JFS Wealth Advisors’s Murphy Oil MUR Stock Holding History

JFS Wealth Advisors’s Portfolio MUR Stock Details MUR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$9.44K	Buy	290 +14	+5%	+$536	﹤0.01%	1035
2026 Q1	$11.4K	Buy	276 +13	+5%	+$440	﹤0.01%	900
2025 Q4	$8.22K	Buy	263 +138	+110%	+$4.15K	﹤0.01%	1049
2025 Q3	$3.55K	Sell	125 -1	-0.8%	-$25	﹤0.01%	1249
2025 Q2	$2.83K	Sell	126 -83	-40%	-$1.85K	﹤0.01%	1290
2025 Q1	$5.94K	Sell	209 -126	-38%	-$3.56K	﹤0.01%	1053
2024 Q4	$10.1K	Sell	335 -59	-15%	-$1.9K	﹤0.01%	842
2024 Q3	$13.3K	Buy	394 +4	+1%	+$151	﹤0.01%	758
2024 Q2	$16.1K	Sell	390 -37	-9%	-$1.61K	﹤0.01%	650
2024 Q1	$19.5K	Hold	427	–	–	﹤0.01%	630
2023 Q4	$18.2K	Buy	427 +272	+175%	+$11.9K	﹤0.01%	607
2023 Q3	$7.03K	Buy	155 +16	+12%	+$696	﹤0.01%	853
2023 Q2	$5.32K	Sell	139 -19	-12%	-$701	﹤0.01%	972
2023 Q1	$5.84K	Sell	158 -20	-11%	-$799	﹤0.01%	923
2022 Q4	$7.66K	Buy	178 +14	+9%	+$631	﹤0.01%	814
2022 Q3	$6K	Sell	164 -65	-28%	-$2.25K	﹤0.01%	930
2022 Q2	$7K	Buy	229 +93	+68%	+$3.58K	﹤0.01%	885
2022 Q1	$5K	Buy	136 +87	+178%	+$2.98K	﹤0.01%	1050
2021 Q4	$1K	Buy	+49	New	+$1.35K	﹤0.01%	1466

Other funds holding MUR

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Fruth Investment Management Houston, Texas $421M AUM 35.14% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Impact Capital Partners Greenwood Village, Colorado $367M AUM 28.36% 1-Year Est. Return

Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return