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
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
-70,201
-64% -$449K ﹤0.01% 5735
2023
Q4 		$1.2M Buy
109,110
+71,815
+193% +$618K ﹤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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
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

Morgan Stanley's EP Position: Q1 2026 in Review

Morgan Stanley reduced its Empire Petroleum (EP) stake by 63% in Q1 2026, selling an estimated $68.1K and leaving 13,002 shares worth $38.5K. The position accounts for ﹤0.01% of the portfolio, ranked #6515.

Morgan Stanley first reported a position in EP in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.2M in Q4 2023. 46 funds tracked by Wall St. Rank hold EP as of Q1 2026.

  • Morgan Stanley held 13,002 shares of Empire Petroleum worth $38.5K as of Q1 2026.
  • Morgan Stanley sold 22,161 Empire Petroleum shares in Q1 2026, an estimated $68.1K.
  • Empire Petroleum made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #6515 holding.
  • Morgan Stanley first reported a position in Empire Petroleum in Q2 2022 and has held it in 16 quarters since.
  • Morgan Stanley's Empire Petroleum position peaked at $1.2M in Q4 2023.
  • 46 funds tracked by Wall St. Rank held Empire Petroleum as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.