Chevy Chase Trust
MUR icon

Chevy Chase Trust’s Murphy Oil MUR Stock Holding History

Chevy Chase Trust’s Portfolio MUR Stock Details MUR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-2,687
Closed -$73K – 873
2019
Q4 		$73K Buy
+2,687
New +$61.6K ﹤0.01% 761
2017
Q3 		– Sell
-142,250
Closed -$3.65M – 690
2017
Q2 		$3.65M Buy
142,250
+31
+0% +$809 0.02% 519
2017
Q1 		$4.07M Buy
142,219
+4,435
+3% +$128K 0.02% 512
2016
Q4 		$4.29M Buy
137,784
+181
+0.1% +$5.48K 0.02% 503
2016
Q3 		$4.18M Sell
137,603
-3,199
-2% -$91.2K 0.02% 501
2016
Q2 		$4.47M Buy
140,802
+1,318
+0.9% +$39.9K 0.02% 492
2016
Q1 		$3.51M Buy
139,484
+5,956
+4% +$119K 0.02% 504
2015
Q4 		$3M Buy
133,528
+662
+0.5% +$17.9K 0.02% 516
2015
Q3 		$3.21M Sell
132,866
-2,353
-2% -$75.2K 0.02% 515
2015
Q2 		$5.62M Buy
135,219
+1,960
+1% +$89.2K 0.03% 470
2015
Q1 		$6.21M Buy
133,259
+4,427
+3% +$214K 0.04% 460
2014
Q4 		$6.51M Sell
128,832
-2,638
-2% -$135K 0.04% 439
2014
Q3 		$7.48M Buy
131,470
+6,755
+5% +$418K 0.05% 396
2014
Q2 		$8.29M Sell
124,715
-1,780
-1% -$112K 0.06% 365
2014
Q1 		$7.95M Sell
126,495
-5,016
-4% -$302K 0.06% 363
2013
Q4 		$8.53M Buy
131,511
+5,318
+4% +$333K 0.06% 347
2013
Q3 		$7.61M Sell
126,193
-24,929
-16% -$1.47M 0.06% 345
2013
Q2 		$7.95M Buy
+151,122
New +$8.18M 0.07% 324

Other funds holding MUR

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Chevy Chase Trust's MUR Position: Q1 2020 in Review

Chevy Chase Trust sold out of Murphy Oil (MUR) in Q1 2020, closing a stake of 2,687 shares — an estimated $73K sold.

Chevy Chase Trust first reported a position in MUR in Q2 2013 and held it in 18 quarters. The position peaked at $8.53M in Q4 2013. 294 funds tracked by Wall St. Rank hold MUR as of Q1 2020.

  • Chevy Chase Trust reported no remaining Murphy Oil position as of Q1 2020 after selling out during the quarter.
  • Chevy Chase Trust sold 2,687 Murphy Oil shares in Q1 2020, an estimated $73K.
  • Chevy Chase Trust first reported a position in Murphy Oil in Q2 2013 and held it in 18 quarters.
  • Chevy Chase Trust's Murphy Oil position peaked at $8.53M in Q4 2013.
  • 294 funds tracked by Wall St. Rank held Murphy Oil as of Q1 2020.

Based on Chevy Chase Trust's 13F filing for Q1 2020, filed 13 May 2020.