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EVOLUTION PETROLEUM CORP. 2023-2024 Proxy Voting Records

Compiled from SEC Form N-PX filings and EVOLUTION PETROLEUM CORP.’s Form 8-K, filed December 8, 2023 (Item 5.07 on EDGAR). Page generated October 14, 2026.

  • 8Ballot items
  • 142Asset managers
  • 1,258Fund votes
  • December 7, 2023Meeting date

Results at a glance

Meeting of December 7, 2023: 8 items on EVOLUTION PETROLEUM CORP.’s Form 8-K, filed December 8, 2023: 2 approved · 6 without a stated outcome.

Material dissent

None.

Material dissent: a director nominee under 80% of the votes cast, say-on-pay under 70%, any other item the board put forward under 80%, or a shareholder proposal with more than 50%, on the company’s own Form 8-K tally. How this is decided

Proxy season: 2023-2024 2024-2025 2025-2026

Explore EVOLUTION PETROLEUM CORP. in the interactive database Compare manager voting policies

Official 2023-2024 meeting results reported by EVOLUTION PETROLEUM CORP.

These tallies are EVOLUTION PETROLEUM CORP.’s own, as disclosed to the U.S. Securities and Exchange Commission on Form 8-K, filed December 8, 2023 (Item 5.07, “Submission of Matters to a Vote of Security Holders”). They cover every share voted at the meeting, not just the funds that file Form N-PX.

EVOLUTION PETROLEUM CORP. — official shareholder meeting results, meeting held December 7, 2023
Ballot itemForAgainst AbstainWithheldBroker non-votesSupport (of votes cast)Reported outcomeVoting standard
Elect Director: Myra C. Bierria 18,597,570---- 723,2198,127,142 96%Not verified—
Elect Director: Edward J. DiPaolo 18,090,771---- 1,230,0188,127,142 94%Not verified—
Elect Director: William E. Dozier 18,222,646---- 1,098,1438,127,142 94%Not verified—
Elect Director: Marjorie A. Hargrave 18,656,967---- 663,8228,127,142 97%Not verified—
Elect Director: Robert S. Herlin 18,239,960---- 1,080,8298,127,142 94%Not verified—
Elect Director: Kelly W. Loyd 18,267,201---- 1,053,5888,127,142 95%Not verified—
2. The appointment of Moss Adams LLP, as the Company's independent registered public accounting firm for the fiscal year ending June 30, 2024 27,284,30076,47287,159 ---- 99.7%Approved—
3. On a non-binding advisory basis, the compensation of the Company's named executive officers 18,577,891569,211173,687 --8,127,142 97%Approved—

Source: EVOLUTION PETROLEUM CORP., Form 8-K, filed with the SEC on December 8, 2023 — read the filing on EDGAR.

How asset managers voted at the EVOLUTION PETROLEUM CORP. 2023-2024 meeting

Each item below shows how the 142 asset managers that disclosed a EVOLUTION PETROLEUM CORP. vote in their SEC Form N-PX filings actually voted. Share totals are the shares those managers' funds voted, summed across every fund they report.

1. Elect Director: Edward J. DiPaolo

Outcome not verifiedDIRECTOR ELECTIONSReported outcome: Not verified

Combines 3 wordings of this item as funds reported it.

94% Majority: yes · of votes cast

FOR 94%
FOR: 18,090,771WITHHELD: 1,230,018
Details: description as filed, official tally, votes by 55 asset managers

Description as filed by funds: Election of Directors: Edward J. DiPaolo

EVOLUTION PETROLEUM CORP.’s own tally for this item (“Elect Director: Edward J. DiPaolo”): 18,090,771 for, 1,230,018 withheld, per its Form 8-K filed December 8, 2023 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.

Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 94% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.

The 55 asset managers below reported 6,696,498 for, 132,616 withheld.

