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Compass Wealth Management’s Murphy Oil MUR Stock Holding History

Compass Wealth Management’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
2025
Q2 		– Sell
-1,250
Closed -$35.5K – 312
2025
Q1 		$35.5K Hold
1,250
– – 0.01% 272
2024
Q4 		$37.8K Hold
1,250
– – 0.01% 270
2024
Q3 		$42.2K Buy
+1,250
New +$47.2K 0.01% 270

Other funds holding MUR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Compass Wealth Management's MUR Position: Q2 2025 in Review

Compass Wealth Management sold out of Murphy Oil (MUR) in Q2 2025, closing a stake of 1,250 shares — an estimated $35.5K sold.

Compass Wealth Management first reported a position in MUR in Q3 2024 and held it in 3 quarters. The position peaked at $42.2K in Q3 2024. 370 funds tracked by Wall St. Rank hold MUR as of Q2 2025.

  • Compass Wealth Management reported no remaining Murphy Oil position as of Q2 2025 after selling out during the quarter.
  • Compass Wealth Management sold 1,250 Murphy Oil shares in Q2 2025, an estimated $35.5K.
  • Compass Wealth Management first reported a position in Murphy Oil in Q3 2024 and held it in 3 quarters.
  • Compass Wealth Management's Murphy Oil position peaked at $42.2K in Q3 2024.
  • 370 funds tracked by Wall St. Rank held Murphy Oil as of Q2 2025.

Based on Compass Wealth Management's 13F filing for Q2 2025, filed 8 Aug 2025.