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CHARLES SCHWAB INVESTMENT MANAGEMENT INC

Position in EPM — Evolution Petroleum Corp

CIK 884546 SAN FRANCISCO, CA

Position in EPM

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$363,127
-$43,517 QoQ
Shares Held
98,676
+11.1% QoQ
Ownership
0.275%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#24
of 118 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in EPM Over Time

Shares Held

Position Value (USD)

Position in Oil & Gas E&P

Energy · as of Jun 30, 2026

CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $11,305,407,025 across 47 Oil & Gas E&P names. EPM ranks #43 (0.0% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in EPM

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24 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $363,127 98,676
2026-03-31 $406,644 88,787
2025-12-31 $339,464 95,894
2025-09-30 $466,551 96,795
2025-06-30 $452,271 96,228
2025-03-31 $462,470 89,280
2024-12-31 $462,980 88,524
2024-09-30 $470,062 88,524
2024-06-30 $466,521 88,524
2024-03-31 $512,370 83,448
2023-12-31 $513,191 88,329
2023-09-30 $604,170 88,329
2023-06-30 $706,318 87,524
2023-03-31 $69,637 11,036
2022-12-31 $83,321 11,036
2022-09-30 $76,810 11,036
2022-06-30 $60,256 11,036
2022-03-31 $74,934 11,036
2021-12-31 $55,731 11,036
2021-03-31 $253,155 74,898
2020-12-31 $213,459 74,898
2020-09-30 $148,659 66,366
2020-06-30 $472,564 168,773
2020-03-31 $431,485 165,320