Diversified Trust’s Murphy USA MUSA Stock Holding History

Diversified Trust’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 Q2	$695K	Buy	1,289 +846	+191%	+$460K	0.01%	644
2026 Q1	$219K	Buy	+443	New	+$190K	﹤0.01%	949
2023 Q1	–	Sell	-1,884	Closed	-$527K	–	890
2022 Q4	$527K	Buy	1,884 +930	+97%	+$270K	0.02%	409
2022 Q3	$262K	Buy	+954	New	+$267K	0.01%	589
2021 Q2	–	Sell	-4,685	Closed	-$677K	–	854
2021 Q1	$677K	Buy	+4,685	New	+$606K	0.03%	288

Other funds holding MUSA

RRAM

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

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

SNB

Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return

HCM

Horrell Capital Management Little Rock, Arkansas $219M AUM 21.7% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

FIM

Fruth Investment Management Houston, Texas $421M AUM 35.14% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

OTL

Oak Thistle LLC New York $1.03B AUM 26.06% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $5.7B AUM 35.76% 1-Year Est. Return

Diversified Trust's MUSA Position: Q2 2026 in Review

Diversified Trust increased its Murphy USA (MUSA) stake by 191% in Q2 2026, buying an estimated $460K and bringing the position to 1,289 shares worth $695K. The position accounts for 0.01% of the portfolio, ranked #644.

Diversified Trust first reported a position in MUSA in Q1 2021 and has held it in 5 quarters since. 78 funds tracked by Wall St. Rank hold MUSA as of Q2 2026.

Diversified Trust held 1,289 shares of Murphy USA worth $695K as of Q2 2026.
Diversified Trust bought 846 Murphy USA shares in Q2 2026, an estimated $460K.
Murphy USA made up 0.01% of Diversified Trust's portfolio in Q2 2026, its #644 holding.
Diversified Trust first reported a position in Murphy USA in Q1 2021 and has held it in 5 quarters since.
78 funds tracked by Wall St. Rank held Murphy USA as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.