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Junto Capital Management’s Murphy USA MUSA Stock Holding History

Junto Capital Management’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
-98,603
Closed -$39.8M – 112
2025
Q4 		$39.8M Buy
+98,603
New +$37.8M 0.88% 43
2024
Q2 		– Sell
-96,743
Closed -$40.6M – 92
2024
Q1 		$40.6M Sell
96,743
-107,418
-53% -$42M 0.9% 52
2023
Q4 		$72.8M Sell
204,161
-95,106
-32% -$34.5M 1.63% 23
2023
Q3 		$102M Buy
299,267
+9,802
+3% +$3.11M 2.42% 8
2023
Q2 		$90.1M Buy
289,465
+159,822
+123% +$44.7M 2.28% 14
2023
Q1 		$33.5M Buy
129,643
+27,802
+27% +$7.23M 0.93% 50
2022
Q4 		$28.5M Sell
101,841
-61,707
-38% -$17.9M 0.81% 57
2022
Q3 		$45M Sell
163,548
-88,753
-35% -$24.8M 1.25% 36
2022
Q2 		$58.8M Sell
252,301
-20,966
-8% -$4.94M 1.74% 22
2022
Q1 		$54.6M Buy
273,267
+166,875
+157% +$31.3M 1.5% 30
2021
Q4 		$21.2M Sell
106,392
-160,488
-60% -$28.7M 0.54% 57
2021
Q3 		$44.6M Sell
266,880
-13,757
-5% -$2.07M 1.41% 33
2021
Q2 		$37.4M Buy
+280,637
New +$38.8M 1.19% 40
2020
Q3 		– Sell
-374,477
Closed -$42.2M – 61
2020
Q2 		$42.2M Buy
+374,477
New +$41M 1.8% 27

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

Junto Capital Management's MUSA Position: Q1 2026 in Review

Junto Capital Management sold out of Murphy USA (MUSA) in Q1 2026, closing a stake of 98,603 shares — an estimated $39.8M sold.

Junto Capital Management first reported a position in MUSA in Q2 2020 and held it in 14 quarters. The position peaked at $102M in Q3 2023. 540 funds tracked by Wall St. Rank hold MUSA as of Q1 2026.

  • Junto Capital Management reported no remaining Murphy USA position as of Q1 2026 after selling out during the quarter.
  • Junto Capital Management sold 98,603 Murphy USA shares in Q1 2026, an estimated $39.8M.
  • Junto Capital Management first reported a position in Murphy USA in Q2 2020 and held it in 14 quarters.
  • Junto Capital Management's Murphy USA position peaked at $102M in Q3 2023.
  • 540 funds tracked by Wall St. Rank held Murphy USA as of Q1 2026.

Based on Junto Capital Management's 13F filing for Q1 2026, filed 15 May 2026.