Clearstead Advisors’s Murphy Oil MUR Stock Holding History

Clearstead Advisors’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
2026 Q1	$248K	Buy	6,006 +5,367	+840%	+$182K	﹤0.01%	927
2025 Q4	$20K	Buy	639 +171	+37%	+$5.14K	﹤0.01%	1710
2025 Q3	$13.3K	Buy	468 +333	+247%	+$8.4K	﹤0.01%	1822
2025 Q2	$3.04K	Buy	135 +111	+463%	+$2.47K	﹤0.01%	2238
2025 Q1	$682	Sell	24 -299	-93%	-$8.44K	﹤0.01%	2035
2024 Q4	$9.77K	Buy	323 +21	+7%	+$675	﹤0.01%	1570
2024 Q3	$10.2K	Hold	302	–	–	﹤0.01%	1574
2024 Q2	$12.5K	Buy	+302	New	+$13.2K	﹤0.01%	1501

Other funds holding MUR

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

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management

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

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Fidelity Investments

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