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BerganKDV Wealth Management’s Murphy Oil MUR Stock Holding History

BerganKDV 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
2022
Q2 		– Sell
-35
Closed -$1K – 1022
2022
Q1 		$1K Hold
35
– – ﹤0.01% 940
2021
Q4 		$1K Hold
35
– – ﹤0.01% 996
2021
Q3 		$1K Hold
35
– – ﹤0.01% 981
2021
Q2 		$1K Hold
35
– – ﹤0.01% 929
2021
Q1 		$1K Hold
35
– – ﹤0.01% 876
2020
Q4 		$0 Buy
+35
New +$348 ﹤0.01% 992

Other funds holding MUR

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BerganKDV Wealth Management's MUR Position: Q2 2022 in Review

BerganKDV Wealth Management sold out of Murphy Oil (MUR) in Q2 2022, closing a stake of 35 shares — an estimated $1K sold.

BerganKDV Wealth Management first reported a position in MUR in Q4 2020 and held it in 6 quarters. The position peaked at $1K in Q1 2022. 331 funds tracked by Wall St. Rank hold MUR as of Q2 2022.

  • BerganKDV Wealth Management reported no remaining Murphy Oil position as of Q2 2022 after selling out during the quarter.
  • BerganKDV Wealth Management sold 35 Murphy Oil shares in Q2 2022, an estimated $1K.
  • BerganKDV Wealth Management first reported a position in Murphy Oil in Q4 2020 and held it in 6 quarters.
  • BerganKDV Wealth Management's Murphy Oil position peaked at $1K in Q1 2022.
  • 331 funds tracked by Wall St. Rank held Murphy Oil as of Q2 2022.

Based on BerganKDV Wealth Management's 13F filing for Q2 2022, filed 13 Jul 2022.