Carson Wealth (CWM LLC)’s Murphy USA MUSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.91M | Sell |
7,918
-3,677
| -32% | -$1.57M | 0.01% | 914 |
|
|
2025
Q4 | $4.68M | Buy |
11,595
+5,968
| +106% | +$2.29M | 0.01% | 807 |
|
|
2025
Q3 | $2.19M | Buy |
5,627
+3,321
| +144% | +$1.31M | 0.01% | 1052 |
|
|
2025
Q2 | $938K | Sell |
2,306
-156
| -6% | -$70.9K | ﹤0.01% | 1269 |
|
|
2025
Q1 | $1.16M | Sell |
2,462
-267
| -10% | -$127K | ﹤0.01% | 1055 |
|
|
2024
Q4 | $1.37M | Sell |
2,729
-162
| -6% | -$82.7K | 0.01% | 938 |
|
|
2024
Q3 | $1.43M | Sell |
2,891
-230
| -7% | -$115K | 0.01% | 846 |
|
|
2024
Q2 | $1.47M | Sell |
3,121
-458
| -13% | -$200K | 0.01% | 732 |
|
|
2024
Q1 | $1.5M | Sell |
3,579
-353
| -9% | -$138K | 0.01% | 706 |
|
|
2023
Q4 | $1.4M | Sell |
3,932
-593
| -13% | -$215K | 0.01% | 675 |
|
|
2023
Q3 | $1.55M | Sell |
4,525
-163
| -3% | -$51.8K | 0.01% | 607 |
|
|
2023
Q2 | $1.46M | Sell |
4,688
-43
| -0.9% | -$12K | 0.01% | 595 |
|
|
2023
Q1 | $1.22M | Buy |
4,731
+4,359
| +1,172% | +$1.13M | 0.01% | 598 |
|
|
2022
Q4 | $104K | Buy |
372
+12
| +3% | +$3.48K | ﹤0.01% | 1364 |
|
|
2022
Q3 | $99K | Buy |
360
+13
| +4% | +$3.64K | ﹤0.01% | 1332 |
|
|
2022
Q2 | $81K | Buy |
347
+22
| +7% | +$5.19K | ﹤0.01% | 1402 |
|
|
2022
Q1 | $65K | Buy |
325
+28
| +9% | +$5.26K | ﹤0.01% | 1491 |
|
|
2021
Q4 | $59K | Buy |
+297
| New | +$53.1K | ﹤0.01% | 1507 |
|
|
2021
Q2 | $23K | Hold |
176
| – | – | ﹤0.01% | 1731 |
|
|
2021
Q1 | $23K | Hold |
176
| – | – | ﹤0.01% | 1731 |
|
|
2020
Q4 | $23K | Hold |
176
| – | – | ﹤0.01% | 1731 |
|
|
2020
Q3 | $23K | Hold |
176
| – | – | ﹤0.01% | 1731 |
|
|
2020
Q2 | $23K | Hold |
176
| – | – | ﹤0.01% | 1731 |
|
|
2020
Q1 | $23K | Hold |
176
| – | – | ﹤0.01% | 1731 |
|
|
2019
Q4 | $23K | Hold |
176
| – | – | ﹤0.01% | 1731 |
|
|
2019
Q3 | $23K | Hold |
176
| – | – | ﹤0.01% | 1731 |
|
|
2019
Q2 | $23K | Hold |
176
| – | – | ﹤0.01% | 1731 |
|
|
2019
Q1 | $23K | Buy |
+176
| New | +$13.9K | ﹤0.01% | 1731 |
|
|
2017
Q3 | – | Sell |
-5
| Closed | – | – | 1531 |
|
|
2017
Q2 | $0 | Hold |
5
| – | – | ﹤0.01% | 1265 |
|
|
2017
Q1 | $0 | Hold |
5
| – | – | ﹤0.01% | 1257 |
|
|
2016
Q4 | $0 | Hold |
5
| – | – | ﹤0.01% | 1147 |
|
|
2016
Q3 | $0 | Hold |
5
| – | – | ﹤0.01% | 1036 |
|
|
2016
Q2 | $0 | Buy |
+5
| New | +$326 | ﹤0.01% | 838 |
|
Other funds holding MUSA
VCM
VPM
HNB
RRAM
Carson Wealth (CWM LLC)'s MUSA Position: Q1 2026 in Review
Carson Wealth (CWM LLC) reduced its Murphy USA (MUSA) stake by 32% in Q1 2026, selling an estimated $1.57M and leaving 7,918 shares worth $3.91M. The position accounts for 0.01% of the portfolio, ranked #914.
Carson Wealth (CWM LLC) first reported a position in MUSA in Q2 2016 and has held it in 33 quarters since. The position peaked at $4.68M in Q4 2025. 540 funds tracked by Wall St. Rank hold MUSA as of Q1 2026.
- Carson Wealth (CWM LLC) held 7,918 shares of Murphy USA worth $3.91M as of Q1 2026.
- Carson Wealth (CWM LLC) sold 3,677 Murphy USA shares in Q1 2026, an estimated $1.57M.
- Murphy USA made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #914 holding.
- Carson Wealth (CWM LLC) first reported a position in Murphy USA in Q2 2016 and has held it in 33 quarters since.
- Carson Wealth (CWM LLC)'s Murphy USA position peaked at $4.68M in Q4 2025.
- 540 funds tracked by Wall St. Rank held Murphy USA as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.