-06-30 13F EVOLUTION PETROLEUM COM 30049A107 370,447 -7,995 -2.11 2,649 3.72 0.0006
2019-05-13 2019-03-31 13F EVOLUTION PETROLEUM COM 30049A107 378,442 -4,605 -1.20 2,554 -2.26 0.0006
2019-02-12 2018-12-31 13F EVOLUTION PETROLEUM COM 30049A107 383,047 17,626 4.82 2,613 -35.29 0.0007
2018-11-14 2018-09-30 13F EVOLUTION PETROLEUM COM 30049A107 365,421 -2,043 -0.56 4,038 11.58 0.0010
2018-09-18 2018-06-30 13F/A-1 EVOLUTION PETROLEUM COM 30049A107 367,464 9,679 2.71 3,619 25.66 0.0009
2018-08-14 2018-06-30 13F EVOLUTION PETROLEUM COM 30049A107 367,464 9,679 3,619
2018-05-09 2018-03-31 13F EVOLUTION PETROLEUM COM 30049A107 357,785 -16,185 -4.33 2,880 12.41 0.0007
2018-02-14 2017-12-31 13F EVOLUTION PETROLEUM COM 30049A107 373,970 8,432 2.31 2,562 -2.66 0.0006
2017-11-13 2017-09-30 13F EVOLUTION PETROLEUM COM 30049A107 365,538 -14,968 -3.93 2,632 -14.63 0.0007
2017-08-11 2017-06-30 13F EVOLUTION PETROLEUM COM 30049A107 380,506 58,964 18.34 3,083 19.87 0.0009
2017-05-12 2017-03-31 13F EVOLUTION PETROLEUM COM 30049A107 321,542 4,348 1.37 2,572 -18.92 0.0007
2017-02-13 2016-12-31 13F EVOLUTION PETROLEUM COM 30049A107 317,194 11,095 3.62 3,172 65.04 0.0010
2016-11-09 2016-09-30 13F EVOLUTION PETROLEUM COM 30049A107 306,099 2,142 0.70 1,922 15.57 0.0006
2016-08-12 2016-06-30 13F EVOLUTION PETROLEUM COM 30049A107 303,957 -6,552 -2.11 1,663 10.21 0.0005
2016-08-19 2016-03-31 13F/A-1 EVOLUTION PETROLEUM COM 30049A107 310,509 3,558 1.16 1,509 2.17 0.0005
2016-05-13 2016-03-31 13F EVOLUTION PETROLEUM COM 30049A107 310,509 1,509
2016-02-12 2015-12-31 13F EVOLUTION PETROLEUM COM 30049A107 306,951 22,392 7.87 1,477 -6.46 0.0005
2015-11-12 2015-09-30 13F EVOLUTION PETROLEUM COM 30049A107 284,559 43,105 17.85 1,579 -0.75 0.0005
2015-08-13 2015-06-30 13F EVOLUTION PETROLEUM COM 30049A107 241,454 -3,938 -1.60 1,591 8.97 0.0011
2015-05-14 2015-03-31 13F EVOLUTION PETROLEUM COM 30049A107 245,392 -4,186 -1.68 1,460 -21.25 0.0004
2015-02-12 2014-12-31 13F EVOLUTION PETROLEUM COM 30049A107 249,578 4,207 1.71 1,854 -17.71 0.0006
2014-11-13 2014-09-30 13F EVOLUTION PETROLEUM COM 30049A107 245,371 15,291 6.65 2,253 -10.56 0.0007
2014-08-14 2014-06-30 13F EVOLUTION PETROLEUM COM 30049A107 230,080 -23,484 -9.26 2,519 -21.96 0.0008
2014-05-14 2014-03-31 13F EVOLUTION PETROLEUM COM 30049A107 253,564 -10,726 -4.06 3,228 -1.01 0.0010
2014-02-21 2013-12-31 13F/A-1 EVOLUTION PETROLEUM COM 30049A107 264,290 8,356 3.26 3,261 13.15 0.0010
2014-02-12 2013-12-31 13F EVOLUTION PETROLEUM COM 30049A107 264,290 3,261
2013-11-13 2013-09-30 13F EVOLUTION PETROLEUM COM 30049A107 255,934 4,788 1.91 2,882 5.18 0.0010
2013-08-09 2013-06-30 13F EVOLUTION PETROLEUM COM 30049A107 251,146 251,146 2,740 0.0010
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.