에볼루션 석유 공사
DE ˙ DB ˙ US30049A1079
€3.65 ↓ -0.00 (-0.14%)
2026-06-04
주가
SecurityDE:EP7 / Evolution Petroleum Corporation
InstitutionMorgan Stanley
Latest Disclosed Ownership651,329 shares
Latest Disclosed Value $ 2,983,087
Morgan Stanley reports 1.31% decrease in ownership of EP7 / Evolution Petroleum Corporation

On May 15, 2026 - Morgan Stanley filed a 13F-HR form disclosing ownership of 651,329 shares of Evolution Petroleum Corporation (DE:EP7) valued at $2,605,316 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on May 27, 2026 disclosing 659,963 shares of Evolution Petroleum Corporation. This represents a change in shares of -1.31% during the quarter. The current value of the position is $2,377,351 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F EVOLUTION PETE COM 30049A107 651,329 -8,634 -1.31 2,983 27.70 0.0002
2026-05-27 2025-12-31 13F/A-1 EVOLUTION PETE COM 30049A107 659,963 18,897 2.95 2,336 -24.38 0.0001
2026-02-13 2025-12-31 13F EVOLUTION PETE COM 30049A107 659,963 18,897 2,336 0.0001
2026-05-27 2025-09-30 13F/A-1 EVOLUTION PETE COM 30049A107 641,066 48,471 8.18 3,090 10.92 0.0002
2025-11-14 2025-09-30 13F EVOLUTION PETE COM 30049A107 641,066 48,471 3,090 0.0002
2025-08-15 2025-06-30 13F EVOLUTION PETE COM 30049A107 592,595 -16,442 -2.70 2,785 -11.70 0.0002
2025-05-15 2025-03-31 13F EVOLUTION PETE COM 30049A107 609,037 -11,541 -1.86 3,155 -2.80 0.0002
2025-05-15 2024-12-31 13F/A-1 EVOLUTION PETE COM 30049A107 620,578 -16,813 -2.64 3,246 -4.11 0.0002
2025-02-14 2024-12-31 13F EVOLUTION PETE COM 30049A107 620,578 -16,813 3,246 0.0002
2025-05-14 2024-09-30 13F/A-2 EVOLUTION PETE COM 30049A107 637,391 -700 -0.11 3,385 0.65 0.0002
2025-02-14 2024-09-30 13F/A-1 EVOLUTION PETE COM 30049A107 637,391 -700 3,385 0.0002
2024-11-14 2024-09-30 13F EVOLUTION PETE COM 30049A107 637,391 -700 3,385 0.0000
2025-05-14 2024-06-30 13F/A-2 EVOLUTION PETE COM 30049A107 638,091 -30,596 -4.58 3,363 -18.10 0.0003
2024-10-17 2024-06-30 13F/A-1 EVOLUTION PETE COM 30049A107 638,091 -30,596 3,363 0.0003
2024-08-14 2024-06-30 13F EVOLUTION PETE COM 30049A107 638,091 -30,596 3,363 0.0003
2024-10-17 2024-03-31 13F/A-2 EVOLUTION PETE COM 30049A107 668,687 134,119 25.09 4,106 32.21 0.0003
2024-08-16 2024-03-31 13F/A-1 EVOLUTION PETE COM 30049A107 668,687 134,119 4,106 0.0000
2024-05-15 2024-03-31 13F EVOLUTION PETE COM 30049A107 668,687 134,119 4,106 0.0003
2024-08-16 2023-12-31 13F/A-1 EVOLUTION PETE COM 30049A107 534,568 167,652 45.69 3,106 23.75 0.0003
2024-02-13 2023-12-31 13F EVOLUTION PETE COM 30049A107 534,568 167,652 3,106 0.0003
