London Company of Virginia’s Murphy USA MUSA Stock Holding History

London Company of Virginia’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	$82.8M	Sell	167,528 -2,787	-2%	-$1.19M	0.51%	62
2025 Q4	$68.7M	Sell	170,315 -28,919	-15%	-$11.1M	0.4%	66
2025 Q3	$77.4M	Sell	199,234 -5,580	-3%	-$2.21M	0.43%	64
2025 Q2	$83.3M	Sell	204,814 -1,198	-0.6%	-$545K	0.47%	60
2025 Q1	$96.8M	Buy	206,012 +145	+0.1%	+$68.8K	0.55%	61
2024 Q4	$103M	Sell	205,867 -1,865	-0.9%	-$952K	0.56%	59
2024 Q3	$102M	Buy	207,732 +12,435	+6%	+$6.24M	0.54%	61
2024 Q2	$91.7M	Buy	195,297 +913	+0.5%	+$398K	0.52%	62
2024 Q1	$81.5M	Buy	194,384 +8,325	+4%	+$3.25M	0.43%	66
2023 Q4	$66.3M	Sell	186,059 -22,868	-11%	-$8.28M	0.37%	67
2023 Q3	$71.4M	Sell	208,927 -4,387	-2%	-$1.39M	0.43%	66
2023 Q2	$66.4M	Buy	213,314 +5,748	+3%	+$1.61M	0.38%	68
2023 Q1	$53.6M	Buy	207,566 +135,176	+187%	+$35.2M	0.31%	71
2022 Q4	$20.2M	Sell	72,390 -1,975	-3%	-$573K	0.12%	91
2022 Q3	$20.4M	Sell	74,365 -42,434	-36%	-$11.9M	0.13%	91
2022 Q2	$27.2M	Sell	116,799 -28,726	-20%	-$6.77M	0.17%	84
2022 Q1	$29.1M	Sell	145,525 -17,555	-11%	-$3.3M	0.15%	85
2021 Q4	$32.5M	Sell	163,080 -14,965	-8%	-$2.68M	0.16%	86
2021 Q3	$29.8M	Sell	178,045 -4,895	-3%	-$738K	0.16%	85
2021 Q2	$24.4M	Buy	+182,940	New	+$25.3M	0.13%	90

Other funds holding MUSA

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

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

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

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

London Company of Virginia's MUSA Position: Q1 2026 in Review

London Company of Virginia reduced its Murphy USA (MUSA) stake by 1.6% in Q1 2026, selling an estimated $1.19M and leaving 167,528 shares worth $82.8M. The position accounts for 0.51% of the portfolio, ranked #62.

London Company of Virginia first reported a position in MUSA in Q2 2021 and has held it in 20 quarters since. The position peaked at $103M in Q4 2024. 542 funds tracked by Wall St. Rank hold MUSA as of Q1 2026.

London Company of Virginia held 167,528 shares of Murphy USA worth $82.8M as of Q1 2026.
London Company of Virginia sold 2,787 Murphy USA shares in Q1 2026, an estimated $1.19M.
Murphy USA made up 0.51% of London Company of Virginia's portfolio in Q1 2026, its #62 holding.
London Company of Virginia first reported a position in Murphy USA in Q2 2021 and has held it in 20 quarters since.
London Company of Virginia's Murphy USA position peaked at $103M in Q4 2024.
542 funds tracked by Wall St. Rank held Murphy USA as of Q1 2026.

Based on London Company of Virginia's 13F filing for Q1 2026, filed 15 May 2026.