Claret Asset Management’s Murphy USA MUSA Stock Holding History

Claret Asset 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
2026 Q1	$277K	Hold	561	–	–	0.03%	209
2025 Q4	$226K	Sell	561 -1	-0.2%	-$384	0.03%	322
2025 Q3	$218K	Sell	562 -8	-1%	-$3.17K	0.03%	357
2025 Q2	$232K	Buy	+570	New	+$259K	0.03%	356
2025 Q1	–	Sell	-413	Closed	-$207K	–	333
2024 Q4	$207K	Buy	413 +3	+0.7%	+$1.53K	0.03%	272
2024 Q3	$202K	Buy	+410	New	+$206K	0.03%	315
2020 Q1	–	Sell	-6,012	Closed	-$703K	–	189
2019 Q4	$703K	Sell	6,012 -1,263	-17%	-$136K	0.14%	90
2019 Q3	$621K	Sell	7,275 -365	-5%	-$32.1K	0.13%	94
2019 Q2	$642K	Sell	7,640 -913	-11%	-$76.4K	0.13%	93
2019 Q1	$732K	Sell	8,553 -141	-2%	-$11.1K	0.15%	93
2018 Q4	$666K	Sell	8,694 -520	-6%	-$41K	0.15%	96
2018 Q3	$787K	Sell	9,214 -13,785	-60%	-$1.14M	0.15%	88
2018 Q2	$1.71M	Buy	22,999 +1,246	+6%	+$86.1K	0.35%	61
2018 Q1	$1.58M	Sell	21,753 -2,902	-12%	-$227K	0.36%	62
2017 Q4	$1.98M	Buy	+24,655	New	+$1.86M	0.43%	56

Other funds holding MUSA

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 London, United Kingdom $280B AUM 33.63% 1-Year Est. Return

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return