FOR
FOR: 6,696,498WITHHOLD: 132,616
Largest asset managers voting on “Election of Directors: Edward J. DiPaolo” at EVOLUTION PETROLEUM CORP., 2023-2024
Asset managerForAgainst AbstainWithheldVote
Vanguard1,361,3240 00For
BlackRock1,340,5280 00For
AMG Funds IV803,8260 00For
NORTHERN LIGHTS FUND TRUST II677,0000 00For
Fidelity470,1120 00For
American Century386,9310 00For
Dimensional361,4070 00For
Russell Investments347,0980 00For
First Trust230,7790 00For
WisdomTree91,5000 00For
Charles Schwab88,3290 00For
Managed Portfolio Series69,1640 00For
TIAA00 061,211Withhold
Advisors' Inner Circle Fund III60,1680 00For
RBB FUND, INC.60,0090 00For
QUANTITATIVE MASTER SERIES LLC58,8710 00For
BRIDGEWAY FUNDS INC00 035,800Withhold
Brighthouse3,4310 029,730Mixed
Northern Trust32,0810 00For
Lincoln Financial31,1270 00For
Goldman Sachs31,0060 00For
RANGER FUNDS INVESTMENT TRUST23,8500 00For
Lattice Strategies Trust19,9560 00For
John Hancock15,3490 00For
Exchange Place Advisors Trust14,4600 00For

Showing the 25 largest of 55 asset managers. See all 55 in the interactive database.

2. Elect Director: Kelly W. Loyd

Outcome not verifiedDIRECTOR ELECTIONSReported outcome: Not verified

Combines 3 wordings of this item as funds reported it.

95% Majority: yes · of votes cast

FOR 95%
FOR: 18,267,201WITHHELD: 1,053,588
Details: description as filed, official tally, votes by 55 asset managers

Description as filed by funds: Election of Directors: Kelly W. Loyd

EVOLUTION PETROLEUM CORP.’s own tally for this item (“Elect Director: Kelly W. Loyd”): 18,267,201 for, 1,053,588 withheld, per its Form 8-K filed December 8, 2023 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.

Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 95% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.

The 55 asset managers below reported 6,796,816 for, 32,298 withheld.

FOR
FOR: 6,796,816WITHHOLD: 32,298
Largest asset managers voting on “Election of Directors: Kelly W. Loyd” at EVOLUTION PETROLEUM CORP., 2023-2024
Asset managerForAgainst AbstainWithheldVote
Vanguard1,361,3240 00For
BlackRock1,340,5280 00For
AMG Funds IV803,8260 00For
NORTHERN LIGHTS FUND TRUST II677,0000 00For
Fidelity470,1120 00For
American Century386,9310 00For
Dimensional361,4070 00For
Russell Investments347,0980 00For
First Trust230,7790 00For
WisdomTree91,5000 00For
Charles Schwab88,3290 00For
Managed Portfolio Series69,1640 00For
TIAA61,2110 00For
Advisors' Inner Circle Fund III60,1680 00For
RBB FUND, INC.60,0090 00For
QUANTITATIVE MASTER SERIES LLC58,8710 00For
BRIDGEWAY FUNDS INC35,8000 00For
Brighthouse3,4310 029,730Mixed
Northern Trust32,0810 00For
Lincoln Financial31,1270 00For
Goldman Sachs31,0060 00For
RANGER FUNDS INVESTMENT TRUST23,8500 00For
Lattice Strategies Trust19,9560 00For
John Hancock15,3490 00For
Exchange Place Advisors Trust14,4600 00For

Showing the 25 largest of 55 asset managers. See all 55 in the interactive database.

3. Elect Director: Marjorie A. Hargrave

Outcome not verifiedDIRECTOR ELECTIONSReported outcome: Not verified

Combines 3 wordings of this item as funds reported it.

