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GeoWealth Management’s Murphy USA MUSA Stock Holding History

GeoWealth 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
Q1 		– Sell
-35
Closed -$17.6K – 1536
2024
Q4 		$17.6K Sell
35
-25
-42% -$12.8K ﹤0.01% 1402
2024
Q3 		$29.6K Buy
+60
New +$30.1K ﹤0.01% 1207
2024
Q1 		– Sell
-2,692
Closed -$959K – 887
2023
Q4 		$959K Buy
+2,692
New +$975K 0.08% 216

Other funds holding MUSA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CB
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

GeoWealth Management's MUSA Position: Q1 2025 in Review

GeoWealth Management sold out of Murphy USA (MUSA) in Q1 2025, closing a stake of 35 shares — an estimated $17.6K sold.

GeoWealth Management first reported a position in MUSA in Q4 2023 and held it in 3 quarters. The position peaked at $959K in Q4 2023. 514 funds tracked by Wall St. Rank hold MUSA as of Q1 2025.

  • GeoWealth Management reported no remaining Murphy USA position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 35 Murphy USA shares in Q1 2025, an estimated $17.6K.
  • GeoWealth Management first reported a position in Murphy USA in Q4 2023 and held it in 3 quarters.
  • GeoWealth Management's Murphy USA position peaked at $959K in Q4 2023.
  • 514 funds tracked by Wall St. Rank held Murphy USA as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.