XOOMAR

Evolution Petroleum (EPM)

Evolution Petroleum on one page: short interest, daily short volume, fails to deliver, large holders, 13F holders, earnings dates and insider trades. Listed on NYSE, classified by the SEC as crude petroleum & natural gas.

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3.1M

Short interest

settlement 2026-10-15

11.1

Days to cover

+6.1 days vs prior

51.9%

Short share of volume

2026-11-02

1,840

Fails to deliver

settlement 2026-10-13

Wed 11 Nov

Next earnings

estimated date

$0

Insider flow, 90 days

0 buys, 0 sells

As of 2026-11-02.

Short interest

FINRA, twice a month. The newest 48 settlements in the table, 48 in the chart. JSON

As of 15 October 2026, short interest in EPM is 3,082,501 shares, up 2,947 shares over the last month. Over the last 48 readings it ranged from 690,235 shares (15 January 2025) to 3,122,659 shares (30 September 2026). The latest reading sits at the top of that range. At the reported average volume of 278K shares a day that is 11.1 days to cover.

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SettlementShares shortChangeAvg daily volumeDays to cover
2026-10-153,082,501-1.3%278,00911.09
2026-09-303,122,659+1.4%620,5635.03
2026-09-153,079,554+4.6%461,8856.67
2026-08-312,944,348+36.9%967,6293.04
2026-08-142,151,481+20.7%259,9388.28
2026-07-311,782,892-2.7%309,7445.76
2026-07-151,832,762+10.4%338,5005.41
2026-06-301,659,472-4.9%397,7674.17
2026-06-151,745,398+20.4%390,1314.47
2026-05-291,449,446+0.3%328,5394.41
2026-05-151,445,560-15.0%381,8243.79
2026-04-301,701,070+15.0%457,6633.72
2026-04-151,478,964-3.8%289,7655.10
2026-03-311,537,038-12.3%443,5453.47
2026-03-131,752,037-4.5%518,2323.38
2026-02-271,833,717-12.0%421,5234.35
2026-02-132,084,189-5.3%341,2306.11
2026-01-302,200,449+0.9%296,7557.42
2026-01-152,181,162+27.0%594,8473.67
2025-12-311,717,660-7.1%587,9032.92
2025-12-151,848,820+8.2%413,1964.47
2025-11-281,709,262+14.6%442,7523.86
2025-11-141,491,344-3.4%370,6864.02
2025-10-311,544,467-2.0%302,2415.11
2025-10-151,575,999+11.0%319,1754.94
2025-09-301,419,754-4.9%361,6263.93
2025-09-151,493,025+12.0%138,28110.80
2025-08-291,333,390-11.0%156,4248.52
2025-08-151,497,848+11.9%152,7609.81
2025-07-311,338,451+7.9%177,6617.53
2025-07-151,240,780+5.5%157,7397.87
2025-06-301,175,626-1.6%226,9315.18
2025-06-131,194,536+4.5%187,1886.38
2025-05-301,142,827-2.3%158,4437.21
2025-05-151,169,184+3.9%175,4256.66
2025-04-301,125,533-0.8%130,2698.64
2025-04-151,134,876+35.2%265,4724.27
2025-03-31839,371-16.0%154,7865.42
2025-03-14998,764+14.3%211,5074.72
2025-02-28873,829-0.8%184,8754.73
2025-02-14881,030+24.2%170,6855.16
2025-01-31709,605+2.8%155,2234.57
2025-01-15690,235-17.0%154,2334.48
2024-12-31831,231-4.9%265,1113.14
2024-12-13874,445+0.6%193,7034.51
2024-11-29869,050-0.2%207,6644.18
2024-11-15871,130-18.7%258,1753.37
2024-10-311,071,208+2.0%181,6335.90

Daily short volume

FINRA Reg SHO, the last 30 sessions. JSON

As of 2 November 2026, the short share of EPM volume is 51.9%, up 14.2 points over the last five sessions. Over the last 30 readings it ranged from 23.7% (23 October 2026) to 74.7% (28 September 2026). The latest reading is 3.3 points above the 30-session average of 48.6%, on 130K shares reported.

