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Moneta Group Investment Advisors’s Murphy USA MUSA Stock Holding History

Moneta Group Investment Advisors’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
Q2 		$441K Sell
818
-148
-15% -$80.4K ﹤0.01% 578
2026
Q1 		$477K Sell
966
-117
-11% -$50.1K ﹤0.01% 513
2025
Q4 		$437K Sell
1,083
-4
-0.4% -$1.53K ﹤0.01% 541
2025
Q3 		$422K Buy
1,087
+5
+0.5% +$1.98K ﹤0.01% 543
2025
Q2 		$440K Sell
1,082
-38
-3% -$17.3K 0.01% 465
2025
Q1 		$526K Buy
1,120
+27
+2% +$12.8K 0.01% 402
2024
Q4 		$548K Buy
1,093
+174
+19% +$88.9K 0.01% 395
2024
Q3 		$453K Sell
919
-365
-28% -$183K 0.01% 430
2024
Q2 		$603K Buy
1,284
+270
+27% +$118K 0.01% 348
2024
Q1 		$425K Buy
+1,014
New +$396K 0.01% 411

Other funds holding MUSA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Moneta Group Investment Advisors's MUSA Position: Q2 2026 in Review

Moneta Group Investment Advisors reduced its Murphy USA (MUSA) stake by 15% in Q2 2026, selling an estimated $80.4K and leaving 818 shares worth $441K. The position accounts for ﹤0.01% of the portfolio, ranked #578.

Moneta Group Investment Advisors first reported a position in MUSA in Q1 2024 and has held it in 10 quarters since. The position peaked at $603K in Q2 2024. 607 funds tracked by Wall St. Rank hold MUSA as of Q2 2026.

  • Moneta Group Investment Advisors held 818 shares of Murphy USA worth $441K as of Q2 2026.
  • Moneta Group Investment Advisors sold 148 Murphy USA shares in Q2 2026, an estimated $80.4K.
  • Murphy USA made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #578 holding.
  • Moneta Group Investment Advisors first reported a position in Murphy USA in Q1 2024 and has held it in 10 quarters since.
  • Moneta Group Investment Advisors's Murphy USA position peaked at $603K in Q2 2024.
  • 607 funds tracked by Wall St. Rank held Murphy USA as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.