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Integrated Wealth Concepts’s Murphy USA MUSA Stock Holding History

Integrated Wealth Concepts’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 		$742K Buy
1,503
+538
+56% +$230K 0.01% 1287
2025
Q4 		$389K Buy
965
+424
+78% +$163K ﹤0.01% 1206
2025
Q3 		$210K Buy
+541
New +$214K ﹤0.01% 1829
2025
Q1 		– Sell
-429
Closed -$215K – 1803
2024
Q4 		$215K Sell
429
-21
-5% -$10.7K ﹤0.01% 1564
2024
Q3 		$222K Buy
+450
New +$226K ﹤0.01% 1515

Other funds holding MUSA

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Barclays
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Integrated Wealth Concepts's MUSA Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Murphy USA (MUSA) stake by 56% in Q1 2026, buying an estimated $230K and bringing the position to 1,503 shares worth $742K. The position accounts for 0.01% of the portfolio, ranked #1287.

Integrated Wealth Concepts first reported a position in MUSA in Q3 2024 and has held it in 5 quarters since. 540 funds tracked by Wall St. Rank hold MUSA as of Q1 2026.

  • Integrated Wealth Concepts held 1,503 shares of Murphy USA worth $742K as of Q1 2026.
  • Integrated Wealth Concepts bought 538 Murphy USA shares in Q1 2026, an estimated $230K.
  • Murphy USA made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1287 holding.
  • Integrated Wealth Concepts first reported a position in Murphy USA in Q3 2024 and has held it in 5 quarters since.
  • 540 funds tracked by Wall St. Rank held Murphy USA as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.