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Applied Capital LLC’s Murphy USA MUSA Stock Holding History

Applied Capital LLC’s Portfolio MUSA Stock Details MUSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.02M Hold
1,891
– – 0.41% 57
2026
Q1 		$934K Sell
1,891
-15
-0.8% -$6.42K 0.44% 60
2025
Q4 		$769K Buy
1,906
+1,227
+181% +$471K 0.46% 65
2025
Q3 		$264K Buy
679
+122
+22% +$48.3K 0.16% 79
2025
Q2 		$227K Hold
557
– – 0.16% 83
2025
Q1 		$262K Buy
557
+31
+6% +$14.7K 0.21% 79
2024
Q4 		$264K Buy
526
+41
+8% +$20.9K 0.2% 80
2024
Q3 		$239K Buy
+485
New +$243K 0.19% 79

Other funds holding MUSA

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
SNB
Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return
EAM
EULAV Asset Management Sarasota, Florida $3.13B AUM 23.04% 1-Year Est. Return
LI
Leeward Investments Boston, Massachusetts $2.2B AUM 46.08% 1-Year Est. Return
HCM
Horrell Capital Management Little Rock, Arkansas $219M AUM 21.7% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

Applied Capital LLC's MUSA Position: Q2 2026 in Review

Applied Capital LLC held its Murphy USA (MUSA) position steady in Q2 2026 at 1,891 shares worth $1.02M. The position accounts for 0.41% of the portfolio, ranked #57.

Applied Capital LLC first reported a position in MUSA in Q3 2024 and has held it in 8 quarters since. 185 funds tracked by Wall St. Rank hold MUSA as of Q2 2026.

  • Applied Capital LLC held 1,891 shares of Murphy USA worth $1.02M as of Q2 2026.
  • Applied Capital LLC left its Murphy USA share count unchanged in Q2 2026.
  • Murphy USA made up 0.41% of Applied Capital LLC's portfolio in Q2 2026, its #57 holding.
  • Applied Capital LLC first reported a position in Murphy USA in Q3 2024 and has held it in 8 quarters since.
  • 185 funds tracked by Wall St. Rank held Murphy USA as of Q2 2026.

Based on Applied Capital LLC's 13F filing for Q2 2026, filed 15 Jul 2026.