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Caerus Investment Advisors’s Murphy USA MUSA Stock Holding History

Caerus Investment Advisors’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 		– Sell
-883
Closed -$356K – 343
2025
Q4 		$356K Buy
883
+358
+68% +$137K 0.12% 192
2025
Q3 		$204K Buy
+525
New +$208K 0.08% 260

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

Caerus Investment Advisors's MUSA Position: Q1 2026 in Review

Caerus Investment Advisors sold out of Murphy USA (MUSA) in Q1 2026, closing a stake of 883 shares — an estimated $356K sold.

Caerus Investment Advisors first reported a position in MUSA in Q3 2025 and held it in 2 quarters. The position peaked at $356K in Q4 2025. 540 funds tracked by Wall St. Rank hold MUSA as of Q1 2026.

  • Caerus Investment Advisors reported no remaining Murphy USA position as of Q1 2026 after selling out during the quarter.
  • Caerus Investment Advisors sold 883 Murphy USA shares in Q1 2026, an estimated $356K.
  • Caerus Investment Advisors first reported a position in Murphy USA in Q3 2025 and held it in 2 quarters.
  • Caerus Investment Advisors's Murphy USA position peaked at $356K in Q4 2025.
  • 540 funds tracked by Wall St. Rank held Murphy USA as of Q1 2026.

Based on Caerus Investment Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.