Aristotle Atlantic Partners’s Murphy USA MUSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $11M | Sell |
22,238
-5,400
| -20% | -$2.31M | 0.51% | 48 |
|
|
2025
Q4 | $11.2M | Hold |
27,638
| – | – | 0.51% | 48 |
|
|
2025
Q3 | $10.7M | Sell |
27,638
-6,700
| -20% | -$2.65M | 0.31% | 58 |
|
|
2025
Q2 | $14M | Sell |
34,338
-2,500
| -7% | -$1.14M | 0.42% | 52 |
|
|
2025
Q1 | $17.3M | Hold |
36,838
| – | – | 0.58% | 47 |
|
|
2024
Q4 | $18.5M | Sell |
36,838
-2,100
| -5% | -$1.07M | 0.58% | 43 |
|
|
2024
Q3 | $19.2M | Hold |
38,938
| – | – | 0.6% | 45 |
|
|
2024
Q2 | $18.3M | Sell |
38,938
-1,975
| -5% | -$861K | 0.59% | 47 |
|
|
2024
Q1 | $17.2M | Hold |
40,913
| – | – | 0.56% | 51 |
|
|
2023
Q4 | $14.6M | Hold |
40,913
| – | – | 0.51% | 55 |
|
|
2023
Q3 | $14M | Hold |
40,913
| – | – | 0.56% | 53 |
|
|
2023
Q2 | $12.7M | Sell |
40,913
-500
| -1% | -$140K | 0.48% | 57 |
|
|
2023
Q1 | $10.7M | Hold |
41,413
| – | – | 0.55% | 59 |
|
|
2022
Q4 | $11.6M | Hold |
41,413
| – | – | 0.65% | 51 |
|
|
2022
Q3 | $11.4M | Hold |
41,413
| – | – | 0.69% | 48 |
|
|
2022
Q2 | $9.64M | Sell |
41,413
-500
| -1% | -$118K | 0.74% | 39 |
|
|
2022
Q1 | $8.38M | Hold |
41,913
| – | – | 0.52% | 51 |
|
|
2021
Q4 | $8.35M | Hold |
41,913
| – | – | 0.48% | 50 |
|
|
2021
Q3 | $7.01M | Hold |
41,913
| – | – | 0.46% | 49 |
|
|
2021
Q2 | $5.59M | Hold |
41,913
| – | – | 0.37% | 57 |
|
|
2021
Q1 | $6.06M | Sell |
41,913
-1,500
| -3% | -$194K | 0.44% | 49 |
|
|
2020
Q4 | $5.68M | Hold |
43,413
| – | – | 0.44% | 46 |
|
|
2020
Q3 | $5.57M | Hold |
43,413
| – | – | 0.49% | 41 |
|
|
2020
Q2 | $4.89M | Hold |
43,413
| – | – | 0.47% | 41 |
|
|
2020
Q1 | $3.66M | Hold |
43,413
| – | – | 0.56% | 39 |
|
|
2019
Q4 | $5.08M | Hold |
43,413
| – | – | 0.65% | 38 |
|
|
2019
Q3 | $3.7M | Hold |
43,413
| – | – | 1.07% | 22 |
|
|
2019
Q2 | $3.65M | Hold |
43,413
| – | – | 1.06% | 19 |
|
|
2019
Q1 | $3.72M | Hold |
43,413
| – | – | 1.13% | 18 |
|
|
2018
Q4 | $3.33M | Hold |
43,413
| – | – | 1.17% | 19 |
|
|
2018
Q3 | $3.29M | Hold |
43,413
| – | – | 2.01% | 17 |
|
|
2018
Q2 | $3.22M | Sell |
43,413
-10,145
| -19% | -$701K | 1.12% | 21 |
|
|
2018
Q1 | $3.9M | Hold |
53,558
| – | – | 1.41% | 17 |
|
|
2017
Q4 | $4.3M | Buy |
+53,558
| New | +$4.05M | 1.54% | 16 |
|
Other funds holding MUSA
VCM
VPM
HNB
RRAM
Aristotle Atlantic Partners's MUSA Position: Q1 2026 in Review
Aristotle Atlantic Partners reduced its Murphy USA (MUSA) stake by 20% in Q1 2026, selling an estimated $2.31M and leaving 22,238 shares worth $11M. The position accounts for 0.51% of the portfolio, ranked #48.
Aristotle Atlantic Partners first reported a position in MUSA in Q4 2017 and has held it in 34 quarters since. The position peaked at $19.2M in Q3 2024. 540 funds tracked by Wall St. Rank hold MUSA as of Q1 2026.
- Aristotle Atlantic Partners held 22,238 shares of Murphy USA worth $11M as of Q1 2026.
- Aristotle Atlantic Partners sold 5,400 Murphy USA shares in Q1 2026, an estimated $2.31M.
- Murphy USA made up 0.51% of Aristotle Atlantic Partners's portfolio in Q1 2026, its #48 holding.
- Aristotle Atlantic Partners first reported a position in Murphy USA in Q4 2017 and has held it in 34 quarters since.
- Aristotle Atlantic Partners's Murphy USA position peaked at $19.2M in Q3 2024.
- 540 funds tracked by Wall St. Rank held Murphy USA as of Q1 2026.
Based on Aristotle Atlantic Partners's 13F filing for Q1 2026, filed 15 May 2026.