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Avior Wealth Management’s Murphy USA MUSA Stock Holding History

Avior Wealth Management’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
Q1 		– Sell
-23
Closed -$11.5K – 1749
2024
Q4 		$11.5K Hold
23
– – ﹤0.01% 1572
2024
Q3 		$11.3K Buy
23
+1
+5% +$502 ﹤0.01% 1515
2024
Q2 		$10.3K Sell
22
-51
-70% -$22.2K ﹤0.01% 1508
2024
Q1 		$30.6K Buy
73
+53
+265% +$20.7K ﹤0.01% 1431
2023
Q4 		$7.13K Sell
20
-1
-5% -$362 ﹤0.01% 1052
2023
Q3 		$7.18K Hold
21
– – ﹤0.01% 1095
2023
Q2 		$6.53K Hold
21
– – ﹤0.01% 1105
2023
Q1 		$5.42K Buy
+21
New +$5.46K ﹤0.01% 1177

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
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CB
Cadence Bank Tupelo, Mississippi $1.71B AUM 16.17% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Avior Wealth Management's MUSA Position: Q1 2025 in Review

Avior Wealth Management sold out of Murphy USA (MUSA) in Q1 2025, closing a stake of 23 shares — an estimated $11.5K sold.

Avior Wealth Management first reported a position in MUSA in Q1 2023 and held it in 8 quarters. The position peaked at $30.6K in Q1 2024. 514 funds tracked by Wall St. Rank hold MUSA as of Q1 2025.

  • Avior Wealth Management reported no remaining Murphy USA position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 23 Murphy USA shares in Q1 2025, an estimated $11.5K.
  • Avior Wealth Management first reported a position in Murphy USA in Q1 2023 and held it in 8 quarters.
  • Avior Wealth Management's Murphy USA position peaked at $30.6K in Q1 2024.
  • 514 funds tracked by Wall St. Rank held Murphy USA as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.