CIA
MUSA icon

Cape Investment Advisory’s Murphy USA MUSA Stock Holding History

Cape Investment Advisory’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
-8
Closed -$3.23K – 826
2025
Q4 		$3.23K Hold
8
– – ﹤0.01% 1012
2025
Q3 		$3.11K Hold
8
– – ﹤0.01% 613
2025
Q2 		$3.25K Buy
+8
New +$3.64K ﹤0.01% 845
2024
Q1 		– Sell
-3
Closed -$1.07K – 1086
2023
Q4 		$1.07K Buy
+3
New +$1.09K ﹤0.01% 1002

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

Cape Investment Advisory's MUSA Position: Q1 2026 in Review

Cape Investment Advisory sold out of Murphy USA (MUSA) in Q1 2026, closing a stake of 8 shares — an estimated $3.23K sold.

Cape Investment Advisory first reported a position in MUSA in Q4 2023 and held it in 4 quarters. The position peaked at $3.25K in Q2 2025. 540 funds tracked by Wall St. Rank hold MUSA as of Q1 2026.

  • Cape Investment Advisory reported no remaining Murphy USA position as of Q1 2026 after selling out during the quarter.
  • Cape Investment Advisory sold 8 Murphy USA shares in Q1 2026, an estimated $3.23K.
  • Cape Investment Advisory first reported a position in Murphy USA in Q4 2023 and held it in 4 quarters.
  • Cape Investment Advisory's Murphy USA position peaked at $3.25K in Q2 2025.
  • 540 funds tracked by Wall St. Rank held Murphy USA as of Q1 2026.

Based on Cape Investment Advisory's 13F filing for Q1 2026, filed 15 May 2026.