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Institutional & Family Asset Management’s Murphy USA MUSA Stock Holding History

Institutional & Family 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
2024
Q2 		$26.8K Buy
57
+11
+24% +$4.79K ﹤0.01% 300
2024
Q1 		$19.3K Hold
46
– – ﹤0.01% 333
2023
Q4 		$16.4K Sell
46
-15
-25% -$5.43K ﹤0.01% 334
2023
Q3 		$20.8K Hold
61
– – ﹤0.01% 300
2023
Q2 		$19K Sell
61
-4
-6% -$1.12K ﹤0.01% 317
2023
Q1 		$16.8K Sell
65
-5
-7% -$1.3K ﹤0.01% 332
2022
Q4 		$19.6K Sell
70
-2
-3% -$580 ﹤0.01% 306
2022
Q3 		$20K Hold
72
– – ﹤0.01% 314
2022
Q2 		$17K Sell
72
-19
-21% -$4.48K ﹤0.01% 335
2022
Q1 		$18K Sell
91
-1
-1% -$188 ﹤0.01% 368
2021
Q4 		$18K Hold
92
– – ﹤0.01% 384
2021
Q3 		$15K Buy
92
+14
+18% +$2.11K ﹤0.01% 491
2021
Q2 		$10K Hold
78
– – ﹤0.01% 595
2021
Q1 		$11K Hold
78
– – ﹤0.01% 558
2020
Q4 		$10K Sell
78
-2
-3% -$257 ﹤0.01% 540
2020
Q3 		$10K Hold
80
– – ﹤0.01% 490
2020
Q2 		$9K Sell
80
-6
-7% -$657 ﹤0.01% 502
2020
Q1 		$7K Buy
86
+13
+18% +$1.35K ﹤0.01% 499
2019
Q4 		$9K Sell
73
-69
-49% -$7.44K ﹤0.01% 524
2019
Q3 		$12K Sell
142
-34
-19% -$2.99K ﹤0.01% 454
2019
Q2 		$15K Buy
176
+16
+10% +$1.34K ﹤0.01% 450
2019
Q1 		$14K Hold
160
– – ﹤0.01% 461
2018
Q4 		$12K Hold
160
– – ﹤0.01% 446
2018
Q3 		$14K Hold
160
– – ﹤0.01% 482
2018
Q2 		$12K Sell
160
-2
-1% -$138 ﹤0.01% 499
2018
Q1 		$12K Buy
+162
New +$12.6K ﹤0.01% 476

Other funds holding MUSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Institutional & Family Asset Management's MUSA Position: Q2 2024 in Review

Institutional & Family Asset Management increased its Murphy USA (MUSA) stake by 24% in Q2 2024, buying an estimated $4.79K and bringing the position to 57 shares worth $26.8K. The position accounts for ﹤0.01% of the portfolio, ranked #300.

Institutional & Family Asset Management first reported a position in MUSA in Q1 2018 and has held it in 26 quarters since. 479 funds tracked by Wall St. Rank hold MUSA as of Q2 2024.

  • Institutional & Family Asset Management held 57 shares of Murphy USA worth $26.8K as of Q2 2024.
  • Institutional & Family Asset Management bought 11 Murphy USA shares in Q2 2024, an estimated $4.79K.
  • Murphy USA made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #300 holding.
  • Institutional & Family Asset Management first reported a position in Murphy USA in Q1 2018 and has held it in 26 quarters since.
  • 479 funds tracked by Wall St. Rank held Murphy USA as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.