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Kestra Investment Management’s Murphy USA MUSA Stock Holding History

Kestra Investment 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
2025
Q3 		– Sell
-379
Closed -$168K – 811
2025
Q2 		$168K Buy
379
+154
+68% +$70K ﹤0.01% 487
2025
Q1 		$106K Sell
225
-409
-65% -$194K ﹤0.01% 420
2024
Q4 		$318K Sell
634
-189
-23% -$96.5K 0.01% 292
2024
Q3 		$406K Buy
+823
New +$413K 0.02% 230

Other funds holding MUSA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
CB
Cadence Bank Tupelo, Mississippi $1.71B AUM 16.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Kestra Investment Management's MUSA Position: Q3 2025 in Review

Kestra Investment Management sold out of Murphy USA (MUSA) in Q3 2025, closing a stake of 379 shares — an estimated $168K sold.

Kestra Investment Management first reported a position in MUSA in Q3 2024 and held it in 4 quarters. The position peaked at $406K in Q3 2024. 504 funds tracked by Wall St. Rank hold MUSA as of Q3 2025.

  • Kestra Investment Management reported no remaining Murphy USA position as of Q3 2025 after selling out during the quarter.
  • Kestra Investment Management sold 379 Murphy USA shares in Q3 2025, an estimated $168K.
  • Kestra Investment Management first reported a position in Murphy USA in Q3 2024 and held it in 4 quarters.
  • Kestra Investment Management's Murphy USA position peaked at $406K in Q3 2024.
  • 504 funds tracked by Wall St. Rank held Murphy USA as of Q3 2025.

Based on Kestra Investment Management's 13F filing for Q3 2025, filed 17 Nov 2025.