DateShort volumeTotal volumeShort shareExempt
2026-11-0268K130K51.9%331
2026-10-3047K107K44.0%0
2026-10-2964K133K47.9%51
2026-10-2848K106K44.9%824
2026-10-2754K119K45.6%1,701
2026-10-2659K158K37.7%0
2026-10-2346K193K23.7%1,001
2026-10-2248K109K43.9%3,300
2026-10-2135K141K24.8%3
2026-10-2056K148K38.2%0
2026-10-1952K108K48.0%0
2026-10-1668K145K47.2%335
2026-10-1550K113K44.2%492
2026-10-1448K101K47.9%2
2026-10-1376K177K43.1%0
2026-10-1245K90K49.9%10
2026-10-0968K126K53.6%787
2026-10-0833K58K57.0%1
2026-10-0759K108K54.3%825
2026-10-0642K120K34.8%0
2026-10-0566K149K44.0%1,557
2026-10-0258K105K55.2%44
2026-10-0187K140K62.2%0
2026-09-3085K140K60.7%0
2026-09-2964K105K60.8%0
2026-09-28146K195K74.7%0
2026-09-25159K272K58.5%27
2026-09-24108K215K50.1%0
2026-09-2380K128K62.3%200
2026-09-22166K354K46.9%200

Fails to deliver

SEC, the last 30 settlement dates with a fail. JSON

As of 13 October 2026, the fails-to-deliver balance in EPM is 1,840 shares, up 739 shares over the last settlement date. Over the last 30 readings it ranged from 5 shares (3 September 2026) to 181,786 shares (20 August 2026). The latest reading sits at the bottom of that range.

SettlementShares failedPriceValue
2026-10-131,840$3.71$7K
2026-09-301,101$3.49$4K
2026-09-28827$3.52$3K
2026-09-2157,146$3.86$221K
2026-09-177,269$3.63$26K
2026-09-164,114$3.69$15K
2026-09-11204$3.84$783
2026-09-0811,405$3.68$42K
2026-09-035$3.67$18
2026-08-318$3.64$29
2026-08-25752$3.47$3K
2026-08-20181,786$3.34$607K
2026-08-112,627$3.73$10K
2026-07-21367$3.86$1K
2026-07-17378$3.80$1K
2026-07-062,989$3.65$11K
2026-06-301,538$3.72$6K
2026-06-2912,294$3.79$47K
2026-06-229,792$3.86$38K
2026-06-15938$4.16$4K
2026-06-1255,641$4.25$236K
2026-06-104,107$4.29$18K
2026-06-094,975$4.39$22K
2026-06-08419$4.40$2K
2026-05-298,731$4.26$37K
2026-05-2710,009$4.27$43K
2026-05-2065$4.73$307
2026-05-191,632$4.69$8K
2026-05-1445$4.21$189
2026-05-134,372$4.79$21K

Insider trades

SEC Form 4, newest first. JSON

No open-market insider trades were reported for EPM in the last 90 days. The most recent filings are listed below. Latest filing: Stash Ryan (SVP & CFO) on 2026-09-17.

