Balyasny Asset Management
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Balyasny Asset Management’s Murphy USA MUSA Stock Holding History

Balyasny Asset 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
2026
Q1 		$37.6M Buy
76,130
+34,083
+81% +$14.6M 0.05% 440
2025
Q4 		$17M Buy
42,047
+41,365
+6,065% +$15.9M 0.02% 800
2025
Q3 		$265K Sell
682
-21,292
-97% -$8.43M ﹤0.01% 2629
2025
Q2 		$8.94M Sell
21,974
-123,302
-85% -$56.1M 0.01% 1019
2025
Q1 		$68.3M Buy
145,276
+65,061
+81% +$30.9M 0.11% 216
2024
Q4 		$40.2M Sell
80,215
-60,712
-43% -$31M 0.06% 392
2024
Q3 		$69.5M Buy
140,927
+59,244
+73% +$29.7M 0.11% 210
2024
Q2 		$38.3M Buy
81,683
+42,000
+106% +$18.3M 0.07% 369
2024
Q1 		$16.6M Sell
39,683
-37,950
-49% -$14.8M 0.03% 708
2023
Q4 		$27.7M Buy
77,633
+37,254
+92% +$13.5M 0.05% 484
2023
Q3 		$13.8M Buy
+40,379
New +$12.8M 0.03% 716
2022
Q4 		– Sell
-4,092
Closed -$1.13M – 3067
2022
Q3 		$1.13M Buy
4,092
+2,746
+204% +$768K ﹤0.01% 1740
2022
Q2 		$313K Sell
1,346
-87,370
-98% -$20.6M ﹤0.01% 2092
2022
Q1 		$17.7M Buy
88,716
+46,546
+110% +$8.74M 0.06% 465
2021
Q4 		$8.4M Sell
42,170
-12,133
-22% -$2.17M 0.03% 688
2021
Q3 		$9.08M Sell
54,303
-97,895
-64% -$14.8M 0.04% 616
2021
Q2 		$20.3M Buy
152,198
+133,575
+717% +$18.5M 0.1% 294
2021
Q1 		$2.69M Sell
18,623
-12,203
-40% -$1.58M 0.01% 928
2020
Q4 		$4.03M Buy
+30,826
New +$3.96M 0.02% 712
2020
Q1 		– Sell
-19,734
Closed -$2.31M – 1398
2019
Q4 		$2.31M Buy
+19,734
New +$2.13M 0.01% 732
2019
Q2 		– Sell
-37,981
Closed -$3.25M – 1643
2019
Q1 		$3.25M Buy
37,981
+9,870
+35% +$780K 0.02% 688
2018
Q4 		$2.15M Sell
28,111
-60,281
-68% -$4.75M 0.02% 702
2018
Q3 		$7.55M Sell
88,392
-124,912
-59% -$10.3M 0.03% 577
2018
Q2 		$15.8M Buy
213,304
+144,910
+212% +$10M 0.07% 368
2018
Q1 		$4.98M Buy
68,394
+47,431
+226% +$3.7M 0.02% 712
2017
Q4 		$1.69M Buy
+20,963
New +$1.58M 0.01% 1185
2017
Q3 		– Sell
-153,053
Closed -$11.3M – 2022
2017
Q2 		$11.3M Sell
153,053
-109,195
-42% -$7.64M 0.05% 502
2017
Q1 		$19.3M Buy
+262,248
New +$17.3M 0.09% 293
2016
Q3 		– Sell
-117,810
Closed -$8.74M – 1183
2016
Q2 		$8.74M Buy
+117,810
New +$7.67M 0.06% 392
2016
Q1 		– Sell
-209,386
Closed -$12.7M – 1435
2015
Q4 		$12.7M Buy
209,386
+58,586
+39% +$3.5M 0.09% 311
2015
Q3 		$8.29M Buy
+150,800
New +$8.03M 0.06% 394

Other funds holding MUSA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Balyasny Asset Management's MUSA Position: Q1 2026 in Review

Balyasny Asset Management increased its Murphy USA (MUSA) stake by 81% in Q1 2026, buying an estimated $14.6M and bringing the position to 76,130 shares worth $37.6M. The position accounts for 0.05% of the portfolio, ranked #440.

Balyasny Asset Management first reported a position in MUSA in Q3 2015 and has held it in 31 quarters since. The position peaked at $69.5M in Q3 2024. 541 funds tracked by Wall St. Rank hold MUSA as of Q1 2026.

  • Balyasny Asset Management held 76,130 shares of Murphy USA worth $37.6M as of Q1 2026.
  • Balyasny Asset Management bought 34,083 Murphy USA shares in Q1 2026, an estimated $14.6M.
  • Murphy USA made up 0.05% of Balyasny Asset Management's portfolio in Q1 2026, its #440 holding.
  • Balyasny Asset Management first reported a position in Murphy USA in Q3 2015 and has held it in 31 quarters since.
  • Balyasny Asset Management's Murphy USA position peaked at $69.5M in Q3 2024.
  • 541 funds tracked by Wall St. Rank held Murphy USA as of Q1 2026.

Based on Balyasny Asset Management's 13F filing for Q1 2026, filed 15 May 2026.