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Evermay Wealth Management’s Murphy Oil MUR Stock Holding History

Evermay Wealth Management’s Portfolio MUR Stock Details MUR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-100
Closed -$4.12K – 615
2024
Q2 		$4.12K Hold
100
– – ﹤0.01% 504
2024
Q1 		$4.57K Buy
+100
New +$4.04K ﹤0.01% 504

Other funds holding MUR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Evermay Wealth Management's MUR Position: Q3 2024 in Review

Evermay Wealth Management sold out of Murphy Oil (MUR) in Q3 2024, closing a stake of 100 shares — an estimated $4.12K sold.

Evermay Wealth Management first reported a position in MUR in Q1 2024 and held it in 2 quarters. The position peaked at $4.57K in Q1 2024. 416 funds tracked by Wall St. Rank hold MUR as of Q3 2024.

  • Evermay Wealth Management reported no remaining Murphy Oil position as of Q3 2024 after selling out during the quarter.
  • Evermay Wealth Management sold 100 Murphy Oil shares in Q3 2024, an estimated $4.12K.
  • Evermay Wealth Management first reported a position in Murphy Oil in Q1 2024 and held it in 2 quarters.
  • Evermay Wealth Management's Murphy Oil position peaked at $4.57K in Q1 2024.
  • 416 funds tracked by Wall St. Rank held Murphy Oil as of Q3 2024.

Based on Evermay Wealth Management's 13F filing for Q3 2024, filed 25 Oct 2024.