DateInsiderTitleTypeSharesPriceValueOwned after
2026-09-17Stash RyanSVP & CFOGrant98K$0.00$0371K
2026-09-17Bunch John MarkCOOGrant91K$0.00$0270K
2026-09-17Beatty KellyCHIEF ACCOUNTING OFFICERGrant34K$0.00$0103K
2026-09-17Loyd Kelly WilliamPRESIDENT & CEOGrant168K$0.00$0585K
2026-09-01Stash RyanSVP & CFOTax withholding6K$3.69$23K273K
2026-09-01Loyd Kelly WilliamPRESIDENT & CEOTax withholding12K$3.69$45K417K
2026-09-01Bunch John MarkCOOTax withholding7K$3.69$25K179K
2026-09-01Beatty KellyCHIEF ACCOUNTING OFFICERTax withholding3K$3.69$11K69K
2026-06-30Stash RyanSVP & CFOReturned to company27K$0.00$0280K
2026-06-30Loyd Kelly WilliamPRESIDENT & CEOReturned to company53K$0.00$0430K
2026-06-30Bunch John MarkCOOReturned to company29K$0.00$0186K
2026-06-30Beatty KellyCHIEF ACCOUNTING OFFICERReturned to company6K$0.00$072K
2026-02-20Bunch John MarkCOOTax withholding9K$4.43$39K215K
2025-12-04Hargrave Marjorie AnneDirectorGrant24K$0.00$0118K
2025-12-04Herlin Robert SDirectorGrant24K$0.00$01.8M
2025-12-04Dozier WilliamDirectorGrant24K$0.00$0264K
2025-12-04DiPaolo Edward JohnDirectorGrant24K$0.00$0339K
2025-12-04Bierria Myra CDirectorGrant24K$0.00$086K
2025-10-31Loyd Kelly WilliamPRESIDENT & CEOTax withholding10K$4.38$42K482K
2025-09-18Stash RyanSVP & CFOGrant53K$0.00$0307K
2025-09-18Loyd Kelly WilliamPRESIDENT & CEOGrant103K$0.00$0492K
2025-09-18Bunch John MarkCOOGrant56K$0.00$0223K
2025-09-18Beatty KellyCHIEF ACCOUNTING OFFICERGrant19K$0.00$078K
2025-08-29Stash RyanSVP & CFOTax withholding5K$5.16$28K253K
2025-08-29Loyd Kelly WilliamPRESIDENT & CEOTax withholding11K$5.16$56K389K
2025-08-29Bunch John MarkCOOTax withholding5K$5.16$24K168K
2025-08-29Beatty KellyCHIEF ACCOUNTING OFFICERTax withholding1K$5.16$7K59K
2025-06-30Stash RyanSVP & CFOTax withholding9K$4.70$41K259K
2025-06-30Loyd Kelly WilliamPRESIDENT & CEOTax withholding18K$4.70$86K400K
2025-06-30Bunch John MarkCOOTax withholding3K$4.70$15K172K
2025-06-30Beatty KellyCHIEF ACCOUNTING OFFICERTax withholding1K$4.70$6K60K
2025-02-21Bunch John MarkCOOTax withholding9K$5.13$45K176K
2025-02-21Beatty KellyCHIEF ACCOUNTING OFFICERTax withholding3K$5.13$15K61K
2024-12-05Herlin Robert SDirectorGrant17K$0.00$01.8M
2024-12-05Hargrave Marjorie AnneDirectorGrant17K$0.00$094K
2024-12-05Dozier WilliamDirectorGrant17K$0.00$0240K
2024-12-05DiPaolo Edward JohnDirectorGrant17K$0.00$0315K
2024-12-05Bierria Myra CDirectorGrant17K$0.00$062K
2024-11-18Stash RyanSVP & CFOTax withholding8K$5.91$45K268K
2024-11-01Loyd Kelly WilliamPRESIDENT & CEOTax withholding10K$5.15$50K418K
2024-09-17Loyd Kelly WilliamPRESIDENT & CEOGrant104K$0.00$0428K
2024-09-17Bunch John MarkCOOGrant57K$0.00$0184K
2024-09-17Stash RyanSVP & CFOGrant54K$0.00$0275K
2024-09-17Beatty KellyCHIEF ACCOUNTING OFFICERGrant19K$0.00$065K
2024-09-17Beatty KellyCHIEF ACCOUNTING OFFICERTax withholding445$5.15$2K64K
2024-08-30Loyd Kelly WilliamPRESIDENT & CEOTax withholding6K$5.15$33K323K
2024-08-30Bunch John MarkCOOTax withholding2K$5.15$12K128K
2024-08-30Stash RyanSVP & CFOTax withholding6K$5.15$29K221K
2024-08-30Beatty KellyCHIEF ACCOUNTING OFFICERTax withholding451$5.15$2K46K
2024-06-28Stash RyanSVP & CFOTax withholding15K$5.27$80K227K
2024-06-07Beatty KellyCHIEF ACCOUNTING OFFICERGrant500$0.00$046K
2024-02-22Beatty KellyCHIEF ACCOUNTING OFFICERTax withholding3K$5.66$17K46K
2024-02-21Bunch John MarkCOOTax withholding6K$5.68$34K130K
2024-02-15Beatty KellyCHIEF ACCOUNTING OFFICERGrant5K$0.00$049K
2023-12-07Bierria Myra CDirectorGrant17K$0.00$044K
2023-12-07DiPaolo Edward JohnDirectorGrant17K$0.00$0297K
2023-12-07Dozier WilliamDirectorGrant17K$0.00$0223K
2023-12-07Hargrave Marjorie AnneDirectorGrant17K$0.00$076K
2023-12-07Herlin Robert SDirectorGrant17K$0.00$01.8M
2023-11-17Stash RyanSVP & CFOTax withholding8K$5.91$45K242K
2023-11-01Loyd Kelly WilliamPRESIDENT & CEOTax withholding10K$6.43$63K330K
2023-09-22Loyd Kelly WilliamPRESIDENT & CEOGrant79K$0.00$0340K
2023-09-22Bunch John MarkCOOGrant43K$0.00$0136K
2023-09-22Stash RyanSVP & CFOGrant41K$0.00$0250K
2023-09-22Beatty KellyPRINCIPAL ACCOUNTING OFFICERGrant9K$0.00$044K
2023-09-01Loyd Kelly WilliamPRESIDENT & CEOTax withholding3K$8.89$27K261K
2023-09-01Bunch John MarkCOOTax withholding353$8.89$3K93K
2023-09-01Stash RyanSVP & CFOTax withholding7K$8.89$65K209K
2023-09-01Beatty KellyPRINCIPAL ACCOUNTING OFFICERTax withholding212$8.89$2K35K
2023-06-30Stash RyanSVP & CFOTax withholding20K$8.07$159K216K
2023-02-22Beatty KellyPRINCIPAL ACCOUNTING OFFICERTax withholding3K$6.19$18K35K
2022-12-08Loyd Kelly WilliamPRESIDENT & CEOTax withholding3K$6.71$23K264K
2022-12-08Bierria Myra CDirectorGrant15K$0.00$028K
2022-12-08DiPaolo Edward JohnDirectorGrant15K$0.00$0280K
2022-12-08Dozier WilliamDirectorGrant15K$0.00$0206K
2022-12-08Hargrave Marjorie AnneDirectorGrant15K$0.00$059K
2022-12-08Herlin Robert SDirectorGrant15K$0.00$01.8M
2022-11-30Stash RyanSVP & CFOTax withholding5K$7.73$38K236K
2022-11-10Hargrave Marjorie AnneDirectorGrant16K$0.00$045K
2022-11-01Loyd Kelly WilliamPRESIDENT & CEOGrant170K$0.00$0267K
2022-09-20Stash RyanSVP & CFOGrant35K$0.00$0240K
2022-09-01Stash RyanSVP & CFOTax withholding2K$6.94$11K206K
2022-09-01Stash RyanSVP & CFOTax withholding2K$6.94$14K207K
2022-06-30Brown Jason E.OtherReturned to company271K$0.00$0197K
2022-03-24Stash RyanSVP & CFOSell5K$5.54$27K209K
2021-12-09Loyd Kelly WilliamDirectorGrant11K$5.27$60K97K
2021-12-09Herlin Robert SDirectorGrant11K$5.27$60K1.8M
2021-12-09DiPaolo Edward JohnDirectorGrant11K$5.27$60K265K
2021-12-09Dozier WilliamDirectorGrant11K$5.27$60K191K
2021-12-09Hargrave Marjorie AnneDirectorGrant11K$5.27$60K28K
2021-09-17Stash RyanSVP & CFOGrant59K$0.00$0214K
2021-09-17Brown Jason E.President & CEOGrant108K$0.00$0469K
2021-08-02Schultz Roderick A.Chief Accounting OfficerReturned to company71K$0.00$052K
2020-12-09Schultz Roderick A.Vice President and C.A.O.Grant58K$0.00$0123K
2020-12-09Dozier WilliamDirectorGrant20K$3.02$60K179K
2020-12-09Brown Jason E.President & CEOGrant226K$0.00$0361K
2020-12-09Herlin Robert SDirectorGrant20K$3.02$60K1.8M
2020-12-09Stash RyanSVP & CFOGrant76K$0.00$0156K
2020-12-09DiPaolo Edward JohnDirectorGrant20K$3.02$60K254K
2020-12-09Loyd Kelly WilliamDirectorGrant20K$3.02$60K85K

