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Bogart Wealth LLC’s Murphy USA MUSA Stock Holding History

Bogart Wealth LLC’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
Q2 		$2.69K Buy
5
+3
+150% +$1.63K ﹤0.01% 1377
2026
Q1 		$988 Buy
2
+1
+100% +$428 ﹤0.01% 1452
2025
Q4 		$404 Buy
+1
New +$384 ﹤0.01% 1504

Other funds holding MUSA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bogart Wealth LLC's MUSA Position: Q2 2026 in Review

Bogart Wealth LLC increased its Murphy USA (MUSA) stake by 150% in Q2 2026, buying an estimated $1.63K and bringing the position to 5 shares worth $2.69K. The position accounts for ﹤0.01% of the portfolio, ranked #1377.

Bogart Wealth LLC first reported a position in MUSA in Q4 2025 and has held it in 3 quarters since. 607 funds tracked by Wall St. Rank hold MUSA as of Q2 2026.

  • Bogart Wealth LLC held 5 shares of Murphy USA worth $2.69K as of Q2 2026.
  • Bogart Wealth LLC bought 3 Murphy USA shares in Q2 2026, an estimated $1.63K.
  • Murphy USA made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1377 holding.
  • Bogart Wealth LLC first reported a position in Murphy USA in Q4 2025 and has held it in 3 quarters since.
  • 607 funds tracked by Wall St. Rank held Murphy USA as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.