Sanders Morris Harris’s Empire Petroleum EP Stock Holding History

Sanders Morris Harris’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	$52.4K	Buy	+24,854	New	+$66.3K	0.01%	316
2026 Q2	–	Sell	-24,854	Closed	-$73.6K	–	135
2026 Q1	$73.6K	Buy	+24,854	New	+$76.4K	0.01%	284
2025 Q4	–	Sell	-24,854	Closed	-$112K	–	117
2025 Q3	$112K	Hold	24,854	–	–	0.01%	288
2025 Q2	$131K	Hold	24,854	–	–	0.03%	153
2025 Q1	$156K	Hold	24,854	–	–	0.02%	261
2024 Q4	$183K	Buy	24,854 +1,472	+6%	+$8.72K	0.03%	264
2024 Q3	$123K	Buy	23,382 +10,382	+80%	+$53.5K	0.02%	265
2024 Q2	$67.1K	Buy	13,000 +3,000	+30%	+$18K	0.01%	269
2024 Q1	$51.1K	Buy	+10,000	New	+$63.9K	0.01%	257
2023 Q4	–	Sell	-10,000	Closed	-$96.3K	–	189
2023 Q3	$96.3K	Buy	+10,000	New	+$90K	0.02%	242

Other funds holding EP

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $463B AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $21.7B AUM 41.23% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Sanders Morris Harris's EP Position: Q3 2026 in Review

Sanders Morris Harris opened a new position in Empire Petroleum (EP) in Q3 2026: 24,854 shares worth $52.4K. The stake represents 0.01% of the portfolio and ranks #316 among its holdings. This is a return to the name: Sanders Morris Harris previously reported a position in EP as recently as Q1 2026.

Sanders Morris Harris first reported a position in EP in Q3 2023 and has held it in 10 quarters since. The position peaked at $183K in Q4 2024. 25 funds tracked by Wall St. Rank hold EP as of Q3 2026.

Sanders Morris Harris held 24,854 shares of Empire Petroleum worth $52.4K as of Q3 2026.
Empire Petroleum was a new Sanders Morris Harris position in Q3 2026.
Empire Petroleum made up 0.01% of Sanders Morris Harris's portfolio in Q3 2026, its #316 holding.
Sanders Morris Harris first reported a position in Empire Petroleum in Q3 2023 and has held it in 10 quarters since.
Sanders Morris Harris's Empire Petroleum position peaked at $183K in Q4 2024.
25 funds tracked by Wall St. Rank held Empire Petroleum as of Q3 2026.

Based on Sanders Morris Harris's 13F filing for Q3 2026, filed 14 Oct 2026.