Form 4 filings are due within two business days of the trade. Insiders sell for many reasons that say nothing about the company; open-market buys are rarer.

Large holders (13D and 13G)

One row per reporting person with its latest filing, newest first. JSON

1 holder reports 5% or more of EPM in its latest filing, on Schedule 13G (passive). The holder is WealthTrust Axiom LLC at 5.6% of the class (1,950,728,273 shares), filed 2026-01-02 for an event on 2025-12-31.

FiledFormHolderSharesOf classEvent
2026-01-0213G/Ano. 1WealthTrust Axiom LLCinvestment adviser, other entity1.95B5.6%2025-12-31

13F holders

Tracked managers holding EPM at their latest 13F. JSON

4 of the 30 tracked managers held EPM at their latest 13F, $5.5M in total at quarter-end prices. Renaissance Technologies is the largest at $3.8M (0.0% of its portfolio) as of 2026-06-30. Over the prior quarter 3 added shares and 1 cut.

FundQuarterSharesValueOf portfolioChange in shares
Renaissance Technologies2026-06-301.0M$3.8M0.01%+77K
AQR Capital Management2026-06-30376K$1.4M0.00%+342K
Citadel Advisors2026-06-3049K$179K0.00%-277K
D. E. Shaw & Co.2026-06-3046K$171K0.00%+19K

Only the 30 tracked managers on the funds hub; a 13F reports long positions in US listed stock at quarter end, 45 days late, and says nothing about shorts or positions sold since.

