Geode Capital Management
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Geode Capital Management’s Empire Petroleum EP Stock Holding History

Geode Capital Management’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
2026
Q1 		$1.27M Buy
428,222
+30,970
+8% +$95.2K ﹤0.01% 3290
2025
Q4 		$1.21M Buy
397,252
+278
+0.1% +$934 ﹤0.01% 3320
2025
Q3 		$1.79M Sell
396,974
-54,172
-12% -$261K ﹤0.01% 3212
2025
Q2 		$2.38M Sell
451,146
-3,367
-0.7% -$16.6K ﹤0.01% 3083
2025
Q1 		$2.86M Buy
454,513
+10,249
+2% +$65.8K ﹤0.01% 2912
2024
Q4 		$3.38M Buy
444,264
+26,572
+6% +$157K ﹤0.01% 2933
2024
Q3 		$2.19M Buy
417,692
+25,335
+6% +$130K ﹤0.01% 3090
2024
Q2 		$2.02M Buy
392,357
+79,076
+25% +$475K ﹤0.01% 3126
2024
Q1 		$1.6M Buy
313,281
+10,007
+3% +$64K ﹤0.01% 3199
2023
Q4 		$3.33M Buy
303,274
+20,805
+7% +$179K ﹤0.01% 2897
2023
Q3 		$2.72M Buy
282,469
+89,431
+46% +$804K ﹤0.01% 2958
2023
Q2 		$1.76M Buy
193,038
+8,885
+5% +$94K ﹤0.01% 3154
2023
Q1 		$2.29M Buy
184,153
+11,471
+7% +$145K ﹤0.01% 2967
2022
Q4 		$2.12M Buy
172,682
+3,244
+2% +$45.1K ﹤0.01% 3011
2022
Q3 		$2.23M Buy
169,438
+48,616
+40% +$608K ﹤0.01% 3046
2022
Q2 		$1.43M Buy
+120,822
New +$2.42M ﹤0.01% 3252

Other funds holding EP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Wealth Enhancement Advisory Services
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management's EP Position: Q1 2026 in Review

Geode Capital Management increased its Empire Petroleum (EP) stake by 7.8% in Q1 2026, buying an estimated $95.2K and bringing the position to 428,222 shares worth $1.27M. The position accounts for ﹤0.01% of the portfolio, ranked #3290.

Geode Capital Management first reported a position in EP in Q2 2022 and has held it in 16 quarters since. The position peaked at $3.38M in Q4 2024. 46 funds tracked by Wall St. Rank hold EP as of Q1 2026.

  • Geode Capital Management held 428,222 shares of Empire Petroleum worth $1.27M as of Q1 2026.
  • Geode Capital Management bought 30,970 Empire Petroleum shares in Q1 2026, an estimated $95.2K.
  • Empire Petroleum made up ﹤0.01% of Geode Capital Management's portfolio in Q1 2026, its #3290 holding.
  • Geode Capital Management first reported a position in Empire Petroleum in Q2 2022 and has held it in 16 quarters since.
  • Geode Capital Management's Empire Petroleum position peaked at $3.38M in Q4 2024.
  • 46 funds tracked by Wall St. Rank held Empire Petroleum as of Q1 2026.

Based on Geode Capital Management's 13F filing for Q1 2026, filed 15 May 2026.