AE Wealth Management’s Murphy Oil MUR Stock Holding History

AE Wealth Management’s Portfolio MUR Stock Details MUR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$458K	Buy	11,109 +643	+6%	+$21.8K	﹤0.01%	1151
2025 Q4	$327K	Buy	10,466 +824	+9%	+$24.8K	﹤0.01%	1273
2025 Q3	$274K	Buy	+9,642	New	+$243K	﹤0.01%	1225
2025 Q2	–	Sell	-8,567	Closed	-$243K	–	2230
2025 Q1	$243K	Buy	+8,567	New	+$242K	﹤0.01%	1192
2023 Q3	–	Sell	-6,112	Closed	-$234K	–	2033
2023 Q2	$234K	Sell	6,112 -278	-4%	-$10.3K	﹤0.01%	1691
2023 Q1	$236K	Buy	6,390 +261	+4%	+$10.4K	﹤0.01%	1659
2022 Q4	$264K	Buy	6,129 +67	+1%	+$3.02K	﹤0.01%	1561
2022 Q3	$213K	Sell	6,062 -1,239	-17%	-$42.8K	﹤0.01%	1594
2022 Q2	$220K	Sell	7,301 -1,738	-19%	-$67K	﹤0.01%	1566
2022 Q1	$365K	Sell	9,039 -22,638	-71%	-$775K	﹤0.01%	1348
2021 Q4	$827K	Buy	+31,677	New	+$876K	0.01%	1013
2019 Q3	–	Sell	-29,545	Closed	-$728K	–	1038
2019 Q2	$728K	Buy	29,545 +18,902	+178%	+$499K	0.02%	487
2019 Q1	$312K	Buy	+10,643	New	+$302K	0.02%	448

Other funds holding MUR

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return