Public ownership evidence

Evolution Petroleum Corporation (EPM) Ownership Disclosures

Read EPM insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent Form 4 activity

Evolution Petroleum Corporation: source evidence dated 2026-10-10T12:08:28.848Z.

Available
2026-09-21
Trade date
2026-09-17
Reporting owners
Loyd Kelly William
Code
A
Shares
168,049
Reported value
Not reported
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

SEC 0001452310-26-000007
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read EPM fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read EPM fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

See the complete recent form 4 activity

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2026-09-212026-09-17Loyd Kelly WilliamA168,049Not reported
2026-09-212026-09-17Loyd Kelly WilliamA84,025Not reported
2026-09-212026-09-17Beatty KellyA34,357Not reported
2026-09-212026-09-17Beatty KellyA17,179Not reported
2026-09-212026-09-17Stash RyanA97,561Not reported
2026-09-212026-09-17Stash RyanA48,781Not reported
2026-09-212026-09-17Bunch John MarkA45,560Not reported
2026-09-212026-09-17Bunch John MarkA91,120Not reported

90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2026-06-302026-08-25443$1,630None
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2026-06-302026-08-251,630$443,000None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-2043,250$159,161None
Equitable Holdings, Inc.2026-06-302026-08-1810,000$36,800None
Graham Capital Management, L.P.2026-06-302026-08-1526,387$97,104None
SEI INVESTMENTS CO2026-06-302026-08-1516,299$59,980None
NFSG Corp2026-06-302026-08-156,975$25,668None
XTX Topco Ltd2026-06-302026-08-1511,671$42,949None
CHARLES SCHWAB INVESTMENT MANAGEMENT INC2026-06-302026-08-1598,676$363,128None
Sixth Street Partners Management Company, L.P.2026-06-302026-08-1598,676$363,128None
OSAIC HOLDINGS, INC.2026-06-302026-08-154,427$16,291None
OSAIC HOLDINGS, INC.2026-06-302026-08-153,642$13,403None
Schonfeld Strategic Advisors LLC2026-06-302026-08-1591,173$335,515None
Engineers Gate Manager LP2026-06-302026-08-1520,198$74,329None
JANE STREET GROUP, LLC2026-06-302026-08-1516,100$59,248Call
Legal & General Group Plc2026-06-302026-08-152,992$11,011None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1534,621$127,405None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1528,536$105,012None
Michels Family Financial, LLC2026-06-302026-08-1512,458$45,846None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-151,371$5,196None
AQR CAPITAL MANAGEMENT LLC2026-06-302026-08-157,440$27,379None
AQR CAPITAL MANAGEMENT LLC2026-06-302026-08-15510$1,877None
AQR CAPITAL MANAGEMENT LLC2026-06-302026-08-15366,496$1,348,705None
AQR CAPITAL MANAGEMENT LLC2026-06-302026-08-159$33None
AQR CAPITAL MANAGEMENT LLC2026-06-302026-08-15966$3,555None
AQR CAPITAL MANAGEMENT LLC2026-06-302026-08-15271$997None
ROYAL BANK OF CANADA2026-06-302026-08-15940$3,000None
ALLIANCEBERNSTEIN L.P.2026-06-302026-08-1531,610$144,774None
BRIDGEWAY CAPITAL MANAGEMENT, LLC2026-06-302026-08-1555,300$203,504None
D. E. Shaw & Co., Inc.2026-06-302026-08-1546,464$170,988None
CITADEL ADVISORS LLC2026-06-302026-08-1542,500$156,400Call
CITADEL ADVISORS LLC2026-06-302026-08-1548,677$179,131None
Larson Financial Group LLC2026-06-302026-08-15298$1,097None
Invesco Ltd.2026-06-302026-08-1534,219$125,926None
Invesco Ltd.2026-06-302026-08-15890$3,275None
Invesco Ltd.2026-06-302026-08-154,401$16,196None
Invesco Ltd.2026-06-302026-08-1512,772$47,001None
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.2026-06-302026-08-1514,806$54,486None
WELLINGTON MANAGEMENT GROUP LLP2026-06-302026-08-1519,783$72,801None
GOLDMAN SACHS GROUP INC2026-06-302026-08-15164,526$605,456None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15995,998$3,665,273None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15430$1,582None
BARCLAYS PLC2026-06-302026-08-151,297$4,773None
BARCLAYS PLC2026-06-302026-08-157,720$28,409None
PRICE T ROWE ASSOCIATES INC /MD/2026-06-302026-08-1523,204$86,000None
WELLS FARGO & COMPANY/MN2026-06-302026-08-153$10None
WELLS FARGO & COMPANY/MN2026-06-302026-08-1582,529$303,707None
WELLS FARGO & COMPANY/MN2026-06-302026-08-1529,116$107,147None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1563,830$234,895None
VANGUARD PORTFOLIO MANAGEMENT LLC2026-06-302026-08-14222,300$818,064None

90-day public filing window, up to 50 source positions.

CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM ↗CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM ↗MERCER GLOBAL ADVISORS INC /ADV ↗Equitable Holdings, Inc. ↗Graham Capital Management, L.P. ↗SEI INVESTMENTS CO ↗NFSG Corp ↗XTX Topco Ltd ↗CHARLES SCHWAB INVESTMENT MANAGEMENT INC ↗Sixth Street Partners Management Company, L.P. ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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