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Arete Wealth Advisors’s Murphy USA MUSA Stock Holding History

Arete Wealth Advisors’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
2025
Q2 		– Sell
-890
Closed -$418K – 787
2025
Q1 		$418K Sell
890
-66
-7% -$31.3K 0.03% 439
2024
Q4 		$479K Buy
956
+64
+7% +$32.7K 0.03% 420
2024
Q3 		$439K Buy
+892
New +$447K 0.04% 405

Other funds holding MUSA

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 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
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
CB
Cadence Bank Tupelo, Mississippi $1.71B AUM 16.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Arete Wealth Advisors's MUSA Position: Q2 2025 in Review

Arete Wealth Advisors sold out of Murphy USA (MUSA) in Q2 2025, closing a stake of 890 shares — an estimated $418K sold.

Arete Wealth Advisors first reported a position in MUSA in Q3 2024 and held it in 3 quarters. The position peaked at $479K in Q4 2024. 495 funds tracked by Wall St. Rank hold MUSA as of Q2 2025.

  • Arete Wealth Advisors reported no remaining Murphy USA position as of Q2 2025 after selling out during the quarter.
  • Arete Wealth Advisors sold 890 Murphy USA shares in Q2 2025, an estimated $418K.
  • Arete Wealth Advisors first reported a position in Murphy USA in Q3 2024 and held it in 3 quarters.
  • Arete Wealth Advisors's Murphy USA position peaked at $479K in Q4 2024.
  • 495 funds tracked by Wall St. Rank held Murphy USA as of Q2 2025.

Based on Arete Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.