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Financial Synergies Wealth Advisors’s Murphy Oil MUR Stock Holding History

Financial Synergies 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
2024
Q1 		– Sell
-10
Closed -$431 – 539
2023
Q4 		$431 Buy
+10
New +$438 ﹤0.01% 384
2023
Q2 		– Sell
-10
Closed -$370 – 523
2023
Q1 		$370 Hold
10
– – ﹤0.01% 447
2022
Q4 		$431 Hold
10
– – ﹤0.01% 384
2022
Q3 		$352 Hold
10
– – ﹤0.01% 395
2022
Q2 		$302 Buy
+10
New +$385 ﹤0.01% 439

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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Financial Synergies Wealth Advisors's MUR Position: Q1 2024 in Review

Financial Synergies Wealth Advisors sold out of Murphy Oil (MUR) in Q1 2024, closing a stake of 10 shares — an estimated $431 sold.

Financial Synergies Wealth Advisors first reported a position in MUR in Q2 2022 and held it in 5 quarters. The position peaked at $431 in Q4 2023. 413 funds tracked by Wall St. Rank hold MUR as of Q1 2024.

  • Financial Synergies Wealth Advisors reported no remaining Murphy Oil position as of Q1 2024 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 10 Murphy Oil shares in Q1 2024, an estimated $431.
  • Financial Synergies Wealth Advisors first reported a position in Murphy Oil in Q2 2022 and held it in 5 quarters.
  • Financial Synergies Wealth Advisors's Murphy Oil position peaked at $431 in Q4 2023.
  • 413 funds tracked by Wall St. Rank held Murphy Oil as of Q1 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q1 2024, filed 12 Apr 2024.