David Shaw’s Murphy USA MUSA Stock Holding History

David Shaw’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	–	Sell	-2,000	Closed	-$807K	–	4868
2025 Q4	$807K	Sell	2,000 -800	-29%	-$307K	﹤0.01%	3668
2025 Q3	$1.09M	Buy	+2,800	New	+$1.11M	﹤0.01%	3409
2023 Q4	–	Sell	-13,100	Closed	-$4.48M	–	4490
2023 Q3	$4.48M	Hold	13,100	–	–	﹤0.01%	1906
2023 Q2	$4.08M	Hold	13,100	–	–	﹤0.01%	2026
2023 Q1	$3.38M	Sell	13,100 -10,000	-43%	-$2.6M	﹤0.01%	2282
2022 Q4	$6.46M	Hold	23,100	–	–	0.01%	1841
2022 Q3	$6.35M	Buy	+23,100	New	+$6.46M	0.01%	1813
2018 Q4	–	Sell	-4,000	Closed	-$342K	–	3911
2018 Q3	$342K	Hold	4,000	–	–	﹤0.01%	3303
2018 Q2	$297K	Buy	+4,000	New	+$276K	﹤0.01%	3376
2015 Q2	–	Sell	-12,400	Closed	-$897K	–	3823
2015 Q1	$897K	Sell	12,400 -17,275	-58%	-$1.21M	﹤0.01%	2649
2014 Q4	$2.04M	Hold	29,675	–	–	﹤0.01%	2266
2014 Q3	$1.57M	Buy	29,675 +15,375	+108%	+$795K	﹤0.01%	2420
2014 Q2	$699K	Buy	+14,300	New	+$663K	﹤0.01%	3247

Other funds holding MUSA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

David Shaw's MUSA Position: Q2 2026 in Review

David Shaw reduced its Murphy USA (MUSA) stake by 89% in Q2 2026, selling an estimated $20.4M and leaving 4,680 shares worth $2.52M. The position accounts for ﹤0.01% of the portfolio, ranked #3000.

David Shaw first reported a position in MUSA in Q3 2013 and has held it in 50 quarters since. The position peaked at $103M in Q4 2025. 602 funds tracked by Wall St. Rank hold MUSA as of Q2 2026.

David Shaw held 4,680 shares of Murphy USA worth $2.52M as of Q2 2026.
David Shaw sold 37,642 Murphy USA shares in Q2 2026, an estimated $20.4M.
Murphy USA made up ﹤0.01% of David Shaw's portfolio in Q2 2026, its #3000 holding.
David Shaw first reported a position in Murphy USA in Q3 2013 and has held it in 50 quarters since.
David Shaw's Murphy USA position peaked at $103M in Q4 2025.
602 funds tracked by Wall St. Rank held Murphy USA as of Q2 2026.

Based on D.E. Shaw & Co's 13F filing for Q2 2026, filed 14 Aug 2026.