BSW
MUSA icon

Buckingham Strategic Wealth’s Murphy USA MUSA Stock Holding History

Buckingham Strategic Wealth’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
2023
Q4 		– Sell
-1,508
Closed -$515K – 738
2023
Q3 		$515K Buy
+1,508
New +$479K 0.01% 411

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Buckingham Strategic Wealth's MUSA Position: Q4 2023 in Review

Buckingham Strategic Wealth sold out of Murphy USA (MUSA) in Q4 2023, closing a stake of 1,508 shares — an estimated $515K sold.

Buckingham Strategic Wealth first reported a position in MUSA in Q3 2023 and held it in 1 quarter. The position peaked at $515K in Q3 2023. 437 funds tracked by Wall St. Rank hold MUSA as of Q4 2023.

  • Buckingham Strategic Wealth reported no remaining Murphy USA position as of Q4 2023 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 1,508 Murphy USA shares in Q4 2023, an estimated $515K.
  • Buckingham Strategic Wealth first reported a position in Murphy USA in Q3 2023 and held it in 1 quarter.
  • Buckingham Strategic Wealth's Murphy USA position peaked at $515K in Q3 2023.
  • 437 funds tracked by Wall St. Rank held Murphy USA as of Q4 2023.

Based on Buckingham Strategic Wealth's 13F filing for Q4 2023, filed 14 Feb 2024.