EWP
MUSA icon

Evergreen Wealth Partners’s Murphy USA MUSA Stock Holding History

Evergreen Wealth 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
Q2 		$1.78M Hold
3,303
– – 1.07% 23
2026
Q1 		$1.63M Hold
3,303
– – 1.25% 19
2025
Q4 		$1.33M Buy
+3,303
New +$1.27M 1.12% 19

Other funds holding MUSA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
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
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Evergreen Wealth Partners's MUSA Position: Q2 2026 in Review

Evergreen Wealth Partners held its Murphy USA (MUSA) position steady in Q2 2026 at 3,303 shares worth $1.78M. The position accounts for 1.07% of the portfolio, ranked #23.

Evergreen Wealth Partners first reported a position in MUSA in Q4 2025 and has held it in 3 quarters since. 603 funds tracked by Wall St. Rank hold MUSA as of Q2 2026.

  • Evergreen Wealth Partners held 3,303 shares of Murphy USA worth $1.78M as of Q2 2026.
  • Evergreen Wealth Partners left its Murphy USA share count unchanged in Q2 2026.
  • Murphy USA made up 1.07% of Evergreen Wealth Partners's portfolio in Q2 2026, its #23 holding.
  • Evergreen Wealth Partners first reported a position in Murphy USA in Q4 2025 and has held it in 3 quarters since.
  • 603 funds tracked by Wall St. Rank held Murphy USA as of Q2 2026.

Based on Evergreen Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.