RhumbLine Advisers
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RhumbLine Advisers’s Empire Petroleum EP Stock Holding History

RhumbLine Advisers’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
Q3 		– Sell
-7,581
Closed -$20.3K – 4079
2026
Q2 		$20.3K Sell
7,581
-9,293
-55% -$25.8K ﹤0.01% 3815
2026
Q1 		$49.9K Buy
16,874
+168
+1% +$516 ﹤0.01% 3590
2025
Q4 		$50.8K Sell
16,706
-3,295
-16% -$11.1K ﹤0.01% 3636
2025
Q3 		$90.4K Sell
20,001
-896
-4% -$4.32K ﹤0.01% 3552
2025
Q2 		$110K Buy
20,897
+2,391
+13% +$11.8K ﹤0.01% 3497
2025
Q1 		$116K Buy
18,506
+1,122
+6% +$7.21K ﹤0.01% 3336
2024
Q4 		$132K Hold
17,384
– – ﹤0.01% 3387
2024
Q3 		$91.3K Buy
17,384
+1,084
+7% +$5.58K ﹤0.01% 3522
2024
Q2 		$84.1K Buy
16,300
+1,615
+11% +$9.7K ﹤0.01% 3561
2024
Q1 		$75K Buy
14,685
+607
+4% +$3.88K ﹤0.01% 3526
2023
Q4 		$155K Buy
14,078
+725
+5% +$6.24K ﹤0.01% 3299
2023
Q3 		$129K Buy
13,353
+660
+5% +$5.94K ﹤0.01% 3375
2023
Q2 		$116K Buy
12,693
+272
+2% +$2.88K ﹤0.01% 3462
2023
Q1 		$154K Buy
12,421
+1,739
+16% +$22K ﹤0.01% 2796
2022
Q4 		$131K Buy
10,682
+531
+5% +$7.38K ﹤0.01% 2867
2022
Q3 		$133K Buy
+10,151
New +$127K ﹤0.01% 2969

Other funds holding EP

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Sanders Morris Harris
Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

RhumbLine Advisers's EP Position: Q3 2026 in Review

RhumbLine Advisers sold out of Empire Petroleum (EP) in Q3 2026, closing a stake of 7,581 shares — an estimated $20.3K sold.

RhumbLine Advisers first reported a position in EP in Q3 2022 and held it in 16 quarters. The position peaked at $155K in Q4 2023. 9 funds tracked by Wall St. Rank hold EP as of Q3 2026.

  • RhumbLine Advisers reported no remaining Empire Petroleum position as of Q3 2026 after selling out during the quarter.
  • RhumbLine Advisers sold 7,581 Empire Petroleum shares in Q3 2026, an estimated $20.3K.
  • RhumbLine Advisers first reported a position in Empire Petroleum in Q3 2022 and held it in 16 quarters.
  • RhumbLine Advisers's Empire Petroleum position peaked at $155K in Q4 2023.
  • 9 funds tracked by Wall St. Rank held Empire Petroleum as of Q3 2026.

Based on RhumbLine Advisers's 13F filing for Q3 2026, filed 10 Nov 2026.