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Invictus Private Wealth’s Murphy USA MUSA Stock Holding History

Invictus Private Wealth’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
Q3 		– Sell
-700
Closed -$329K – 87
2024
Q2 		$329K Sell
700
-115
-14% -$50.1K 0.03% 72
2024
Q1 		$342K Sell
815
-1,385
-63% -$541K 0.03% 69
2023
Q4 		$784K Sell
2,200
-1,500
-41% -$543K 0.08% 39
2023
Q3 		$1.26M Sell
3,700
-3,275
-47% -$1.04M 0.14% 36
2023
Q2 		$2.17M Hold
6,975
– – 0.23% 31
2023
Q1 		$1.8M Hold
6,975
– – 0.21% 33
2022
Q4 		$1.95M Buy
+6,975
New +$2.02M 0.25% 31

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
CB
Cadence Bank Tupelo, Mississippi $1.71B AUM 16.17% 1-Year Est. Return

Invictus Private Wealth's MUSA Position: Q3 2024 in Review

Invictus Private Wealth sold out of Murphy USA (MUSA) in Q3 2024, closing a stake of 700 shares — an estimated $329K sold.

Invictus Private Wealth first reported a position in MUSA in Q4 2022 and held it in 7 quarters. The position peaked at $2.17M in Q2 2023. 506 funds tracked by Wall St. Rank hold MUSA as of Q3 2024.

  • Invictus Private Wealth reported no remaining Murphy USA position as of Q3 2024 after selling out during the quarter.
  • Invictus Private Wealth sold 700 Murphy USA shares in Q3 2024, an estimated $329K.
  • Invictus Private Wealth first reported a position in Murphy USA in Q4 2022 and held it in 7 quarters.
  • Invictus Private Wealth's Murphy USA position peaked at $2.17M in Q2 2023.
  • 506 funds tracked by Wall St. Rank held Murphy USA as of Q3 2024.

Based on Invictus Private Wealth's 13F filing for Q3 2024, filed 30 Oct 2024.