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INVST’s Murphy USA MUSA Stock Holding History

INVST’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
2023
Q1 		– Sell
-2,846
Closed -$774K – 182
2022
Q4 		$774K Buy
2,846
+3
+0.1% +$870 0.12% 104
2022
Q3 		$770K Buy
2,843
+73
+3% +$20.4K 0.13% 99
2022
Q2 		$787K Buy
2,770
+15
+0.5% +$3.54K 0.12% 97
2022
Q1 		$645K Buy
2,755
+283
+11% +$53.1K 0.11% 92
2021
Q4 		$444K Buy
+2,472
New +$442K 0.07% 126

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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

INVST's MUSA Position: Q1 2023 in Review

INVST sold out of Murphy USA (MUSA) in Q1 2023, closing a stake of 2,846 shares — an estimated $774K sold.

INVST first reported a position in MUSA in Q4 2021 and held it in 5 quarters. The position peaked at $787K in Q2 2022. 380 funds tracked by Wall St. Rank hold MUSA as of Q1 2023.

  • INVST reported no remaining Murphy USA position as of Q1 2023 after selling out during the quarter.
  • INVST sold 2,846 Murphy USA shares in Q1 2023, an estimated $774K.
  • INVST first reported a position in Murphy USA in Q4 2021 and held it in 5 quarters.
  • INVST's Murphy USA position peaked at $787K in Q2 2022.
  • 380 funds tracked by Wall St. Rank held Murphy USA as of Q1 2023.

Based on INVST's 13F filing for Q1 2023, filed 28 Apr 2023.