De Lisle Partners’s Murphy USA MUSA Stock Holding History

De Lisle Partners’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	$741K	Sell	1,500 -8,729	-85%	-$3.74M	0.09%	151
2025 Q4	$4.13M	Sell	10,229 -32,032	-76%	-$12.3M	0.53%	60
2025 Q3	$16.4M	Sell	42,261 -4,000	-9%	-$1.58M	2.02%	8
2025 Q2	$18.8M	Buy	46,261 +4,000	+9%	+$1.82M	2.65%	6
2025 Q1	$19.9M	Buy	42,261 +3,455	+9%	+$1.64M	3.3%	3
2024 Q4	$19.5M	Buy	38,806 +3,400	+10%	+$1.74M	2.85%	4
2024 Q3	$17.4M	Buy	35,406 +2,500	+8%	+$1.25M	2.83%	6
2024 Q2	$15.4M	Buy	32,906 +2,000	+6%	+$871K	3.37%	2
2024 Q1	$13M	Buy	+30,906	New	+$12.1M	2.99%	5

Other funds holding MUSA

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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

HNB

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

RRAM

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

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

De Lisle Partners's MUSA Position: Q1 2026 in Review

De Lisle Partners reduced its Murphy USA (MUSA) stake by 85% in Q1 2026, selling an estimated $3.74M and leaving 1,500 shares worth $741K. The position accounts for 0.09% of the portfolio, ranked #151.

De Lisle Partners first reported a position in MUSA in Q1 2024 and has held it in 9 quarters since. The position peaked at $19.9M in Q1 2025. 540 funds tracked by Wall St. Rank hold MUSA as of Q1 2026.

De Lisle Partners held 1,500 shares of Murphy USA worth $741K as of Q1 2026.
De Lisle Partners sold 8,729 Murphy USA shares in Q1 2026, an estimated $3.74M.
Murphy USA made up 0.09% of De Lisle Partners's portfolio in Q1 2026, its #151 holding.
De Lisle Partners first reported a position in Murphy USA in Q1 2024 and has held it in 9 quarters since.
De Lisle Partners's Murphy USA position peaked at $19.9M in Q1 2025.
540 funds tracked by Wall St. Rank held Murphy USA as of Q1 2026.

Based on De Lisle Partners's 13F filing for Q1 2026, filed 13 May 2026.