First Manhattan’s Murphy USA MUSA Stock Holding History

First Manhattan’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
2025 Q1	–	Sell	-400	Closed	-$201K	–	698
2024 Q4	$201K	Buy	+400	New	+$204K	﹤0.01%	652
2024 Q2	–	Sell	-660	Closed	-$277K	–	1076
2024 Q1	$277K	Hold	660	–	–	﹤0.01%	601
2023 Q4	$235K	Hold	660	–	–	﹤0.01%	617
2023 Q3	$226K	Hold	660	–	–	﹤0.01%	637
2023 Q2	$205K	Hold	660	–	–	﹤0.01%	660
2023 Q1	$170K	Sell	660 -50	-7%	-$13K	﹤0.01%	707
2022 Q4	$198K	Buy	710 +50	+8%	+$14.5K	﹤0.01%	704
2022 Q3	$181K	Hold	660	–	–	﹤0.01%	713
2022 Q2	$153K	Sell	660 -1,250	-65%	-$295K	﹤0.01%	762
2022 Q1	$381K	Hold	1,910	–	–	﹤0.01%	636
2021 Q4	$380K	Hold	1,910	–	–	﹤0.01%	619
2021 Q3	$319K	Hold	1,910	–	–	﹤0.01%	647
2021 Q2	$254K	Hold	1,910	–	–	﹤0.01%	693
2021 Q1	$276K	Hold	1,910	–	–	﹤0.01%	648
2020 Q4	$249K	Hold	1,910	–	–	﹤0.01%	628
2020 Q3	$244K	Hold	1,910	–	–	﹤0.01%	621
2020 Q2	$215K	Sell	1,910 -100	-5%	-$11K	﹤0.01%	642
2020 Q1	$169K	Hold	2,010	–	–	﹤0.01%	652
2019 Q4	$235K	Hold	2,010	–	–	﹤0.01%	664
2019 Q3	$171K	Hold	2,010	–	–	﹤0.01%	715
2019 Q2	$168K	Hold	2,010	–	–	﹤0.01%	738
2019 Q1	$172K	Hold	2,010	–	–	﹤0.01%	739
2018 Q4	$154K	Hold	2,010	–	–	﹤0.01%	728
2018 Q3	$171K	Hold	2,010	–	–	﹤0.01%	750
2018 Q2	$149K	Hold	2,010	–	–	﹤0.01%	747
2018 Q1	$146K	Hold	2,010	–	–	﹤0.01%	730
2017 Q4	$161K	Hold	2,010	–	–	﹤0.01%	754
2017 Q3	$138K	Hold	2,010	–	–	﹤0.01%	747
2017 Q2	$148K	Hold	2,010	–	–	﹤0.01%	733
2017 Q1	$147K	Hold	2,010	–	–	﹤0.01%	745
2016 Q4	$123K	Hold	2,010	–	–	﹤0.01%	759
2016 Q3	$143K	Hold	2,010	–	–	﹤0.01%	728
2016 Q2	$149K	Buy	2,010 +100	+5%	+$6.51K	﹤0.01%	731
2016 Q1	$117K	Hold	1,910	–	–	﹤0.01%	758
2015 Q4	$116K	Hold	1,910	–	–	﹤0.01%	787
2015 Q3	$104K	Sell	1,910 -50	-3%	-$2.66K	﹤0.01%	795
2015 Q2	$109K	Hold	1,960	–	–	﹤0.01%	805
2015 Q1	$141K	Hold	1,960	–	–	﹤0.01%	768
2014 Q4	$134K	Hold	1,960	–	–	﹤0.01%	771
2014 Q3	$103K	Hold	1,960	–	–	﹤0.01%	813
2014 Q2	$95K	Hold	1,960	–	–	﹤0.01%	828
2014 Q1	$79K	Hold	1,960	–	–	﹤0.01%	853
2013 Q4	$81K	Hold	1,960	–	–	﹤0.01%	842
2013 Q3	$79K	Buy	+1,960	New	+$78.4K	﹤0.01%	836

Other funds holding MUSA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return

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

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cadence Bank Tupelo, Mississippi $1.71B AUM 16.17% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

First Manhattan's MUSA Position: Q1 2025 in Review

First Manhattan sold out of Murphy USA (MUSA) in Q1 2025, closing a stake of 400 shares — an estimated $201K sold.

First Manhattan first reported a position in MUSA in Q3 2013 and held it in 44 quarters. The position peaked at $381K in Q1 2022. 514 funds tracked by Wall St. Rank hold MUSA as of Q1 2025.

First Manhattan reported no remaining Murphy USA position as of Q1 2025 after selling out during the quarter.
First Manhattan sold 400 Murphy USA shares in Q1 2025, an estimated $201K.
First Manhattan first reported a position in Murphy USA in Q3 2013 and held it in 44 quarters.
First Manhattan's Murphy USA position peaked at $381K in Q1 2022.
514 funds tracked by Wall St. Rank held Murphy USA as of Q1 2025.

Based on First Manhattan's 13F filing for Q1 2025, filed 15 May 2025.