Fuller & Thaler Asset Management’s Murphy USA MUSA Stock Holding History

Fuller & Thaler Asset 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
2026 Q1	$65M	Sell	131,589 -186,354	-59%	-$79.8M	0.22%	153
2025 Q4	$128M	Sell	317,943 -17,873	-5%	-$6.86M	0.43%	82
2025 Q3	$130M	Buy	335,816 +1,159	+0.3%	+$459K	0.44%	83
2025 Q2	$136M	Sell	334,657 -107,473	-24%	-$48.9M	0.5%	64
2025 Q1	$208M	Buy	442,130 +22,733	+5%	+$10.8M	0.81%	23
2024 Q4	$210M	Sell	419,397 -28,504	-6%	-$14.6M	0.8%	24
2024 Q3	$221M	Sell	447,901 -11,097	-2%	-$5.57M	0.87%	24
2024 Q2	$215M	Sell	458,998 -20,353	-4%	-$8.87M	0.92%	19
2024 Q1	$201M	Buy	479,351 +76,280	+19%	+$29.8M	0.88%	20
2023 Q4	$144M	Sell	403,071 -7,357	-2%	-$2.67M	0.73%	33
2023 Q3	$140M	Sell	410,428 -59,427	-13%	-$18.9M	0.81%	24
2023 Q2	$146M	Buy	469,855 +10,584	+2%	+$2.96M	0.83%	26
2023 Q1	$119M	Sell	459,271 -2,745	-0.6%	-$714K	0.68%	46
2022 Q4	$129M	Buy	462,016 +70,813	+18%	+$20.5M	0.82%	27
2022 Q3	$108M	Sell	391,203 -6,956	-2%	-$1.95M	0.77%	32
2022 Q2	$92.7M	Sell	398,159 -35,627	-8%	-$8.4M	0.64%	48
2022 Q1	$86.7M	Sell	433,786 -432	-0.1%	-$81.1K	0.51%	64
2021 Q4	$86.5M	Buy	434,218 +8,343	+2%	+$1.49M	0.5%	60
2021 Q3	$71.2M	Buy	425,875 +339	+0.1%	+$51.1K	0.46%	68
2021 Q2	$56.8M	Buy	425,536 +47,370	+13%	+$6.54M	0.37%	90
2021 Q1	$54.7M	Buy	378,166 +196,721	+108%	+$25.4M	0.38%	89
2020 Q4	$23.7M	Sell	181,445 -207,809	-53%	-$26.7M	0.22%	125
2020 Q3	$49.9M	Buy	389,254 +9,577	+3%	+$1.27M	0.63%	54
2020 Q2	$42.7M	Buy	379,677 +41,041	+12%	+$4.5M	0.56%	68
2020 Q1	$28.6M	Sell	338,636 -184,413	-35%	-$19.1M	0.48%	79
2019 Q4	$61.2M	Sell	523,049 -56,748	-10%	-$6.12M	0.68%	51
2019 Q3	$49.5M	Sell	579,797 -79,699	-12%	-$7.01M	0.59%	58
2019 Q2	$55.4M	Buy	659,496 +112,347	+21%	+$9.4M	0.65%	53
2019 Q1	$46.8M	Buy	547,149 +73,317	+15%	+$5.79M	0.59%	59
2018 Q4	$36.3M	Buy	473,832 +38,608	+9%	+$3.04M	0.52%	66
2018 Q3	$37.2M	Buy	435,224 +109,708	+34%	+$9.06M	0.38%	88
2018 Q2	$24.2M	Buy	325,516 +186,916	+135%	+$12.9M	0.26%	103
2018 Q1	$10.1M	Buy	+138,600	New	+$10.8M	0.12%	138
2017 Q2	–	Sell	-1,100	Closed	-$81K	–	710
2017 Q1	$81K	Hold	1,100	–	–	﹤0.01%	554
2016 Q4	$68K	Hold	1,100	–	–	﹤0.01%	567
2016 Q3	$78K	Hold	1,100	–	–	﹤0.01%	507
2016 Q2	$82K	Hold	1,100	–	–	﹤0.01%	512
2016 Q1	$68K	Sell	1,100 -300	-21%	-$18.5K	﹤0.01%	484
2015 Q4	$85K	Sell	1,400 -300	-18%	-$17.9K	﹤0.01%	523
2015 Q3	$93K	Buy	1,700 +400	+31%	+$21.3K	﹤0.01%	497
2015 Q2	$73K	Buy	1,300 +100	+8%	+$6.28K	﹤0.01%	537
2015 Q1	$87K	Buy	+1,200	New	+$84.3K	﹤0.01%	519
2014 Q4	–	Sell	-1,325	Closed	-$70K	–	638
2014 Q3	$70K	Sell	1,325 -1,100	-45%	-$56.9K	﹤0.01%	593
2014 Q2	$119K	Hold	2,425	–	–	0.01%	559
2014 Q1	$98K	Buy	2,425 +1,900	+362%	+$76.9K	﹤0.01%	637
2013 Q4	$22K	Hold	525	–	–	﹤0.01%	612
2013 Q3	$21K	Buy	+525	New	+$21K	﹤0.01%	628

Other funds holding MUSA

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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

RRAM

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

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

Fuller & Thaler Asset Management's MUSA Position: Q1 2026 in Review

Fuller & Thaler Asset Management reduced its Murphy USA (MUSA) stake by 59% in Q1 2026, selling an estimated $79.8M and leaving 131,589 shares worth $65M. The position accounts for 0.22% of the portfolio, ranked #153.

Fuller & Thaler Asset Management first reported a position in MUSA in Q3 2013 and has held it in 47 quarters since. The position peaked at $221M in Q3 2024. 540 funds tracked by Wall St. Rank hold MUSA as of Q1 2026.

Fuller & Thaler Asset Management held 131,589 shares of Murphy USA worth $65M as of Q1 2026.
Fuller & Thaler Asset Management sold 186,354 Murphy USA shares in Q1 2026, an estimated $79.8M.
Murphy USA made up 0.22% of Fuller & Thaler Asset Management's portfolio in Q1 2026, its #153 holding.
Fuller & Thaler Asset Management first reported a position in Murphy USA in Q3 2013 and has held it in 47 quarters since.
Fuller & Thaler Asset Management's Murphy USA position peaked at $221M in Q3 2024.
540 funds tracked by Wall St. Rank held Murphy USA as of Q1 2026.

Based on Fuller & Thaler Asset Management's 13F filing for Q1 2026, filed 14 May 2026.