Wellington Management Group
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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
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

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

Wellington Management Group's EP Position: Q1 2026 in Review

Wellington Management Group reduced its Empire Petroleum (EP) stake by 9.3% in Q1 2026, selling an estimated $14.4K and leaving 46,014 shares worth $136K. The position accounts for ﹤0.01% of the portfolio, ranked #1860.

Wellington Management Group first reported a position in EP in Q3 2024 and has held it in 7 quarters since. The position peaked at $355K in Q4 2024. 46 funds tracked by Wall St. Rank hold EP as of Q1 2026.

  • Wellington Management Group held 46,014 shares of Empire Petroleum worth $136K as of Q1 2026.
  • Wellington Management Group sold 4,693 Empire Petroleum shares in Q1 2026, an estimated $14.4K.
  • Empire Petroleum made up ﹤0.01% of Wellington Management Group's portfolio in Q1 2026, its #1860 holding.
  • Wellington Management Group first reported a position in Empire Petroleum in Q3 2024 and has held it in 7 quarters since.
  • Wellington Management Group's Empire Petroleum position peaked at $355K in Q4 2024.
  • 46 funds tracked by Wall St. Rank held Empire Petroleum as of Q1 2026.

Based on Wellington Management Group's 13F filing for Q1 2026, filed 15 May 2026.