2023-11-15 2023-09-30 13F EVOLUTION PETE COM 30049A107 366,916 -21,475 -5.53 2,510 -19.94 0.0003
2023-08-14 2023-06-30 13F EVOLUTION PETE COM 30049A107 388,391 206,535 113.57 3,134 173.23 0.0003
2023-05-15 2023-03-31 13F EVOLUTION PETE COM 30049A107 181,856 29,581 19.43 1,148 -0.17 0.0001
2023-02-14 2022-12-31 13F EVOLUTION PETE COM 30049A107 152,275 -12,332 -7.49 1,150 0.35 0.0001
2022-11-14 2022-09-30 13F EVOLUTION PETE COM 30049A107 164,607 -93,710 -36.28 1,145 -18.85 0.0002
2022-10-27 2022-06-30 13F/A-1 EVOLUTION PETE COM 30049A107 258,317 87,274 51.02 1,411 21.43 0.0002
2022-08-15 2022-06-30 13F EVOLUTION PETE COM 30049A107 258,317 87,274 1,411 0.0000
2022-10-27 2022-03-31 13F/A-1 EVOLUTION PETE COM 30049A107 171,043 27,672 19.30 1,162 60.28 0.0002
2022-05-13 2022-03-31 13F EVOLUTION PETE COM 30049A107 171,043 27,672 1,162 0.0002
2022-02-14 2021-12-31 13F EVOLUTION PETE COM 30049A107 143,371 -12,239 -7.87 725 -17.99 0.0001
2021-11-15 2021-09-30 13F EVOLUTION PETE COM 30049A107 155,610 -35,622 -18.63 884 -6.75 0.0001
2021-08-23 2021-06-30 13F/A-1 EVOLUTION PETE COM 30049A107 191,232 114,433 149.00 948 264.62 0.0001
2021-08-16 2021-06-30 13F EVOLUTION PETE COM 30049A107 191,232 114,433 948 0.0000
2021-05-17 2021-03-31 13F EVOLUTION PETE COM 30049A107 76,799 -35,972 -31.90 260 -19.00 0.0000
2021-02-16 2020-12-31 13F EVOLUTION PETE COM 30049A107 112,771 7,068 6.69 321 35.44 0.0000
2020-11-13 2020-09-30 13F EVOLUTION PETE COM 30049A107 105,703 -7,073 -6.27 237 -24.76 0.0000
2020-08-14 2020-06-30 13F EVOLUTION PETROLEUM COM 30049A107 112,776 -200,989 -64.06 315 -61.49 0.0001
2020-05-26 2020-03-31 13F/A-1 EVOLUTION PETROLEUM COM 30049A107 313,765 2,713 0.87 818 -51.97 0.0002
2020-05-15 2020-03-31 13F EVOLUTION PETROLEUM COM 30049A107 313,765 2,713 818 62.8395
2020-02-14 2019-12-31 13F EVOLUTION PETROLEUM COM 30049A107 311,052 100,027 47.40 1,703 38.12 0.0004
2019-11-14 2019-09-30 13F EVOLUTION PETROLEUM COM 30049A107 211,025 172,983 454.72 1,233 353.31 0.0003
2019-08-14 2019-06-30 13F EVOLUTION PETROLEUM COM 30049A107 38,042 -92,266 -70.81 272 -69.09 0.0001
2019-05-15 2019-03-31 13F EVOLUTION PETROLEUM COM 30049A107 130,308 -198,852 -60.41 880 -60.82 0.0002
2019-02-14 2018-12-31 13F EVOLUTION PETROLEUM COM 30049A107 329,160 57,390 21.12 2,246 -25.21 0.0007
2019-04-23 2018-09-30 13F/A-2 EVOLUTION PETROLEUM COM 30049A107 271,770 51,383 23.31 3,003 38.32 0.0008
2018-11-20 2018-09-30 13F/A-1 EVOLUTION PETROLEUM COM 30049A107 271,770 0 3,003 0.0008
