EPM β€” EVOLUTION PETROLEUM CORP COM

Ownership history in North Star Investment Management Corp.  Β·  31 quarters on record

AI Ownership Summary

North Star Investment Management Corp. reported EVOLUTION PETROLEUM CORP COM (EPM) in 31 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.34% in 2024 Q1. The latest visible filing shows EPM at 0.12% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this EPM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was North Star Investment Management Corp.'s position in EVOLUTION PETROLEUM CORP COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

EPM was reported at 0.12% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.34% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

EPM stock page North Star Investment Management Corp. fund profile North Star Investment Management Corp. full holdings
How North Star Investment Management Corp. held EPM β€” position size vs. price
% of Fund (quarterly)    EPM price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 556,190 -124,797 -18.3% 0.12% $2.0M 2026-02-14 (Est.) $4.26
2025 Q3 REDUCED 680,987 -147,554 -17.8% 0.21% $3.3M 2025-10-22 $4.27
2025 Q2 ADDED 828,541 +145 +0.0% 0.27% $3.9M 2025-07-15 $4.41
2025 Q1 REDUCED 828,396 -4,868 -0.6% 0.31% $4.3M 2025-04-17 $3.90
2024 Q4 ADDED 833,264 +10,129 +1.2% 0.30% $4.4M 2025-02-10 $4.72
2024 Q3 REDUCED 823,135 -4,877 -0.6% 0.30% $4.4M 2024-10-30 $4.54
2024 Q2 ADDED 828,012 +58,643 +7.6% 0.32% $4.4M 2024-08-06 $4.06
2024 Q1 ADDED 769,369 +63,105 +8.9% 0.34% $4.7M 2024-04-30 $4.46
2023 Q4 ADDED 706,264 +94,133 +15.4% 0.32% $4.1M 2024-01-10 $4.68
22 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding EPM

As of 2026 Q1 β€” sorted by position size

MJT & Associates Financial Advisory Group, Inc. 0.0%

FAQ About North Star Investment Management Corp. and EPM

These are the practical questions this page is built to answer before you even open the full history table.

How long has North Star Investment Management Corp. reported owning EPM?

North Star Investment Management Corp. reported EPM across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported EPM position in North Star Investment Management Corp.'s portfolio?

The largest reported portfolio weight for EPM was 0.34% in 2024 Q1.

What is the latest reported EPM position on this page?

The most recent filing on this page is 2025 Q4, when North Star Investment Management Corp. reported 556,190 shares, equal to 0.12% of portfolio, with an estimated market value of $2.0M.

What does the chart on this EPM ownership page compare?

The chart compares North Star Investment Management Corp.'s quarterly EPM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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