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Johnson Investment Counsel’s Murphy USA MUSA Stock Holding History

Johnson Investment Counsel’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 		$1.65M Sell
3,335
-2,644
-44% -$1.13M 0.01% 353
2025
Q4 		$2.41M Buy
5,979
+446
+8% +$171K 0.02% 278
2025
Q3 		$2.15M Buy
+5,533
New +$2.19M 0.02% 300

Other funds holding MUSA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Johnson Investment Counsel's MUSA Position: Q1 2026 in Review

Johnson Investment Counsel reduced its Murphy USA (MUSA) stake by 44% in Q1 2026, selling an estimated $1.13M and leaving 3,335 shares worth $1.65M. The position accounts for 0.01% of the portfolio, ranked #353.

Johnson Investment Counsel first reported a position in MUSA in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.41M in Q4 2025. 540 funds tracked by Wall St. Rank hold MUSA as of Q1 2026.

  • Johnson Investment Counsel held 3,335 shares of Murphy USA worth $1.65M as of Q1 2026.
  • Johnson Investment Counsel sold 2,644 Murphy USA shares in Q1 2026, an estimated $1.13M.
  • Murphy USA made up 0.01% of Johnson Investment Counsel's portfolio in Q1 2026, its #353 holding.
  • Johnson Investment Counsel first reported a position in Murphy USA in Q3 2025 and has held it in 3 quarters since.
  • Johnson Investment Counsel's Murphy USA position peaked at $2.41M in Q4 2025.
  • 540 funds tracked by Wall St. Rank held Murphy USA as of Q1 2026.

Based on Johnson Investment Counsel's 13F filing for Q1 2026, filed 4 May 2026.