FFM
MUSA icon

Forum Financial Management’s Murphy USA MUSA Stock Holding History

Forum Financial Management’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
Q4 		– Sell
-519
Closed -$202K – 1047
2025
Q3 		$202K Sell
519
-1
-0.2% -$396 ﹤0.01% 973
2025
Q2 		$212K Hold
520
– – ﹤0.01% 878
2025
Q1 		$244K Sell
520
-106
-17% -$50.3K ﹤0.01% 710
2024
Q4 		$314K Hold
626
– – 0.01% 589
2024
Q3 		$309K Buy
626
+1
+0.2% +$502 0.01% 499
2024
Q2 		$293K Buy
625
+1
+0.2% +$436 0.01% 490
2024
Q1 		$262K Hold
624
– – ﹤0.01% 560
2023
Q4 		$222K Hold
624
– – ﹤0.01% 593
2023
Q3 		$213K Buy
+624
New +$198K ﹤0.01% 566

Other funds holding MUSA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
CB
Cadence Bank Tupelo, Mississippi $1.71B AUM 16.17% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Forum Financial Management's MUSA Position: Q4 2025 in Review

Forum Financial Management sold out of Murphy USA (MUSA) in Q4 2025, closing a stake of 519 shares — an estimated $202K sold.

Forum Financial Management first reported a position in MUSA in Q3 2023 and held it in 9 quarters. The position peaked at $314K in Q4 2024. 529 funds tracked by Wall St. Rank hold MUSA as of Q4 2025.

  • Forum Financial Management reported no remaining Murphy USA position as of Q4 2025 after selling out during the quarter.
  • Forum Financial Management sold 519 Murphy USA shares in Q4 2025, an estimated $202K.
  • Forum Financial Management first reported a position in Murphy USA in Q3 2023 and held it in 9 quarters.
  • Forum Financial Management's Murphy USA position peaked at $314K in Q4 2024.
  • 529 funds tracked by Wall St. Rank held Murphy USA as of Q4 2025.

Based on Forum Financial Management's 13F filing for Q4 2025, filed 27 Jan 2026.