IWA
MUSA icon

Icon Wealth Advisors’s Murphy USA MUSA Stock Holding History

Icon Wealth Advisors’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
Q2 		– Sell
-238
Closed -$112K – 531
2025
Q1 		$112K Sell
238
-3
-1% -$1.42K 0.01% 460
2024
Q4 		$121K Buy
241
+11
+5% +$5.62K 0.01% 465
2024
Q3 		$114K Hold
230
– – 0.01% 452
2024
Q2 		$116K Buy
+230
New +$100K 0.01% 409

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
Millennium Management
Millennium Management New York $240B AUM 35.51% 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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Icon Wealth Advisors's MUSA Position: Q2 2025 in Review

Icon Wealth Advisors sold out of Murphy USA (MUSA) in Q2 2025, closing a stake of 238 shares — an estimated $112K sold.

Icon Wealth Advisors first reported a position in MUSA in Q2 2024 and held it in 4 quarters. The position peaked at $121K in Q4 2024. 495 funds tracked by Wall St. Rank hold MUSA as of Q2 2025.

  • Icon Wealth Advisors reported no remaining Murphy USA position as of Q2 2025 after selling out during the quarter.
  • Icon Wealth Advisors sold 238 Murphy USA shares in Q2 2025, an estimated $112K.
  • Icon Wealth Advisors first reported a position in Murphy USA in Q2 2024 and held it in 4 quarters.
  • Icon Wealth Advisors's Murphy USA position peaked at $121K in Q4 2024.
  • 495 funds tracked by Wall St. Rank held Murphy USA as of Q2 2025.

Based on Icon Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.