97% Majority: yes · of votes cast

FOR 97%
FOR: 18,656,967WITHHELD: 663,822
Details: description as filed, official tally, votes by 55 asset managers

Description as filed by funds: Election of Directors: Marjorie A. Hargrave

EVOLUTION PETROLEUM CORP.’s own tally for this item (“Elect Director: Marjorie A. Hargrave”): 18,656,967 for, 663,822 withheld, per its Form 8-K filed December 8, 2023 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.

Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 97% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.

The 55 asset managers below reported 6,760,979 for, 68,135 withheld.

FOR
FOR: 6,760,979WITHHOLD: 68,135
Largest asset managers voting on “Election of Directors: Marjorie A. Hargrave” at EVOLUTION PETROLEUM CORP., 2023-2024
Asset managerForAgainst AbstainWithheldVote
Vanguard1,361,3240 00For
BlackRock1,340,5280 00For
AMG Funds IV803,8260 00For
NORTHERN LIGHTS FUND TRUST II677,0000 00For
Fidelity470,1120 00For
American Century386,9310 00For
Dimensional361,4070 00For
Russell Investments347,0980 00For
First Trust230,7790 00For
WisdomTree91,5000 00For
Charles Schwab88,3290 00For
Managed Portfolio Series69,1640 00For
TIAA61,2110 00For
Advisors' Inner Circle Fund III60,1680 00For
RBB FUND, INC.60,0090 00For
QUANTITATIVE MASTER SERIES LLC58,8710 00For
BRIDGEWAY FUNDS INC00 035,800Withhold
Brighthouse3,4310 029,730Mixed
Northern Trust32,0810 00For
Lincoln Financial31,1270 00For
Goldman Sachs31,0060 00For
RANGER FUNDS INVESTMENT TRUST23,8500 00For
Lattice Strategies Trust19,9560 00For
John Hancock15,3490 00For
Exchange Place Advisors Trust14,4600 00For

Showing the 25 largest of 55 asset managers. See all 55 in the interactive database.

4. Elect Director: Myra C. Bierria

Outcome not verifiedDIRECTOR ELECTIONSReported outcome: Not verified

Combines 3 wordings of this item as funds reported it.

96% Majority: yes · of votes cast

FOR 96%
FOR: 18,597,570WITHHELD: 723,219
Details: description as filed, official tally, votes by 55 asset managers

Description as filed by funds: Election of Directors: Myra C. Bierria

EVOLUTION PETROLEUM CORP.’s own tally for this item (“Elect Director: Myra C. Bierria”): 18,597,570 for, 723,219 withheld, per its Form 8-K filed December 8, 2023 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.

Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 96% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.

The 55 asset managers below reported 6,760,979 for, 68,135 withheld.

FOR
FOR: 6,760,979WITHHOLD: 68,135
Largest asset managers voting on “Election of Directors: Myra C. Bierria” at EVOLUTION PETROLEUM CORP., 2023-2024
Asset managerForAgainst AbstainWithheldVote
Vanguard1,361,3240 00For
BlackRock1,340,5280 00For
AMG Funds IV803,8260 00For
NORTHERN LIGHTS FUND TRUST II677,0000 00For
Fidelity470,1120 00For
American Century386,9310 00For
Dimensional361,4070 00For
Russell Investments347,0980 00For
First Trust230,7790 00For
WisdomTree91,5000 00For
Charles Schwab88,3290 00For
Managed Portfolio Series69,1640 00For
TIAA61,2110 00For
Advisors' Inner Circle Fund III60,1680 00For
RBB FUND, INC.60,0090 00For
QUANTITATIVE MASTER SERIES LLC58,8710 00For
BRIDGEWAY FUNDS INC00 035,800Withhold
Brighthouse3,4310 029,730Mixed
Northern Trust32,0810 00For
Lincoln Financial31,1270 00For
Goldman Sachs31,0060 00For
RANGER FUNDS INVESTMENT TRUST23,8500 00For
Lattice Strategies Trust19,9560 00For
John Hancock15,3490 00For
Exchange Place Advisors Trust14,4600 00For

Showing the 25 largest of 55 asset managers. See all 55 in the interactive database.

