Nadler Financial Group’s Empire Petroleum EP Stock Holding History

Nadler Financial Group’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	-17,094	Closed	-$107K	–	135
2025 Q1	$107K	Hold	17,094	–	–	0.01%	124
2024 Q4	$130K	Hold	17,094	–	–	0.01%	128
2024 Q3	$89.7K	Hold	17,094	–	–	0.01%	121
2024 Q2	$88.2K	Hold	17,094	–	–	0.01%	110
2024 Q1	$87.3K	Hold	17,094	–	–	0.01%	113
2023 Q4	$188K	Hold	17,094	–	–	0.03%	103
2023 Q3	$165K	Hold	17,094	–	–	0.02%	104
2023 Q2	$156K	Buy	+17,094	New	+$181K	0.02%	112

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

Nadler Financial Group's EP Position: Q2 2025 in Review

Nadler Financial Group sold out of Empire Petroleum (EP) in Q2 2025, closing a stake of 17,094 shares — an estimated $107K sold.

Nadler Financial Group first reported a position in EP in Q2 2023 and held it in 8 quarters. The position peaked at $188K in Q4 2023. 45 funds tracked by Wall St. Rank hold EP as of Q2 2025.

Nadler Financial Group reported no remaining Empire Petroleum position as of Q2 2025 after selling out during the quarter.
Nadler Financial Group sold 17,094 Empire Petroleum shares in Q2 2025, an estimated $107K.
Nadler Financial Group first reported a position in Empire Petroleum in Q2 2023 and held it in 8 quarters.
Nadler Financial Group's Empire Petroleum position peaked at $188K in Q4 2023.
45 funds tracked by Wall St. Rank held Empire Petroleum as of Q2 2025.

Based on Nadler Financial Group's 13F filing for Q2 2025, filed 28 Jul 2025.