CM Wealth Advisors’s Murphy USA MUSA Stock Holding History

CM Wealth Advisors’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
2023 Q3	–	Sell	-480	Closed	-$145K	–	139
2023 Q2	$145K	Sell	480 -4,644	-91%	-$1.3M	0.05%	154
2023 Q1	$1.4M	Buy	+5,124	New	+$1.33M	0.27%	89

Other funds holding MUSA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Cadence Bank Tupelo, Mississippi $1.71B AUM 16.17% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

CM Wealth Advisors's MUSA Position: Q3 2023 in Review

CM Wealth Advisors sold out of Murphy USA (MUSA) in Q3 2023, closing a stake of 480 shares — an estimated $145K sold.

CM Wealth Advisors first reported a position in MUSA in Q1 2023 and held it in 2 quarters. The position peaked at $1.4M in Q1 2023. 423 funds tracked by Wall St. Rank hold MUSA as of Q3 2023.

CM Wealth Advisors reported no remaining Murphy USA position as of Q3 2023 after selling out during the quarter.
CM Wealth Advisors sold 480 Murphy USA shares in Q3 2023, an estimated $145K.
CM Wealth Advisors first reported a position in Murphy USA in Q1 2023 and held it in 2 quarters.
CM Wealth Advisors's Murphy USA position peaked at $1.4M in Q1 2023.
423 funds tracked by Wall St. Rank held Murphy USA as of Q3 2023.

Based on CM Wealth Advisors's 13F filing for Q3 2023, filed 16 Nov 2023.