EverSource Wealth Advisors’s Murphy USA MUSA Stock Holding History

EverSource Wealth Advisors’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 Q1	$130K	Sell	263 -188	-42%	-$80.5K	﹤0.01%	1279
2025 Q4	$182K	Buy	451 +323	+252%	+$124K	0.01%	988
2025 Q3	$49.7K	Buy	128 +60	+88%	+$23.8K	﹤0.01%	1718
2025 Q2	$27.7K	Buy	68 +55	+423%	+$25K	﹤0.01%	2035
2025 Q1	$6.13K	Sell	13 -335	-96%	-$159K	﹤0.01%	2396
2024 Q4	$175K	Buy	348 +51	+17%	+$26K	0.01%	704
2024 Q3	$146K	Buy	297 +111	+60%	+$55.7K	0.01%	663
2024 Q2	$93.9K	Buy	186 +107	+135%	+$46.6K	0.01%	824
2024 Q1	$32.7K	Buy	79 +70	+778%	+$27.4K	﹤0.01%	1155
2023 Q4	$3.21K	Sell	9 -1	-10%	-$362	﹤0.01%	2030
2023 Q3	$3.42K	Buy	10 +2	+25%	+$635	﹤0.01%	1842
2023 Q2	$2.49K	Buy	+8	New	+$2.24K	﹤0.01%	1968
2023 Q1	–	Sell	-3	Closed	-$839	–	2481
2022 Q4	$839	Buy	+3	New	+$870	﹤0.01%	2134

Other funds holding MUSA

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

Fidelity Investments

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return

Geode Capital Management

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