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 Q2	$57.1K	Sell	1,754 -598	-25%	-$22.9K	﹤0.01%	1692
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 $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

EverSource Wealth Advisors's MUR Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Murphy Oil (MUR) stake by 25% in Q2 2026, selling an estimated $22.9K and leaving 1,754 shares worth $57.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1692.

EverSource Wealth Advisors first reported a position in MUR in Q4 2021 and has held it in 19 quarters since. The position peaked at $97K in Q1 2026. 434 funds tracked by Wall St. Rank hold MUR as of Q2 2026.

EverSource Wealth Advisors held 1,754 shares of Murphy Oil worth $57.1K as of Q2 2026.
EverSource Wealth Advisors sold 598 Murphy Oil shares in Q2 2026, an estimated $22.9K.
Murphy Oil made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1692 holding.
EverSource Wealth Advisors first reported a position in Murphy Oil in Q4 2021 and has held it in 19 quarters since.
EverSource Wealth Advisors's Murphy Oil position peaked at $97K in Q1 2026.
434 funds tracked by Wall St. Rank held Murphy Oil as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.