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Montag & Associates’s Murphy USA MUSA Stock Holding History

Montag & Associates’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 		$427K Sell
792
-34
-4% -$18.5K 0.02% 336
2026
Q1 		$408K Buy
826
+249
+43% +$107K 0.02% 328
2025
Q4 		$233K Buy
+577
New +$221K 0.01% 388

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 $3.38T AUM 44.17% 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

Montag & Associates's MUSA Position: Q2 2026 in Review

Montag & Associates reduced its Murphy USA (MUSA) stake by 4.1% in Q2 2026, selling an estimated $18.5K and leaving 792 shares worth $427K. The position accounts for 0.02% of the portfolio, ranked #336.

Montag & Associates first reported a position in MUSA in Q4 2025 and has held it in 3 quarters since. 607 funds tracked by Wall St. Rank hold MUSA as of Q2 2026.

  • Montag & Associates held 792 shares of Murphy USA worth $427K as of Q2 2026.
  • Montag & Associates sold 34 Murphy USA shares in Q2 2026, an estimated $18.5K.
  • Murphy USA made up 0.02% of Montag & Associates's portfolio in Q2 2026, its #336 holding.
  • Montag & Associates first reported a position in Murphy USA in Q4 2025 and has held it in 3 quarters since.
  • 607 funds tracked by Wall St. Rank held Murphy USA as of Q2 2026.

Based on Montag & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.