2018-11-14 2018-09-30 13F EVOLUTION PETROLEUM COM 30049A107 271,770 51,383 3,003
2019-04-23 2018-06-30 13F/A-1 EVOLUTION PETROLEUM COM 30049A107 220,387 58,045 35.75 2,171 66.23 0.0006
2018-08-14 2018-06-30 13F EVOLUTION PETROLEUM COM 30049A107 220,387 58,045 2,171
2019-04-23 2018-03-31 13F/A-1 EVOLUTION PETROLEUM COM 30049A107 162,342 11,502 7.63 1,306 26.31 0.0004
2018-05-14 2018-03-31 13F EVOLUTION PETROLEUM COM 30049A107 162,342 11,502 1,306
2019-04-23 2017-12-31 13F/A-1 EVOLUTION PETROLEUM COM 30049A107 150,840 5,372 3.69 1,034 -1.34 0.0003
2018-02-14 2017-12-31 13F EVOLUTION PETROLEUM COM 30049A107 150,840 5,372 1,034
2017-11-14 2017-09-30 13F EVOLUTION PETROLEUM COM 30049A107 145,468 30,264 26.27 1,048 12.33 0.0003
2017-08-11 2017-06-30 13F EVOLUTION PETROLEUM COM 30049A107 115,204 17,910 18.41 933 19.77 0.0003
2017-05-22 2017-03-31 13F/A-1 EVOLUTION PETROLEUM COM 30049A107 97,294 -52,435 -35.02 779 -47.96 0.0002
2017-05-12 2017-03-31 13F EVOLUTION PETROLEUM COM 30049A107 97,294 779
2017-02-22 2016-12-31 13F/A-1 EVOLUTION PETROLEUM COM 30049A107 149,729 71,169 90.59 1,497 203.04 0.0005
2017-02-13 2016-12-31 13F EVOLUTION PETROLEUM COM 30049A107 149,729 1,497
2016-11-10 2016-09-30 13F EVOLUTION PETROLEUM COM 30049A107 78,560 -71,661 -47.70 494 -39.90 0.0002
2016-08-12 2016-06-30 13F EVOLUTION PETROLEUM COM 30049A107 150,221 -89,831 -37.42 822 -29.56 0.0003
2016-05-12 2016-03-31 13F EVOLUTION PETROLEUM COM 30049A107 240,052 -57,592 -19.35 1,167 -18.51 0.0004
2016-02-09 2015-12-31 13F EVOLUTION PETROLEUM COM 30049A107 297,644 76,143 34.38 1,432 16.42 0.0005
2016-02-08 2015-09-30 13F/A-1 EVOLUTION PETROLEUM COM 30049A107 221,501 -11,546 -4.95 1,230 -19.92 0.0005
2015-11-09 2015-09-30 13F EVOLUTION PETROLEUM COM 30049A107 221,501 1,230
2015-08-12 2015-06-30 13F EVOLUTION PETROLEUM COM 30049A107 233,047 41,881 21.91 1,536 34.97 0.0005
2015-05-14 2015-03-31 13F EVOLUTION PETROLEUM COM 30049A107 191,166 177,229 1,271.64 1,138 1,004.85 0.0004
2015-02-13 2014-12-31 13F EVOLUTION PETROLEUM COM 30049A107 13,937 -28,389 -67.07 103 -73.52 0.0000
2014-12-16 2014-09-30 13F/A-1 EVOLUTION PETROLEUM COM 30049A107 42,326 -34,020 -44.56 389 -59.98 0.0001
2014-11-14 2014-09-30 13F EVOLUTION PETROLEUM COM 30049A107 42,326 389
2014-05-13 2014-03-31 13F EVOLUTION PETROLEUM COM 30049A107 76,346 15,794 26.08 972 30.12 0.0004
2014-02-13 2013-12-31 13F EVOLUTION PETROLEUM COM 30049A107 60,552 21,190 53.83 747 68.62 0.0003
2013-11-13 2013-09-30 13F EVOLUTION PETROLEUM COM 30049A107 39,362 39,362 443 0.0002
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.