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MGB Wealth Management’s Murphy USA MUSA Stock Holding History

MGB 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 		$336K Sell
833
-92
-10% -$35.3K 0.1% 166
2025
Q3 		$360K Hold
925
– – 0.1% 161
2025
Q2 		$377K Sell
925
-323
-26% -$147K 0.12% 153
2025
Q1 		$575K Sell
1,248
-2
-0.2% -$950 0.21% 110
2024
Q4 		$625K Hold
1,250
– – 0.19% 96
2024
Q3 		$624K Hold
1,250
– – 0.23% 97
2024
Q2 		$590K Hold
1,250
– – 0.22% 103
2024
Q1 		$524K Hold
1,250
– – 0.21% 109
2023
Q4 		$446K Buy
+1,250
New +$453K 0.22% 118

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 $8.99B AUM 12.83% 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

MGB Wealth Management's MUSA Position: Q4 2025 in Review

MGB Wealth Management reduced its Murphy USA (MUSA) stake by 9.9% in Q4 2025, selling an estimated $35.3K and leaving 833 shares worth $336K. The position accounts for 0.1% of the portfolio, ranked #166.

MGB Wealth Management first reported a position in MUSA in Q4 2023 and has held it in 9 quarters since. The position peaked at $625K in Q4 2024. 529 funds tracked by Wall St. Rank hold MUSA as of Q4 2025.

  • MGB Wealth Management held 833 shares of Murphy USA worth $336K as of Q4 2025.
  • MGB Wealth Management sold 92 Murphy USA shares in Q4 2025, an estimated $35.3K.
  • Murphy USA made up 0.1% of MGB Wealth Management's portfolio in Q4 2025, its #166 holding.
  • MGB Wealth Management first reported a position in Murphy USA in Q4 2023 and has held it in 9 quarters since.
  • MGB Wealth Management's Murphy USA position peaked at $625K in Q4 2024.
  • 529 funds tracked by Wall St. Rank held Murphy USA as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.