Montag & Associates’s Murphy Oil MUR Stock Holding History

Montag & Associates’s Portfolio MUR Stock Details MUR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-70	Closed	-$1.99K	–	1089
2025 Q3	$1.99K	Buy	+70	New	+$1.77K	﹤0.01%	920

Other funds holding MUR

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Montag & Associates's MUR Position: Q4 2025 in Review

Montag & Associates sold out of Murphy Oil (MUR) in Q4 2025, closing a stake of 70 shares — an estimated $1.99K sold.

Montag & Associates first reported a position in MUR in Q3 2025 and held it in 1 quarter. The position peaked at $1.99K in Q3 2025. 403 funds tracked by Wall St. Rank hold MUR as of Q4 2025.

Montag & Associates reported no remaining Murphy Oil position as of Q4 2025 after selling out during the quarter.
Montag & Associates sold 70 Murphy Oil shares in Q4 2025, an estimated $1.99K.
Montag & Associates first reported a position in Murphy Oil in Q3 2025 and held it in 1 quarter.
Montag & Associates's Murphy Oil position peaked at $1.99K in Q3 2025.
403 funds tracked by Wall St. Rank held Murphy Oil as of Q4 2025.

Based on Montag & Associates's 13F filing for Q4 2025, filed 2 Feb 2026.