What this page is

Evolution Petroleum in the regulatory record

Regulators publish company data in separate files that never sit next to each other: FINRA's twice-monthly short interest, its daily short sale volume, the SEC's fails-to-deliver counts, and each insider's Form 4. A company page puts those series for one ticker on one URL, with planned sales, large holders, 13F holders and financials beside them, so the short position, the daily flow, the settlement fails and what insiders are doing can be read together.

Each section has its own history table, a one-line summary of the latest figures and its own JSON and CSV links, and says when its source last updated.

This page follows Evolution Petroleum (EPM), SEC CIK 1006655, listed on NYSE, classified by the SEC as crude petroleum & natural gas. The cross-market tables live on the short interest and insider transactions hubs.

Source and updates

Short interest
FINRA consolidated short interestSource: FINRA.Twice a month, about eight business days after settlement. Latest 2026-10-15.JSON and CSV
Daily short volume
FINRA Reg SHO daily filesSource: FINRA.Every trading day, the morning after FINRA posts it. Latest 2026-11-02.JSON and CSV
Fails to deliver
SEC fails-to-deliver dataSource: SEC.Twice a month, a few weeks after the half month ends. Latest 2026-10-13.JSON and CSV
Large holders
SEC EDGAR Schedule 13D and 13GSource: SEC.New filings appear shortly after the SEC posts them. A 13D is due within five business days of crossing 5%; a 13G follows the passive schedule. Latest 2026-01-02.JSON and CSV
13F holders
SEC EDGAR Form 13F-HRSource: SEC.Quarterly, filed within 45 days of quarter end; 30 tracked managers. Latest 2026-06-30.JSON and CSV
Earnings dates
SEC EDGAR 8-K filings (Item 2.02)Source: SEC.Twice a day. Reported dates come from the company's 8-K filings; the next date is marked as an estimate until the 8-K arrives. Latest 2026-09-15.JSON and CSV
Insider trades
SEC EDGAR Form 4Source: SEC.New filings appear shortly after the SEC posts them; they're due two business days after the trade. Latest 2026-09-17.JSON and CSV
Company record
EDGAR filing index for CIK 1006655Ticker, name and exchange from the SEC's company list, refreshed weekly.
Rate limits
10 requests a minute without a key, 30 with a free key from a free account.

How to read it

  • Read the position against the flow: rising short interest with a high daily short share is new shorting; rising short interest with a normal short share is old shorts holding on.
  • Insider buys next to a large short position are rare and stand out; insider sells next to one are common and mean little.
  • Fails to deliver matter relative to the float, not in absolute shares; a million failed shares in a mega cap is noise.

Analysis of what the data shows, not advice. XOOMAR does not recommend buying, selling or holding anything.

Datasets

Frequently Asked Questions

How much of EPM is sold short?
3,082,501 shares were held short at the 2026-10-15 settlement, 11.1 days of average volume. FINRA publishes the next count about eight business days after the 15th and the last business day of the month.
What is EPM's daily short volume?
On 2026-11-02, 67,533 of the 130,153 EPM shares reported to FINRA were sold short, 51.9% of the day's reported volume. Short volume is a flow for one day, not a position.
Does EPM have fails to deliver?
The SEC's latest file shows 1,840 EPM shares failed to deliver at settlement 2026-10-13. Fails are reported per settlement date and published twice a month with a lag.
Are EPM insiders buying or selling?
No open-market insider trades were reported for EPM in the last 90 days. The most recent filings are listed below. Latest filing: Stash Ryan (SVP & CFO) on 2026-09-17.
Who owns 5% or more of EPM?
1 holder reports 5% or more of EPM in its latest filing, on Schedule 13G (passive). The holder is WealthTrust Axiom LLC at 5.6% of the class (1,950,728,273 shares), filed 2026-01-02 for an event on 2025-12-31.
Which tracked 13F managers own EPM?
4 of the 30 tracked 13F managers held EPM shares at their latest filing, $5.5M in all. The largest: Renaissance Technologies (1.0M shares, $3.8M), Cliff Asness's AQR Capital Management (376K shares, $1.4M), Ken Griffin's Citadel Advisors (49K shares, $179K), D. E. Shaw & Co. (46K shares, $171K).

Data on this page is provided for informational purposes only and is not financial advice. See our editorial policy.