Applied Capital LLC
MUSA icon

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
Q3 		$971K Buy
1,926
+35
+2% +$19.5K 0.39% 57
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

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Huntington National Bank
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

Applied Capital LLC's MUSA Position: Q3 2026 in Review

Applied Capital LLC increased its Murphy USA (MUSA) stake by 1.9% in Q3 2026, buying an estimated $19.5K and bringing the position to 1,926 shares worth $971K. The position accounts for 0.39% of the portfolio, ranked #57.

Applied Capital LLC first reported a position in MUSA in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.02M in Q2 2026. 344 funds tracked by Wall St. Rank hold MUSA as of Q3 2026.

  • Applied Capital LLC held 1,926 shares of Murphy USA worth $971K as of Q3 2026.
  • Applied Capital LLC bought 35 Murphy USA shares in Q3 2026, an estimated $19.5K.
  • Murphy USA made up 0.39% of Applied Capital LLC's portfolio in Q3 2026, its #57 holding.
  • Applied Capital LLC first reported a position in Murphy USA in Q3 2024 and has held it in 9 quarters since.
  • Applied Capital LLC's Murphy USA position peaked at $1.02M in Q2 2026.
  • 344 funds tracked by Wall St. Rank held Murphy USA as of Q3 2026.

Based on Applied Capital LLC's 13F filing for Q3 2026, filed 7 Oct 2026.