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Cherry Tree Wealth Management’s Murphy USA MUSA Stock Holding History

Cherry Tree Wealth Management’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
2025
Q2 		– Sell
-2
Closed -$940 – 695
2025
Q1 		$940 Hold
2
– – ﹤0.01% 685
2024
Q4 		$1K Buy
+2
New +$1.02K ﹤0.01% 573

Other funds holding MUSA

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
CB
Cadence Bank Tupelo, Mississippi $1.71B AUM 16.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Cherry Tree Wealth Management's MUSA Position: Q2 2025 in Review

Cherry Tree Wealth Management sold out of Murphy USA (MUSA) in Q2 2025, closing a stake of 2 shares — an estimated $940 sold.

Cherry Tree Wealth Management first reported a position in MUSA in Q4 2024 and held it in 2 quarters. The position peaked at $1K in Q4 2024. 495 funds tracked by Wall St. Rank hold MUSA as of Q2 2025.

  • Cherry Tree Wealth Management reported no remaining Murphy USA position as of Q2 2025 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 2 Murphy USA shares in Q2 2025, an estimated $940.
  • Cherry Tree Wealth Management first reported a position in Murphy USA in Q4 2024 and held it in 2 quarters.
  • Cherry Tree Wealth Management's Murphy USA position peaked at $1K in Q4 2024.
  • 495 funds tracked by Wall St. Rank held Murphy USA as of Q2 2025.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.