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Ballentine Partners’s Murphy USA MUSA Stock Holding History

Ballentine Partners’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
-570
Closed -$286K – 975
2024
Q4 		$286K Buy
+570
New +$291K ﹤0.01% 615

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

Ballentine Partners's MUSA Position: Q1 2025 in Review

Ballentine Partners sold out of Murphy USA (MUSA) in Q1 2025, closing a stake of 570 shares — an estimated $286K sold.

Ballentine Partners first reported a position in MUSA in Q4 2024 and held it in 1 quarter. The position peaked at $286K in Q4 2024. 514 funds tracked by Wall St. Rank hold MUSA as of Q1 2025.

  • Ballentine Partners reported no remaining Murphy USA position as of Q1 2025 after selling out during the quarter.
  • Ballentine Partners sold 570 Murphy USA shares in Q1 2025, an estimated $286K.
  • Ballentine Partners first reported a position in Murphy USA in Q4 2024 and held it in 1 quarter.
  • Ballentine Partners's Murphy USA position peaked at $286K in Q4 2024.
  • 514 funds tracked by Wall St. Rank held Murphy USA as of Q1 2025.

Based on Ballentine Partners's 13F filing for Q1 2025, filed 1 May 2025.