Avior Wealth Management’s Murphy Oil MUR Stock Holding History

Avior Wealth Management’s Portfolio MUR Stock Details MUR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-8,010	Closed	-$227K	–	751
2025 Q1	$227K	Hold	8,010	–	–	0.01%	623
2024 Q4	$242K	Sell	8,010 -7	-0.1%	-$225	0.01%	650
2024 Q3	$270K	Buy	8,017 +7	+0.1%	+$264	0.01%	616
2024 Q2	$330K	Sell	8,010 -302	-4%	-$13.2K	0.01%	549
2024 Q1	$380K	Buy	+8,312	New	+$335K	0.02%	520
2017 Q2	–	Sell	-330	Closed	-$9K	–	474
2017 Q1	$9K	Hold	330	–	–	﹤0.01%	361
2016 Q4	$10K	Hold	330	–	–	﹤0.01%	332
2016 Q3	$10K	Hold	330	–	–	﹤0.01%	335
2016 Q2	$10K	Hold	330	–	–	﹤0.01%	335
2016 Q1	$8K	Hold	330	–	–	﹤0.01%	357
2015 Q4	$7K	Hold	330	–	–	﹤0.01%	339
2015 Q3	$8K	Buy	330 +115	+53%	+$3.67K	﹤0.01%	296
2015 Q2	$9K	Buy	+215	New	+$9.78K	0.01%	270

Other funds holding MUR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Avior Wealth Management's MUR Position: Q2 2025 in Review

Avior Wealth Management sold out of Murphy Oil (MUR) in Q2 2025, closing a stake of 8,010 shares — an estimated $227K sold.

Avior Wealth Management first reported a position in MUR in Q2 2015 and held it in 13 quarters. The position peaked at $380K in Q1 2024. 370 funds tracked by Wall St. Rank hold MUR as of Q2 2025.

Avior Wealth Management reported no remaining Murphy Oil position as of Q2 2025 after selling out during the quarter.
Avior Wealth Management sold 8,010 Murphy Oil shares in Q2 2025, an estimated $227K.
Avior Wealth Management first reported a position in Murphy Oil in Q2 2015 and held it in 13 quarters.
Avior Wealth Management's Murphy Oil position peaked at $380K in Q1 2024.
370 funds tracked by Wall St. Rank held Murphy Oil as of Q2 2025.

Based on Avior Wealth Management's 13F filing for Q2 2025, filed 17 Jul 2025.