5. Elect Director: Robert S. Herlin

Outcome not verifiedDIRECTOR ELECTIONSReported outcome: Not verified

Combines 3 wordings of this item as funds reported it.

94% Majority: yes · of votes cast

FOR 94%
FOR: 18,239,960WITHHELD: 1,080,829
Details: description as filed, official tally, votes by 55 asset managers

Description as filed by funds: Election of Directors: Robert S. Herlin

EVOLUTION PETROLEUM CORP.’s own tally for this item (“Elect Director: Robert S. Herlin”): 18,239,960 for, 1,080,829 withheld, per its Form 8-K filed December 8, 2023 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.

Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 94% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.

The 55 asset managers below reported 6,793,509 for, 35,605 withheld.

FOR
FOR: 6,793,509WITHHOLD: 35,605
Largest asset managers voting on “Election of Directors: Robert S. Herlin” at EVOLUTION PETROLEUM CORP., 2023-2024
Asset managerForAgainst AbstainWithheldVote
Vanguard1,361,3240 00For
BlackRock1,340,5280 00For
AMG Funds IV803,8260 00For
NORTHERN LIGHTS FUND TRUST II677,0000 00For
Fidelity470,1120 00For
American Century386,9310 00For
Dimensional361,4070 00For
Russell Investments347,0980 00For
First Trust230,7790 00For
WisdomTree91,5000 00For
Charles Schwab88,3290 00For
Managed Portfolio Series69,1640 00For
TIAA61,2110 00For
Advisors' Inner Circle Fund III60,1680 00For
RBB FUND, INC.60,0090 00For
QUANTITATIVE MASTER SERIES LLC58,8710 00For
BRIDGEWAY FUNDS INC35,8000 00For
Brighthouse3,4310 029,730Mixed
Northern Trust32,0810 00For
Lincoln Financial31,1270 00For
Goldman Sachs31,0060 00For
RANGER FUNDS INVESTMENT TRUST23,8500 00For
Lattice Strategies Trust19,9560 00For
John Hancock15,3490 00For
Exchange Place Advisors Trust14,4600 00For

Showing the 25 largest of 55 asset managers. See all 55 in the interactive database.

6. Elect Director: William E. Dozier

Outcome not verifiedDIRECTOR ELECTIONSReported outcome: Not verified

Combines 3 wordings of this item as funds reported it.

94% Majority: yes · of votes cast

FOR 94%
FOR: 18,222,646WITHHELD: 1,098,143
Details: description as filed, official tally, votes by 55 asset managers

Description as filed by funds: Election of Directors: William E. Dozier

EVOLUTION PETROLEUM CORP.’s own tally for this item (“Elect Director: William E. Dozier”): 18,222,646 for, 1,098,143 withheld, per its Form 8-K filed December 8, 2023 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.

Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 94% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.

The 55 asset managers below reported 6,796,114 for, 33,000 withheld.

FOR
FOR: 6,796,114WITHHOLD: 33,000
Largest asset managers voting on “Election of Directors: William E. Dozier” at EVOLUTION PETROLEUM CORP., 2023-2024
Asset managerForAgainst AbstainWithheldVote
Vanguard1,361,3240 00For
BlackRock1,340,5280 00For
AMG Funds IV803,8260 00For
NORTHERN LIGHTS FUND TRUST II677,0000 00For
Fidelity470,1120 00For
American Century386,9310 00For
Dimensional361,4070 00For
Russell Investments347,0980 00For
First Trust230,7790 00For
WisdomTree91,5000 00For
Charles Schwab88,3290 00For
Managed Portfolio Series69,1640 00For
TIAA61,2110 00For
Advisors' Inner Circle Fund III60,1680 00For
RBB FUND, INC.60,0090 00For
QUANTITATIVE MASTER SERIES LLC58,8710 00For
BRIDGEWAY FUNDS INC35,8000 00For
Brighthouse3,4310 029,730Mixed
Northern Trust32,0810 00For
Lincoln Financial31,1270 00For
Goldman Sachs31,0060 00For
RANGER FUNDS INVESTMENT TRUST23,8500 00For
Lattice Strategies Trust19,9560 00For
John Hancock15,3490 00For
Exchange Place Advisors Trust14,4600 00For

Showing the 25 largest of 55 asset managers. See all 55 in the interactive database.

