DIMENSIONAL FUND ADVISORS LP

Position in EPM — Evolution Petroleum Corp

CIK 354204 AUSTIN, TX

Back to EPM Full portfolio

Position in EPM

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$5,478,469

-$1,177,268 QoQ

Shares Held

1,488,715

+2.4% QoQ

Ownership

4.15%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

of 118 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 92% Shared 6% None 3%

Common Shares in EPM Over Time

Shares Held

Position Value (USD)

Position in Oil & Gas E&P

Energy · as of Jun 30, 2026

DIMENSIONAL FUND ADVISORS LP holds $9,784,630,019 across 51 Oil & Gas E&P names. EPM ranks #40 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COP	Conocophillips	11,230,854	$1,167,559,580
2	EOG	Eog Resources Inc	6,010,495	$779,741,514
3	DVN	Devon Energy Corp/De	16,907,374	$698,612,691
4	APA	APA Corp	16,838,388	$548,426,294
5	OVV	Ovintiv Inc.	10,406,046	$547,878,319
6	PR	Permian Resources Corp	27,193,401	$500,630,509
7	OXY	Occidental Petroleum Corp /De/	10,026,694	$486,996,526
8	AR	ANTERO RESOURCES Corp	12,699,737	$446,268,755

All Filings in EPM

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,478,469	1,488,715	+2.4%	Shares	Sole	2026-08-11
2026-03-31	$6,655,737	1,453,218	+2.3%	Shares	Sole	2026-05-07
2025-12-31	$5,028,841	1,420,577	-0.8%	Shares	Sole	2026-02-12
2025-09-30	$6,904,933	1,432,559	-2.2%	Shares	Sole	2025-11-12
2025-06-30	$6,887,261	1,465,375	-3.1%	Shares	Sole	2025-08-12
2025-03-31	$7,836,909	1,512,917	+0.2%	Shares	Sole	2025-05-13
2024-12-31	$7,899,674	1,510,454	+6.3%	Shares	Sole	2025-02-13
2024-09-30	$7,544,218	1,420,757	+6.3%	Shares	Sole	2024-11-07
2024-06-30	$7,042,552	1,336,348	+0.4%	Shares	Sole	2024-08-09
2024-03-31	$8,172,940	1,331,098	+3.3%	Shares	Sole	2024-05-10
2023-12-31	$7,484,295	1,288,175	+2.6%	Shares	Sole	2024-02-07
2023-09-30	$8,586,094	1,255,277	+2.5%	Shares	Sole	2023-11-09
2023-06-30	$9,880,794	1,224,386	+8.1%	Shares	Sole	2023-08-09
2023-03-31	$7,149,108	1,132,981	+8.1%	Shares	Sole	2023-05-12
2022-12-31	$7,911,055	1,047,822	-0.0%	Shares	Sole	2023-02-09
2022-09-30	$7,293,293	1,047,887	+4.7%	Shares	Sole	2022-11-10
2022-06-30	$5,464,721	1,000,865	+7.2%	Shares	Sole	2022-08-12
2022-03-31	$6,340,889	933,857	+3.8%	Shares	Defined	2022-05-13
2021-12-31	$4,543,096	899,623	-7.7%	Shares	Defined	2022-02-09
2021-09-30	$5,537,806	974,966	-11.2%	Shares	Defined	2021-11-12
2021-06-30	$5,445,345	1,097,852	-5.2%	Shares	Defined	2021-08-12
2021-03-31	$3,916,314	1,158,673	-1.0%	Shares	Defined	2021-05-14
2020-12-31	$3,335,298	1,170,280	-8.9%	Shares	Defined	2021-03-08
2020-09-30	$2,876,966	1,284,360	-2.6%	Shares	Defined	2020-11-12
2020-06-30	$3,693,370	1,319,061	-3.3%	Shares	Defined	2020-08-13
2020-03-31	$3,559,951	1,363,966	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.