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

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

Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

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

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

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

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Applied Capital LLC Hollywood, Florida $150M AUM 17.46% 1-Year Est. Return

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

Revolve Wealth Partners Hackensack, New Jersey $961M AUM 22.88% 1-Year Est. Return