&Partners’s Empire Petroleum EP Stock Holding History

&Partners’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	$328K	Hold	110,857	–	–	﹤0.01%	1936
2025 Q4	$337K	Hold	110,857	–	–	﹤0.01%	1844
2025 Q3	$501K	Hold	110,857	–	–	﹤0.01%	1435
2025 Q2	$585K	Hold	110,857	–	–	﹤0.01%	1274
2025 Q1	$665K	Hold	110,857	–	–	0.01%	1003
2024 Q4	$843K	Hold	110,857	–	–	0.01%	847
2024 Q3	$582K	Hold	110,857	–	–	0.01%	793
2024 Q2	$572K	Hold	110,857	–	–	0.03%	494
2024 Q1	$566K	Hold	110,857	–	–	0.08%	245
2023 Q4	$1.22M	Hold	110,857	–	–	0.3%	79
2023 Q3	$1.07M	Hold	110,857	–	–	0.5%	41
2023 Q2	$1.01M	Hold	110,857	–	–	0.45%	42
2023 Q1	$1.38M	Hold	110,857	–	–	0.66%	30
2022 Q4	$1.36M	Hold	110,857	–	–	0.68%	30
2022 Q3	$1.46M	Hold	110,857	–	–	0.84%	25
2022 Q2	$1.32M	Sell	110,857 -32,000	-22%	-$641K	0.76%	28
2022 Q1	$2.68M	Buy	+142,857	New	+$2.49M	1.51%	10

Other funds holding EP

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VFT

Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

&Partners's EP Position: Q1 2026 in Review

&Partners held its Empire Petroleum (EP) position steady in Q1 2026 at 110,857 shares worth $328K. The position accounts for ﹤0.01% of the portfolio, ranked #1936.

&Partners first reported a position in EP in Q1 2022 and has held it in 17 quarters since. The position peaked at $2.68M in Q1 2022. 46 funds tracked by Wall St. Rank hold EP as of Q1 2026.

&Partners held 110,857 shares of Empire Petroleum worth $328K as of Q1 2026.
&Partners left its Empire Petroleum share count unchanged in Q1 2026.
Empire Petroleum made up ﹤0.01% of &Partners's portfolio in Q1 2026, its #1936 holding.
&Partners first reported a position in Empire Petroleum in Q1 2022 and has held it in 17 quarters since.
&Partners's Empire Petroleum position peaked at $2.68M in Q1 2022.
46 funds tracked by Wall St. Rank held Empire Petroleum as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.