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Litman Gregory Wealth Management’s Murphy USA MUSA Stock Holding History

Litman Gregory Wealth 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
Q4 		$64.2K Buy
+159
New +$61K ﹤0.01% 215
2021
Q2 		– Sell
-159
Closed -$23K – 144
2021
Q1 		$23K Hold
159
– – ﹤0.01% 125
2020
Q4 		$21K Hold
159
– – ﹤0.01% 128
2020
Q3 		$20K Hold
159
– – ﹤0.01% 122
2020
Q2 		$18K Buy
+159
New +$17.4K ﹤0.01% 117

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return
CB
Cadence Bank Tupelo, Mississippi $1.71B AUM 16.17% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Litman Gregory Wealth Management's MUSA Position: Q4 2025 in Review

Litman Gregory Wealth Management opened a new position in Murphy USA (MUSA) in Q4 2025: 159 shares worth $64.2K. The stake represents ﹤0.01% of the portfolio and ranks #215 among its holdings. This is a return to the name: Litman Gregory Wealth Management previously reported a position in MUSA as recently as Q1 2021.

Litman Gregory Wealth Management first reported a position in MUSA in Q2 2020 and has held it in 5 quarters since. 529 funds tracked by Wall St. Rank hold MUSA as of Q4 2025.

  • Litman Gregory Wealth Management held 159 shares of Murphy USA worth $64.2K as of Q4 2025.
  • Murphy USA was a new Litman Gregory Wealth Management position in Q4 2025.
  • Murphy USA made up ﹤0.01% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #215 holding.
  • Litman Gregory Wealth Management first reported a position in Murphy USA in Q2 2020 and has held it in 5 quarters since.
  • 529 funds tracked by Wall St. Rank held Murphy USA as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.