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Equitable Trust’s Murphy USA MUSA Stock Holding History

Equitable 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
Q3 		$244K Hold
485
– – 0.01% 419
2026
Q2 		$261K Hold
485
– – 0.01% 413
2026
Q1 		$240K Buy
+485
New +$208K 0.01% 436
2025
Q3 		– Sell
-1,085
Closed -$441K – 452
2025
Q2 		$441K Hold
1,085
– – 0.02% 323
2025
Q1 		$510K Hold
1,085
– – 0.03% 305
2024
Q4 		$544K Hold
1,085
– – 0.03% 302
2024
Q3 		$535K Hold
1,085
– – 0.03% 302
2024
Q2 		$509K Buy
+1,085
New +$473K 0.04% 294

Other funds holding MUSA

Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
HCM
Horrell Capital Management Little Rock, Arkansas $189M AUM 7.99% 1-Year Est. Return
FIM
Fruth Investment Management Houston, Texas $409M AUM 32.01% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Linden Thomas Advisory Services
Linden Thomas Advisory Services Charlotte, North Carolina $1.26B AUM 37.95% 1-Year Est. Return
MCA
Millennium Capital Advisors Little Rock, Arkansas $190M AUM 26.52% 1-Year Est. Return

Equitable Trust's MUSA Position: Q3 2026 in Review

Equitable Trust held its Murphy USA (MUSA) position steady in Q3 2026 at 485 shares worth $244K. The position accounts for 0.01% of the portfolio, ranked #419.

Equitable Trust first reported a position in MUSA in Q2 2024 and has held it in 8 quarters since. The position peaked at $544K in Q4 2024. 70 funds tracked by Wall St. Rank hold MUSA as of Q3 2026.

  • Equitable Trust held 485 shares of Murphy USA worth $244K as of Q3 2026.
  • Equitable Trust left its Murphy USA share count unchanged in Q3 2026.
  • Murphy USA made up 0.01% of Equitable Trust's portfolio in Q3 2026, its #419 holding.
  • Equitable Trust first reported a position in Murphy USA in Q2 2024 and has held it in 8 quarters since.
  • Equitable Trust's Murphy USA position peaked at $544K in Q4 2024.
  • 70 funds tracked by Wall St. Rank held Murphy USA as of Q3 2026.

Based on Equitable Trust's 13F filing for Q3 2026, filed 13 Oct 2026.