EverSource Wealth Advisors’s Murphy Oil MUR Stock Holding History

EverSource Wealth Advisors’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
2026 Q1	$97K	Buy	2,352 +581	+33%	+$19.7K	﹤0.01%	1446
2025 Q4	$55.3K	Buy	1,771 +82	+5%	+$2.47K	﹤0.01%	1679
2025 Q3	$48K	Sell	1,689 -2,113	-56%	-$53.3K	﹤0.01%	1745
2025 Q2	$85.5K	Buy	3,802 +3,095	+438%	+$69K	﹤0.01%	1291
2025 Q1	$20.1K	Buy	707 +172	+32%	+$4.85K	﹤0.01%	1686
2024 Q4	$16.2K	Buy	535 +350	+189%	+$11.3K	﹤0.01%	1743
2024 Q3	$6.24K	Buy	185 +41	+28%	+$1.55K	﹤0.01%	2127
2024 Q2	$5.96K	Hold	144	–	–	﹤0.01%	2153
2024 Q1	$6.43K	Buy	144 +26	+22%	+$1.05K	﹤0.01%	1924
2023 Q4	$5.03K	Hold	118	–	–	﹤0.01%	1855
2023 Q3	$5.35K	Hold	118	–	–	﹤0.01%	1678
2023 Q2	$4.52K	Hold	118	–	–	﹤0.01%	1769
2023 Q1	$4.36K	Hold	118	–	–	﹤0.01%	1688
2022 Q4	$5.08K	Sell	118 -14	-11%	-$631	﹤0.01%	1591
2022 Q3	$5K	Buy	132 +34	+35%	+$1.18K	﹤0.01%	1382
2022 Q2	$3K	Hold	98	–	–	﹤0.01%	1410
2022 Q1	$4K	Hold	98	–	–	﹤0.01%	1352
2021 Q4	$3K	Buy	+98	New	+$2.71K	﹤0.01%	1441

Other funds holding MUR

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management

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

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Fidelity Investments

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