7. 3. On a non-binding advisory basis, the compensation of the Company's named executive officers

Official resultFund totals may overlapSECTION 14A SAY-ON-PAY VOTESReported outcome: Approved

Combines 8 wordings of this item as funds reported it.

97% Approved · of votes cast

FOR 97%
FOR: 18,577,891AGAINST: 569,211
Details: description as filed, official tally, votes by 139 asset managers

Description as filed by funds: Approval, in a non-binding advisory vote, of the compensation of the Company's named executive officers.

EVOLUTION PETROLEUM CORP.’s own tally for this item (“3. On a non-binding advisory basis, the compensation of the Company's named executive officers”): 18,577,891 for, 569,211 against — passed, per its Form 8-K filed December 8, 2023 (Item 5.07).

Reported outcome: Approved, in the filing’s own words: “The stockholders approved, on a non-binding advisory basis, the compensation of the Company's named executive officers.”
Support: 97% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.

Fund voting reports and institutional-manager reports both cover this item. An institutional manager can report shares that a fund it advises also reports, so the two are shown separately below and never added together, and their sum is not shown (fund and manager reports combined may count the same shares twice).

Fund voting reports: 55 asset managers voting on “Approval, in a non-binding advisory vote, of the compensation of the Company's named executive officers.” at EVOLUTION PETROLEUM CORP., 2023-2024
Asset managerForAgainst AbstainWithheldVote
Vanguard1,361,3240 00For
BlackRock1,340,5280 00For
AMG Funds IV803,8260 00For
NORTHERN LIGHTS FUND TRUST II677,0000 00For
Fidelity470,1120 00For
American Century386,9310 00For
Dimensional361,4070 00For
Russell Investments347,0980 00For
First Trust230,7790 00For
WisdomTree091,500 00Against
Charles Schwab88,3290 00For
Managed Portfolio Series69,1640 00For
TIAA61,2110 00For
Advisors' Inner Circle Fund III60,1680 00For
RBB FUND, INC.60,0090 00For
QUANTITATIVE MASTER SERIES LLC58,8710 00For
BRIDGEWAY FUNDS INC35,8000 00For
Brighthouse3,4310 29,7300Mixed
Northern Trust32,0810 00For
Lincoln Financial31,1270 00For
Goldman Sachs31,0060 00For
RANGER FUNDS INVESTMENT TRUST23,8500 00For
Lattice Strategies Trust019,956 00Against
John Hancock15,3490 00For
Exchange Place Advisors Trust14,4600 00For

Fund voting reports, all 55 managers: 6,684,621 for, 114,763 against, 29,730 abstained. Showing the 25 largest; see all in the interactive database.

