Wellington Management Group’s Empire Petroleum EP Stock Holding History

Wellington Management 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 Q2	$168K	Buy	62,783 +16,769	+36%	+$46.5K	﹤0.01%	1910
2026 Q1	$136K	Sell	46,014 -4,693	-9%	-$14.4K	﹤0.01%	1860
2025 Q4	$154K	Buy	50,707 +20,827	+70%	+$70K	﹤0.01%	1895
2025 Q3	$135K	Sell	29,880 -8,702	-23%	-$42K	﹤0.01%	1958
2025 Q2	$204K	Sell	38,582 -10,717	-22%	-$52.9K	﹤0.01%	1912
2025 Q1	$310K	Buy	49,299 +2,649	+6%	+$17K	﹤0.01%	1874
2024 Q4	$355K	Sell	46,650 -5,415	-10%	-$32.1K	﹤0.01%	1863
2024 Q3	$273K	Buy	+52,065	New	+$268K	﹤0.01%	1878

Other funds holding EP

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Wellington Management Group's EP Position: Q2 2026 in Review

Wellington Management Group increased its Empire Petroleum (EP) stake by 36% in Q2 2026, buying an estimated $46.5K and bringing the position to 62,783 shares worth $168K. The position accounts for ﹤0.01% of the portfolio, ranked #1910.

Wellington Management Group first reported a position in EP in Q3 2024 and has held it in 8 quarters since. The position peaked at $355K in Q4 2024. 33 funds tracked by Wall St. Rank hold EP as of Q2 2026.

Wellington Management Group held 62,783 shares of Empire Petroleum worth $168K as of Q2 2026.
Wellington Management Group bought 16,769 Empire Petroleum shares in Q2 2026, an estimated $46.5K.
Empire Petroleum made up ﹤0.01% of Wellington Management Group's portfolio in Q2 2026, its #1910 holding.
Wellington Management Group first reported a position in Empire Petroleum in Q3 2024 and has held it in 8 quarters since.
Wellington Management Group's Empire Petroleum position peaked at $355K in Q4 2024.
33 funds tracked by Wall St. Rank held Empire Petroleum as of Q2 2026.

Based on Wellington Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.