Aristotle Atlantic Partners’s Murphy USA MUSA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$14M	Sell	34,338 -2,500	-7%	-$1.02M	0.42%	52
2025 Q1	$17.3M	Hold	36,838	–	–	0.58%	47
2024 Q4	$18.5M	Sell	36,838 -2,100	-5%	-$1.05M	0.58%	43
2024 Q3	$19.2M	Hold	38,938	–	–	0.6%	45
2024 Q2	$18.3M	Sell	38,938 -1,975	-5%	-$927K	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%	-$156K	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%	-$116K	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%	-$217K	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%	-$753K	1.12%	21
2018 Q1	$3.9M	Hold	53,558	–	–	1.41%	17
2017 Q4	$4.3M	Buy	+53,558	New	+$4.3M	1.54%	16