UBS Group
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UBS Group’s Empire Petroleum EP Stock Holding History

UBS 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
2026
Q1 		$57K Buy
19,246
+11,502
+149% +$35.4K ﹤0.01% 7287
2025
Q4 		$23.5K Sell
7,744
-3,832
-33% -$12.9K ﹤0.01% 7674
2025
Q3 		$52.3K Buy
11,576
+691
+6% +$3.33K ﹤0.01% 7531
2025
Q2 		$57.5K Sell
10,885
-6,170
-36% -$30.5K ﹤0.01% 7667
2025
Q1 		$107K Buy
17,055
+4,329
+34% +$27.8K ﹤0.01% 7001
2024
Q4 		$96.7K Buy
12,726
+5,319
+72% +$31.5K ﹤0.01% 6894
2024
Q3 		$38.9K Buy
7,407
+2,676
+57% +$13.8K ﹤0.01% 6981
2024
Q2 		$24.4K Sell
4,731
-8,665
-65% -$52.1K ﹤0.01% 7176
2024
Q1 		$68.5K Sell
13,396
-1,125
-8% -$7.19K ﹤0.01% 6372
2023
Q4 		$160K Buy
14,521
+7,806
+116% +$67.1K ﹤0.01% 5910
2023
Q3 		$64.7K Sell
6,715
-15,462
-70% -$139K ﹤0.01% 6123
2023
Q2 		$202K Buy
22,177
+483
+2% +$5.11K ﹤0.01% 5474
2023
Q1 		$269K Buy
21,694
+18,065
+498% +$229K ﹤0.01% 5168
2022
Q4 		$44.6K Buy
3,629
+1,047
+41% +$14.5K ﹤0.01% 6875
2022
Q3 		$34K Buy
+2,582
New +$32.3K ﹤0.01% 6725

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

UBS Group's EP Position: Q1 2026 in Review

UBS Group increased its Empire Petroleum (EP) stake by 149% in Q1 2026, buying an estimated $35.4K and bringing the position to 19,246 shares worth $57K. The position accounts for ﹤0.01% of the portfolio, ranked #7287.

UBS Group first reported a position in EP in Q3 2022 and has held it in 15 quarters since. The position peaked at $269K in Q1 2023. 46 funds tracked by Wall St. Rank hold EP as of Q1 2026.

  • UBS Group held 19,246 shares of Empire Petroleum worth $57K as of Q1 2026.
  • UBS Group bought 11,502 Empire Petroleum shares in Q1 2026, an estimated $35.4K.
  • Empire Petroleum made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #7287 holding.
  • UBS Group first reported a position in Empire Petroleum in Q3 2022 and has held it in 15 quarters since.
  • UBS Group's Empire Petroleum position peaked at $269K in Q1 2023.
  • 46 funds tracked by Wall St. Rank held Empire Petroleum as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.