Institutional-manager reports: 98 asset managers voting on “Approval, in a non-binding advisory vote, of the compensation of the Company's named executive officers.” at EVOLUTION PETROLEUM CORP., 2023-2024
Asset managerForAgainst AbstainWithheldVote
River Road Asset Management, LLC1,191,3890 00For
Penn Mutual Asset Management685,7540 00For
Renaissance682,3270 00For
BlackRock641,2180 00For
Ranger Investment Management, L.P.597,0800 00For
State Street541,8070 00For
GEODE CAPITAL MANAGEMENT, LLC502,8270 00For
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.489,1700 00For
American Century387,9740 00For
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM284,2100 00For
PARAMETRIC PORTFOLIO ASSOCIATES LLC250,1090 00For
Dimensional129,7270 00For
Russell Investments106,2900 00For
AMERIPRISE FINANCIAL INC105,0730 00For
O'SHAUGHNESSY ASSET MANAGEMENT, LLC99,2080 00For
MELLON INVESTMENTS Corp094,763 00Against
Charles Schwab88,3290 00For
Two Sigma68,5100 00For
STRS OHIO62,2000 00For
Vanguard61,2590 00For
Nuveen61,2110 00For
NEW YORK STATE COMMON RETIREMENT FUND57,6660 00For
PNC BANK, NATIONAL ASSOCIATION44,3680 00For
Janney Montgomery Scott LLC43,4160 00For
Northern Trust36,46438 00For

Institutional-manager reports, all 98 managers: 7,619,977 for, 133,326 against, 547 not voted. Showing the 25 largest; see all in the interactive database.

8. 2. The appointment of Moss Adams LLP, as the Company's independent registered public accounting firm for the fiscal…

Official resultAUDIT-RELATEDReported outcome: Approved

Combines 4 wordings of this item as funds reported it.

99.7% Approved · of votes cast

FOR 99.7%
FOR: 27,284,300AGAINST: 76,472
Details: description as filed, official tally, votes by 55 asset managers

Description as filed by funds: Ratification of the appointment of Moss Adams LLP as the Company's independent registered public accounting firm for the fiscal year ending June 30, 2024.

EVOLUTION PETROLEUM CORP.’s own tally for this item (“2. The appointment of Moss Adams LLP, as the Company's independent registered public accounting firm for the fiscal year ending June 30, 2024”): 27,284,300 for, 76,472 against — passed, per its Form 8-K filed December 8, 2023 (Item 5.07).

Reported outcome: Approved, in the filing’s own words: “The stockholders ratified the appointment of Moss Adams LLP, as the Company's independent registered public accounting firm for the fiscal year ending June 30, 2024.”
Support: 99.7% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.

The 55 asset managers below reported 6,799,384 for, 29,730 abstained.

FOR
FOR: 6,799,384ABSTAIN: 29,730
Largest asset managers voting on “Ratification of the appointment of Moss Adams LLP as the Company's independent registered public accounting fi” at EVOLUTION PETROLEUM CORP., 2023-2024
Asset managerForAgainst AbstainWithheldVote
Vanguard1,361,3240 00For
BlackRock1,340,5280 00For
AMG Funds IV803,8260 00For
NORTHERN LIGHTS FUND TRUST II677,0000 00For
Fidelity470,1120 00For
American Century386,9310 00For
Dimensional361,4070 00For
Russell Investments347,0980 00For
First Trust230,7790 00For
WisdomTree91,5000 00For
Charles Schwab88,3290 00For
Managed Portfolio Series69,1640 00For
TIAA61,2110 00For
Advisors' Inner Circle Fund III60,1680 00For
RBB FUND, INC.60,0090 00For
QUANTITATIVE MASTER SERIES LLC58,8710 00For
BRIDGEWAY FUNDS INC35,8000 00For
Brighthouse3,4310 29,7300Mixed
Northern Trust32,0810 00For
Lincoln Financial31,1270 00For
Goldman Sachs31,0060 00For
RANGER FUNDS INVESTMENT TRUST23,8500 00For
Lattice Strategies Trust19,9560 00For
John Hancock15,3490 00For
Exchange Place Advisors Trust14,4600 00For

Showing the 25 largest of 55 asset managers. See all 55 in the interactive database.

Largest EVOLUTION PETROLEUM CORP. shareholders voting in 2023-2024

Ranked separately for each type of Form N-PX report. An institutional manager can report shares that a fund it advises also reports, so the two tables can list the same shares and are never added together. Each is ranked by the shares voted on the item that the most managers of that type reported, shown as a share of the 33,430,453 shares outstanding at the time of that meeting.

