Geneos Wealth Management’s Murphy Oil MUR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-150
| Closed | -$4.54K | – | 3137 |
|
|
2024
Q4 | $4.54K | Hold |
150
| – | – | ﹤0.01% | 2372 |
|
|
2024
Q3 | $5.06K | Sell |
150
-140
| -48% | -$5.29K | ﹤0.01% | 2073 |
|
|
2024
Q2 | $12K | Sell |
290
-29
| -9% | -$1.26K | ﹤0.01% | 1505 |
|
|
2024
Q1 | $14.6K | Buy |
319
+29
| +10% | +$1.17K | ﹤0.01% | 1453 |
|
|
2023
Q4 | $12.4K | Hold |
290
| – | – | ﹤0.01% | 1488 |
|
|
2023
Q3 | $13.2K | Hold |
290
| – | – | ﹤0.01% | 1493 |
|
|
2023
Q2 | $11.1K | Buy |
290
+150
| +107% | +$5.54K | ﹤0.01% | 1549 |
|
|
2023
Q1 | $5.18K | Hold |
140
| – | – | ﹤0.01% | 1719 |
|
|
2022
Q4 | $6.02K | Hold |
140
| – | – | ﹤0.01% | 1662 |
|
|
2022
Q3 | $4K | Hold |
140
| – | – | ﹤0.01% | 1745 |
|
|
2022
Q2 | $4K | Hold |
140
| – | – | ﹤0.01% | 2261 |
|
|
2022
Q1 | $5K | Hold |
140
| – | – | ﹤0.01% | 2345 |
|
|
2021
Q4 | $3K | Hold |
140
| – | – | ﹤0.01% | 2530 |
|
|
2021
Q3 | $3K | Sell |
140
-210
| -60% | -$4.53K | ﹤0.01% | 2578 |
|
|
2021
Q2 | $8K | Hold |
350
| – | – | ﹤0.01% | 2287 |
|
|
2021
Q1 | $5K | Hold |
350
| – | – | ﹤0.01% | 2658 |
|
|
2020
Q4 | $5K | Sell |
350
-5,685
| -94% | -$56.5K | ﹤0.01% | 2483 |
|
|
2020
Q3 | $52K | Buy |
6,035
+2,000
| +50% | +$25.7K | ﹤0.01% | 1237 |
|
|
2020
Q2 | $49K | Hold |
4,035
| – | – | ﹤0.01% | 1222 |
|
|
2020
Q1 | $23K | Buy |
4,035
+3,500
| +654% | +$64.3K | ﹤0.01% | 1450 |
|
|
2019
Q4 | $14K | Hold |
535
| – | – | ﹤0.01% | 1839 |
|
|
2019
Q3 | $11K | Hold |
535
| – | – | ﹤0.01% | 1863 |
|
|
2019
Q2 | $13K | Hold |
535
| – | – | ﹤0.01% | 1813 |
|
|
2019
Q1 | $15K | Sell |
535
-140
| -21% | -$3.97K | ﹤0.01% | 1698 |
|
|
2018
Q4 | $15K | Hold |
675
| – | – | ﹤0.01% | 1632 |
|
|
2018
Q3 | $22K | Hold |
675
| – | – | ﹤0.01% | 1534 |
|
|
2018
Q2 | $22K | Hold |
675
| – | – | ﹤0.01% | 1406 |
|
|
2018
Q1 | $17K | Sell |
675
-55
| -8% | -$1.59K | ﹤0.01% | 1459 |
|
|
2017
Q4 | $22K | Hold |
730
| – | – | ﹤0.01% | 1345 |
|
|
2017
Q3 | $19K | Hold |
730
| – | – | ﹤0.01% | 1338 |
|
|
2017
Q2 | $18K | Sell |
730
-124
| -15% | -$3.24K | ﹤0.01% | 1313 |
|
|
2017
Q1 | $24K | Buy |
854
+210
| +33% | +$6.05K | ﹤0.01% | 1177 |
|
|
2016
Q4 | $20K | Hold |
644
| – | – | ﹤0.01% | 1187 |
|
|
2016
Q3 | $19K | Buy |
644
+55
| +9% | +$1.57K | ﹤0.01% | 1151 |
|
|
2016
Q2 | $19K | Hold |
589
| – | – | ﹤0.01% | 1137 |
|
|
2016
Q1 | $14K | Buy |
+589
| New | +$11.8K | ﹤0.01% | 1196 |
|
Other funds holding MUR
Geneos Wealth Management's MUR Position: Q1 2025 in Review
Geneos Wealth Management sold out of Murphy Oil (MUR) in Q1 2025, closing a stake of 150 shares — an estimated $4.54K sold.
Geneos Wealth Management first reported a position in MUR in Q1 2016 and held it in 36 quarters. The position peaked at $52K in Q3 2020. 383 funds tracked by Wall St. Rank hold MUR as of Q1 2025.
- Geneos Wealth Management reported no remaining Murphy Oil position as of Q1 2025 after selling out during the quarter.
- Geneos Wealth Management sold 150 Murphy Oil shares in Q1 2025, an estimated $4.54K.
- Geneos Wealth Management first reported a position in Murphy Oil in Q1 2016 and held it in 36 quarters.
- Geneos Wealth Management's Murphy Oil position peaked at $52K in Q3 2020.
- 383 funds tracked by Wall St. Rank held Murphy Oil as of Q1 2025.
Based on Geneos Wealth Management's 13F filing for Q1 2025, filed 8 May 2025.