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JFS Wealth Advisors’s Murphy USA MUSA Stock Holding History

JFS Wealth Advisors’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 		$49K Sell
91
-3
-3% -$1.63K ﹤0.01% 556
2026
Q1 		$46.4K Sell
94
-1
-1% -$428 ﹤0.01% 541
2025
Q4 		$38.3K Buy
95
+4
+4% +$1.53K ﹤0.01% 591
2025
Q3 		$35.3K Hold
91
– – ﹤0.01% 574
2025
Q2 		$37K Hold
91
– – ﹤0.01% 530
2025
Q1 		$42.8K Sell
91
-3
-3% -$1.42K ﹤0.01% 510
2024
Q4 		$47.2K Sell
94
-1
-1% -$511 ﹤0.01% 470
2024
Q3 		$46.8K Buy
95
+1
+1% +$502 ﹤0.01% 482
2024
Q2 		$44.1K Hold
94
– – ﹤0.01% 440
2024
Q1 		$39.4K Hold
94
– – ﹤0.01% 480
2023
Q4 		$33.5K Buy
94
+75
+395% +$27.2K ﹤0.01% 480
2023
Q3 		$6.49K Hold
19
– – ﹤0.01% 886
2023
Q2 		$5.91K Sell
19
-6
-24% -$1.68K ﹤0.01% 922
2023
Q1 		$6.45K Sell
25
-5
-17% -$1.3K ﹤0.01% 892
2022
Q4 		$8.39K Hold
30
– – ﹤0.01% 772
2022
Q3 		$8K Sell
30
-2
-6% -$559 ﹤0.01% 815
2022
Q2 		$7K Buy
32
+11
+52% +$2.59K ﹤0.01% 886
2022
Q1 		$4K Buy
21
+12
+133% +$2.25K ﹤0.01% 1157
2021
Q4 		$2K Buy
+9
New +$1.61K ﹤0.01% 1115

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

JFS Wealth Advisors's MUSA Position: Q2 2026 in Review

JFS Wealth Advisors reduced its Murphy USA (MUSA) stake by 3.2% in Q2 2026, selling an estimated $1.63K and leaving 91 shares worth $49K. The position accounts for ﹤0.01% of the portfolio, ranked #556.

JFS Wealth Advisors first reported a position in MUSA in Q4 2021 and has held it in 19 quarters since. 604 funds tracked by Wall St. Rank hold MUSA as of Q2 2026.

  • JFS Wealth Advisors held 91 shares of Murphy USA worth $49K as of Q2 2026.
  • JFS Wealth Advisors sold 3 Murphy USA shares in Q2 2026, an estimated $1.63K.
  • Murphy USA made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #556 holding.
  • JFS Wealth Advisors first reported a position in Murphy USA in Q4 2021 and has held it in 19 quarters since.
  • 604 funds tracked by Wall St. Rank held Murphy USA as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.