EPM — EVOLUTION PETE CORP
As of Q2 2026, 23 SEC-registered investment managers reported holding EPM (EVOLUTION PETE CORP) in their latest 13F filings, with a combined reported value of $24.41M across 6.66M shares. That is -1.5% by share count (-104.54K shares) versus the previous quarter, while reported value moved -20.9%. Ownership is concentrated: the five largest holders account for 80.6% of reported value and the top ten for 92.6%.
Compared with the prior quarter, 1 opened new positions, 12 added to existing stakes, 8 trimmed, 5 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
EPM is classified in the Energy sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| BlackRock Inc history | Q2 2026 | 2.42M | $8.89M | 0.00% | Add |
| Vanguard Group history | Q4 2025 | 1.63M | $5.77M | 0.00% | Add |
| Renaissance Technologies history | Q2 2026 | 1.03M | $3.79M | 0.01% | Add |
| Geode Capital Management history | Q2 2026 | 885.71K | $3.26M | 0.00% | Add |
| Morgan Stanley history | Q2 2026 | 637.69K | $2.35M | 0.00% | Reduce |
| AQR Capital Management history | Q2 2026 | 375.69K | $1.38M | 0.00% | Add |
| Northern Trust Corp history | Q2 2026 | 265.47K | $976.92K | 0.00% | Reduce |
| Point72 Asset Management history | Q1 2026 | 167.76K | $768.35K | 0.00% | Add |
| Goldman Sachs Group history | Q2 2026 | 164.53K | $605.46K | 0.00% | Reduce |
| UBS Group AG history | Q2 2026 | 158.95K | $584.92K | 0.00% | Reduce |
| Wells Fargo & Co history | Q2 2026 | 111.65K | $410.86K | 0.00% | Add |
| Millennium Management history | Q1 2026 | 87.83K | $402.28K | 0.00% | New |
| Prudential Financial history | Q2 2024 | 69.77K | $367.66K | 0.00% | Reduce |
| Charles Schwab Investment Management history | Q2 2026 | 98.68K | $363.13K | 0.00% | Add |
| Citadel Advisors history | Q2 2026 | 91.18K | $335.53K | 0.00% | Reduce |
| BNY Mellon history | Q2 2026 | 84.80K | $312.05K | 0.00% | Reduce |
| Bank of America Corp history | Q2 2026 | 63.83K | $234.90K | 0.00% | Reduce |
| Invesco Ltd history | Q2 2026 | 52.28K | $192.40K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | Q2 2026 | 48.37K | $177.99K | 0.00% | Add |
| D. E. Shaw & Co history | Q2 2026 | 46.46K | $170.99K | 0.00% | Add |
New Positions (Q2 2026)
- JPMorgan Chase & Co 15.29K sh · $56.86K
Fully Exited (vs previous quarter)
- Point72 Asset Management sold 167.76K sh · $768.35K
- Millennium Management sold 87.83K sh · $402.28K
- Two Sigma Investments sold 18.03K sh · $82.59K
- Arrowstreet Capital sold 16.48K sh · $75.47K
- Manulife Financial sold 10.04K sh · $46.00K
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | 2.58M | 2.64M | 2.58M | 2.49M | 2.44M | 2.41M | 2.37M | 2.42M |
| Renaissance Technologies | 2.01M | 2.09M | 2.08M | 2.06M | 1.71M | 1.66M | 1.76M | 1.54M | 1.49M | 1.36M | 1.26M | 1.32M | 1.12M | 1.10M | 1.10M | 1.07M | 1.06M | 1.06M | 952.90K | 1.03M |
| Geode Capital Management | 282.26K | 281.98K | 264.56K | 265.06K | 263.95K | 273.50K | 302.93K | 627.67K | 641.55K | 686.31K | 679.89K | 708.71K | 709.86K | 712.52K | 740.80K | 727.53K | 727.60K | 756.70K | 778.37K | 885.71K |
