John Overdeck’s Murphy USA MUSA Stock Holding History

John Overdeck’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 Q1	–	Sell	-900	Closed	-$363K	–	4806
2025 Q4	$363K	Buy	+900	New	+$345K	﹤0.01%	3492

Other funds holding MUSA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 New York $72.6B AUM 54.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

John Overdeck's MUSA Position: Q2 2026 in Review

John Overdeck increased its Murphy USA (MUSA) stake by 148% in Q2 2026, buying an estimated $54.4M and bringing the position to 167,655 shares worth $90.3M. The position accounts for 0.07% of the portfolio, ranked #336.

John Overdeck first reported a position in MUSA in Q3 2013 and has held it in 33 quarters since. 602 funds tracked by Wall St. Rank hold MUSA as of Q2 2026.

John Overdeck held 167,655 shares of Murphy USA worth $90.3M as of Q2 2026.
John Overdeck bought 100,094 Murphy USA shares in Q2 2026, an estimated $54.4M.
Murphy USA made up 0.07% of John Overdeck's portfolio in Q2 2026, its #336 holding.
John Overdeck first reported a position in Murphy USA in Q3 2013 and has held it in 33 quarters since.
602 funds tracked by Wall St. Rank held Murphy USA as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.