EWA
MUSA icon

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
Q2 		$134K Sell
248
-15
-6% -$8.15K ﹤0.01% 1227
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 – 2475
2022
Q4 		$839 Buy
+3
New +$870 ﹤0.01% 2134

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 $3.38T AUM 44.17% 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

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

EverSource Wealth Advisors reduced its Murphy USA (MUSA) stake by 5.7% in Q2 2026, selling an estimated $8.15K and leaving 248 shares worth $134K. The position accounts for ﹤0.01% of the portfolio, ranked #1227.

EverSource Wealth Advisors first reported a position in MUSA in Q4 2022 and has held it in 14 quarters since. The position peaked at $182K in Q4 2025. 607 funds tracked by Wall St. Rank hold MUSA as of Q2 2026.

  • EverSource Wealth Advisors held 248 shares of Murphy USA worth $134K as of Q2 2026.
  • EverSource Wealth Advisors sold 15 Murphy USA shares in Q2 2026, an estimated $8.15K.
  • Murphy USA made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1227 holding.
  • EverSource Wealth Advisors first reported a position in Murphy USA in Q4 2022 and has held it in 14 quarters since.
  • EverSource Wealth Advisors's Murphy USA position peaked at $182K in Q4 2025.
  • 607 funds tracked by Wall St. Rank held Murphy USA as of Q2 2026.

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