FFM
MUR icon

Forum Financial Management’s Murphy Oil MUR Stock Holding History

Forum Financial Management’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
Q1 		– Sell
-6,454
Closed -$202K – 747
2025
Q4 		$202K Buy
+6,454
New +$194K ﹤0.01% 974
2024
Q2 		– Sell
-4,618
Closed -$211K – 753
2024
Q1 		$211K Buy
+4,618
New +$186K ﹤0.01% 683
2023
Q4 		– Sell
-4,618
Closed -$209K – 711
2023
Q3 		$209K Buy
+4,618
New +$201K ﹤0.01% 578

Other funds holding MUR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Forum Financial Management's MUR Position: Q1 2026 in Review

Forum Financial Management sold out of Murphy Oil (MUR) in Q1 2026, closing a stake of 6,454 shares — an estimated $202K sold.

Forum Financial Management first reported a position in MUR in Q3 2023 and held it in 3 quarters. The position peaked at $211K in Q1 2024. 453 funds tracked by Wall St. Rank hold MUR as of Q1 2026.

  • Forum Financial Management reported no remaining Murphy Oil position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 6,454 Murphy Oil shares in Q1 2026, an estimated $202K.
  • Forum Financial Management first reported a position in Murphy Oil in Q3 2023 and held it in 3 quarters.
  • Forum Financial Management's Murphy Oil position peaked at $211K in Q1 2024.
  • 453 funds tracked by Wall St. Rank held Murphy Oil as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.