Fund voting reports: top EVOLUTION PETROLEUM CORP. shareholders by shares voted on “Approval, in a non-binding advisory vote, of the compensation of the Company's named executive…”, 2023-2024
#Asset manager % of shares outstanding
1Vanguard 4.07%
2BlackRock 4.01%
3AMG Funds IV 2.40%
4NORTHERN LIGHTS FUND TRUST II 2.03%
5Fidelity 1.41%
6American Century 1.16%
7Dimensional 1.08%
8Russell Investments 1.04%
9First Trust 0.69%
10WisdomTree 0.27%
Institutional-manager reports: top EVOLUTION PETROLEUM CORP. shareholders by shares voted on “Approval, in a non-binding advisory vote, of the compensation of the Company's named executive…”, 2023-2024
#Asset manager % of shares outstanding
1River Road Asset Management, LLC 3.56%
2Penn Mutual Asset Management 2.05%
3Renaissance 2.04%
4BlackRock 1.92%
5Ranger Investment Management, L.P. 1.79%
6State Street 1.62%
7GEODE CAPITAL MANAGEMENT, LLC 1.50%
8PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 1.46%
9American Century 1.16%
10STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.85%

Reported EVOLUTION PETROLEUM CORP. holdings and ownership

As disclosed to the SEC in Form 13F (quarter-end holdings of 30 large managers), Schedules 13D and 13G (beneficial ownership above 5%) and the company’s own proxy statement (DEF 14A). Each row names its form.

EVOLUTION PETROLEUM CORP. holdings and ownership disclosed for the 2023-2024 proxy season
Holder % outstanding Disclosure
BlackRock 7.31% 13F
Robert S. Herlin 5.37% DEF14A
WealthTrust Axiom LLC 5.03% 13G
Vanguard Group 4.79% 13F
Dimensional Fund Advisors 3.98% 13F
Renaissance Technologies 3.76% 13F
Geode Capital 2.03% 13F
State Street 1.95% 13F
Morgan Stanley 1.92% 13F
Kelly W. Loyd 1.28% DEF14A

Percentages above are of 33,430,453 shares outstanding, as reported by EVOLUTION PETROLEUM CORP. on its Form 10-Q dated November 3, 2023 (see the filing on EDGAR). This is the count contemporaneous with the 2023-2024 meeting, not today’s. Each holding is as of its own filing, which may be dated before or after the meeting.

About this page

Every figure above is derived from filings made with the US Securities and Exchange Commission: Form N-PX, in which registered funds disclose how they voted every proxy and institutional managers disclose their votes on executive pay (say-on-pay, say-on-frequency and golden parachutes), and Form 8-K Item 5.07, in which the company reports its own meeting results. Shares outstanding are taken from EVOLUTION PETROLEUM CORP.’s 10-Q dated November 3, 2023. This page is a static snapshot rebuilt weekly on October 14, 2026; a live search always shows the current data.

At EVOLUTION PETROLEUM CORP.'s shareholder meeting held December 7, 2023, in the 2023-2024 proxy season, 142 asset managers reported how they voted on 8 ballot items in their SEC Form N-PX filings, covering 1,258 separate fund positions. On the most widely held item on that ballot — Approval, in a non-binding advisory vote, of the compensation of the Company's named executive… — EVOLUTION PETROLEUM CORP.'s filing reports the proposal as approved, with 97% support of the votes cast (FOR divided by FOR plus AGAINST, the conventional basis for proxy support; abstentions, broker non-votes and unvoted shares are excluded because none of them took a side). Source: EVOLUTION PETROLEUM CORP.'s Form 8-K, Item 5.07, filed with the U.S. Securities and Exchange Commission on December 8, 2023.

EVOLUTION PETROLEUM CORP. proxy season coverage: 2023-2024 (this page) · 2024-2025 · 2025-2026.

Download data (CSV): ballot items · votes by manager · column guide.