IWC
MUSA icon

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
Q2 		$590K Sell
1,095
-408
-27% -$222K ﹤0.01% 1552
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Integrated Wealth Concepts's MUSA Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its Murphy USA (MUSA) stake by 27% in Q2 2026, selling an estimated $222K and leaving 1,095 shares worth $590K. The position accounts for ﹤0.01% of the portfolio, ranked #1552.

Integrated Wealth Concepts first reported a position in MUSA in Q3 2024 and has held it in 6 quarters since. The position peaked at $742K in Q1 2026. 607 funds tracked by Wall St. Rank hold MUSA as of Q2 2026.

  • Integrated Wealth Concepts held 1,095 shares of Murphy USA worth $590K as of Q2 2026.
  • Integrated Wealth Concepts sold 408 Murphy USA shares in Q2 2026, an estimated $222K.
  • Murphy USA made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1552 holding.
  • Integrated Wealth Concepts first reported a position in Murphy USA in Q3 2024 and has held it in 6 quarters since.
  • Integrated Wealth Concepts's Murphy USA position peaked at $742K in Q1 2026.
  • 607 funds tracked by Wall St. Rank held Murphy USA as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.