Morgan Stanley
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Morgan Stanley’s Empire Petroleum EP Stock Holding History

Morgan Stanley’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
Q2 		$17.8K Sell
6,633
-6,369
-49% -$17.7K ﹤0.01% 6860
2026
Q1 		$38.5K Sell
13,002
-22,161
-63% -$68.1K ﹤0.01% 6515
2025
Q4 		$107K Buy
35,163
+14,210
+68% +$47.7K ﹤0.01% 6163
2025
Q3 		$94.7K Sell
20,953
-8,167
-28% -$39.4K ﹤0.01% 6178
2025
Q2 		$154K Sell
29,120
-67
-0.2% -$331 ﹤0.01% 5955
2025
Q1 		$183K Sell
29,187
-9,906
-25% -$63.6K ﹤0.01% 5765
2024
Q4 		$297K Sell
39,093
-7,812
-17% -$46.3K ﹤0.01% 5637
2024
Q3 		$246K Buy
46,905
+5,258
+13% +$27.1K ﹤0.01% 5674
2024
Q2 		$215K Buy
41,647
+2,738
+7% +$16.5K ﹤0.01% 5642
2024
Q1 		$199K Sell
38,909
-15,646
-29% -$100K ﹤0.01% 5735
2023
Q4 		$600K Buy
54,555
+17,260
+46% +$148K ﹤0.01% 5214
2023
Q3 		$359K Sell
37,295
-17,563
-32% -$158K ﹤0.01% 5314
2023
Q2 		$499K Sell
54,858
-26,139
-32% -$277K ﹤0.01% 5213
2023
Q1 		$1.01M Buy
80,997
+33,395
+70% +$423K ﹤0.01% 4854
2022
Q4 		$586K Sell
47,602
-4,582
-9% -$63.7K ﹤0.01% 5161
2022
Q3 		$687K Buy
52,184
+41,032
+368% +$513K ﹤0.01% 5103
2022
Q2 		$133K Buy
+11,152
New +$223K ﹤0.01% 6121

Other funds holding EP

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley's EP Position: Q2 2026 in Review

Morgan Stanley reduced its Empire Petroleum (EP) stake by 49% in Q2 2026, selling an estimated $17.7K and leaving 6,633 shares worth $17.8K. The position accounts for ﹤0.01% of the portfolio, ranked #6860.

Morgan Stanley first reported a position in EP in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.01M in Q1 2023. 33 funds tracked by Wall St. Rank hold EP as of Q2 2026.

  • Morgan Stanley held 6,633 shares of Empire Petroleum worth $17.8K as of Q2 2026.
  • Morgan Stanley sold 6,369 Empire Petroleum shares in Q2 2026, an estimated $17.7K.
  • Empire Petroleum made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #6860 holding.
  • Morgan Stanley first reported a position in Empire Petroleum in Q2 2022 and has held it in 17 quarters since.
  • Morgan Stanley's Empire Petroleum position peaked at $1.01M in Q1 2023.
  • 33 funds tracked by Wall St. Rank held Empire Petroleum as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.