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Affinity Wealth Management’s Murphy Oil MUR Stock Holding History

Affinity 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
2024
Q4 		– Sell
-18,020
Closed -$608K – 106
2024
Q3 		$608K Sell
18,020
-11,824
-40% -$447K 0.11% 56
2024
Q2 		$1.23M Buy
29,844
+2,455
+9% +$107K 0.22% 42
2024
Q1 		$1.25M Sell
27,389
-814
-3% -$32.8K 0.23% 44
2023
Q4 		$1.2M Sell
28,203
-31
-0.1% -$1.36K 0.25% 44
2023
Q3 		$1.28M Sell
28,234
-145
-0.5% -$6.31K 0.29% 46
2023
Q2 		$1.09M Buy
28,379
+736
+3% +$27.2K 0.25% 48
2023
Q1 		$1.02M Buy
27,643
+447
+2% +$17.9K 0.24% 54
2022
Q4 		$1.17M Sell
27,196
-273
-1% -$12.3K 0.28% 46
2022
Q3 		$966K Sell
27,469
-172
-0.6% -$5.95K 0.24% 49
2022
Q2 		$783K Sell
27,641
-131
-0.5% -$5.05K 0.18% 52
2022
Q1 		$1.18M Sell
27,772
-1,234
-4% -$42.3K 0.24% 47
2021
Q4 		$909K Buy
29,006
+8,319
+40% +$230K 0.19% 55
2021
Q3 		$566K Buy
20,687
+4,426
+27% +$95.4K 0.11% 68
2021
Q2 		$344K Buy
+16,261
New +$332K 0.07% 72

Other funds holding MUR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Affinity Wealth Management's MUR Position: Q4 2024 in Review

Affinity Wealth Management sold out of Murphy Oil (MUR) in Q4 2024, closing a stake of 18,020 shares — an estimated $608K sold.

Affinity Wealth Management first reported a position in MUR in Q2 2021 and held it in 14 quarters. The position peaked at $1.28M in Q3 2023. 408 funds tracked by Wall St. Rank hold MUR as of Q4 2024.

  • Affinity Wealth Management reported no remaining Murphy Oil position as of Q4 2024 after selling out during the quarter.
  • Affinity Wealth Management sold 18,020 Murphy Oil shares in Q4 2024, an estimated $608K.
  • Affinity Wealth Management first reported a position in Murphy Oil in Q2 2021 and held it in 14 quarters.
  • Affinity Wealth Management's Murphy Oil position peaked at $1.28M in Q3 2023.
  • 408 funds tracked by Wall St. Rank held Murphy Oil as of Q4 2024.

Based on Affinity Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.