Ethic Inc’s Empire Petroleum EP Stock Holding History

Ethic Inc’s Portfolio EP Stock Details EP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-11,798	Closed	-$68.1K	–	1245
2025 Q1	$68.1K	Buy	11,798 +778	+7%	+$5K	﹤0.01%	1128
2024 Q4	$83.8K	Buy	+11,020	New	+$65.3K	﹤0.01%	1110

Other funds holding EP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

VCA

Verdence Capital Advisors Hunt Valley, Maryland $1.9B AUM 36.41% 1-Year Est. Return

Ethic Inc's EP Position: Q2 2025 in Review

Ethic Inc sold out of Empire Petroleum (EP) in Q2 2025, closing a stake of 11,798 shares — an estimated $68.1K sold.

Ethic Inc first reported a position in EP in Q4 2024 and held it in 2 quarters. The position peaked at $83.8K in Q4 2024. 45 funds tracked by Wall St. Rank hold EP as of Q2 2025.

Ethic Inc reported no remaining Empire Petroleum position as of Q2 2025 after selling out during the quarter.
Ethic Inc sold 11,798 Empire Petroleum shares in Q2 2025, an estimated $68.1K.
Ethic Inc first reported a position in Empire Petroleum in Q4 2024 and held it in 2 quarters.
Ethic Inc's Empire Petroleum position peaked at $83.8K in Q4 2024.
45 funds tracked by Wall St. Rank held Empire Petroleum as of Q2 2025.

Based on Ethic Inc's 13F filing for Q2 2025, filed 30 Jul 2025.