| Morgan Stanley | 155.61K | 143.37K | 171.04K | 258.32K | 164.61K | 152.28K | 181.86K | 388.39K | 366.92K | 534.57K | 668.69K | 638.09K | 637.39K | 620.58K | 609.04K | 592.60K | 641.07K | 659.96K | 651.33K | 637.69K |
| AQR Capital Management | — | — | — | — | — | — | — | — | 15.71K | 55.64K | 60.05K | 17.73K | — | — | 17.64K | 13.02K | 32.86K | 12.29K | 33.53K | 375.69K |
| Northern Trust Corp | 102.60K | 104.47K | 99.47K | 99.36K | 102.56K | 102.18K | 104.10K | 317.25K | 314.38K | 328.50K | 323.09K | 303.38K | 305.06K | 319.78K | 314.51K | 312.23K | 315.32K | 306.43K | 308.84K | 265.47K |
| Goldman Sachs Group | 88.20K | 85.55K | 84.49K | 84.34K | 43.29K | — | 84.76K | 10.36K | 77.92K | 60.01K | 29.95K | 48.78K | 90.42K | 112.65K | 139.72K | 64.03K | 105.66K | 135.57K | 285.64K | 164.53K |
| UBS Group AG | 4.00K | 895 | — | — | 2.09K | 5.89K | 20.15K | 44.35K | 36.39K | 69.69K | 50.13K | 27.16K | 31.12K | 338.86K | 348.77K | 381.12K | 469.69K | 144.59K | 198.51K | 158.95K |
| Wells Fargo & Co | 436 | 436 | 439 | 204 | 206 | 1.41K | 213 | 13.16K | 7.29K | 8.04K | 9.28K | 42.54K | 45.87K | 63.06K | 63.44K | 104.47K | 95.09K | 86.12K | 67.79K | 111.65K |
| Charles Schwab Investment Management | — | 11.04K | 11.04K | 11.04K | 11.04K | 11.04K | 11.04K | 87.52K | 88.33K | 88.33K | 83.45K | 88.52K | 88.52K | 88.52K | 89.28K | 96.23K | 96.80K | 95.89K | 88.79K | 98.68K |
| Citadel Advisors | 83.73K | 172.99K | 215.62K | 196.65K | 101.18K | 176.89K | 366.63K | 225.64K | 118.30K | 83.60K | 114.80K | 67.55K | 36.19K | 47.55K | 35.78K | 42.90K | 37.30K | 333.50K | 396.20K | 91.18K |
| BNY Mellon | 194.32K | 211.73K | 214.49K | 263.12K | 268.68K | 287.34K | 281.61K | 353.75K | 380.45K | 386.58K | 373.89K | 400.18K | 402.68K | 248.87K | 242.60K | 241.10K | 246.62K | 90.01K | 85.59K | 84.80K |
| Bank of America Corp | 45.83K | 8.98K | 1 | 9.98K | 1.47K | 1.50K | 8.67K | 6.64K | 22.67K | 49.19K | 41.84K | 40.63K | 36.93K | 51.45K | 39.19K | 35.37K | 63.43K | 63.94K | 71.10K | 63.83K |
| Invesco Ltd | — | — | 271.37K | 269.73K | 47.14K | 46.90K | — | 16.11K | 46.91K | 48.10K | 126.55K | 144.73K | 71.75K | 72.65K | 66.86K | 56.79K | 48.71K | 58.03K | 60.31K | 52.28K |
| Fidelity Management & Research (FMR) | 733.94K | 920.09K | 6.63K | 6.49K | 6.38K | 6.29K | 6.29K | 6.89K | 7.16K | 7.79K | 7.51K | 7.16K | 8.81K | 7.04K | 8.01K | 6.46K | 7.19K | 6.53K | 6.78K | 48.37K |
| D. E. Shaw & Co | 201.43K | 272.41K | 279.09K | 184.10K | 194.40K | 106.35K | 53.17K | — | — | — | — | — | — | — | — | — | — | — | 27.69K | 46.46K |
| Deutsche Bank AG | — | — | — | — | — | — | — | 18.68K | 15.19K | 14.63K | 16.39K | 14.39K | 26.11K | 52.09K | 42.98K | 30.85K | 30.84K | 30.84K | 29.27K | 33.29K |
| Citigroup Inc | — | — | 26.75K | — | — | 91.69K | 117.78K | 21.05K | 4.05K | 13.51K | 5.76K | 7.62K | 23.09K | 24.84K | 22.18K | 15.40K | 21.24K | 18.76K | 1.63K | 21.23K |
| Wellington Management Group | — | — | — | — | — | — | — | — | — | — | — | — | 11.79K | 12.16K | 12.43K | 15.19K | 14.67K | 22.15K | 16.55K | 19.78K |
| JPMorgan Chase & Co | 154 | 9.66K | 21.30K | 154 | 154 | 154 | 1.21K | 24.61K | 20.60K | 22.50K | 33.47K | 13.96K | 14.21K | 48.34K | 16.27K | 16.51K | 14.35K | 14.57K | — | 15.29K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details