MorganRosel Wealth Management’s Murphy Oil MUR Stock Holding History

MorganRosel Wealth Management’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
2023 Q2	–	Sell	-27,798	Closed	-$1.03M	–	102
2023 Q1	$1.03M	Buy	27,798 +3,609	+15%	+$144K	0.44%	41
2022 Q4	$1.04M	Buy	24,189 +1,392	+6%	+$62.7K	0.48%	38
2022 Q3	$802K	Sell	22,797 -16,725	-42%	-$578K	0.4%	46
2022 Q2	$1.19M	Buy	39,522 +6,011	+18%	+$232K	0.64%	25
2022 Q1	$1.35M	Sell	33,511 -20,579	-38%	-$705K	0.66%	23
2021 Q4	$1.41M	Buy	54,090 +1,786	+3%	+$49.4K	0.69%	24
2021 Q3	$1.31M	Buy	52,304 +1,233	+2%	+$26.6K	0.71%	25
2021 Q2	$1.19M	Buy	51,071 +12,916	+34%	+$263K	0.67%	21
2021 Q1	$626K	Buy	+38,155	New	+$597K	0.39%	55

Other funds holding MUR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

MorganRosel Wealth Management's MUR Position: Q2 2023 in Review

MorganRosel Wealth Management sold out of Murphy Oil (MUR) in Q2 2023, closing a stake of 27,798 shares — an estimated $1.03M sold.

MorganRosel Wealth Management first reported a position in MUR in Q1 2021 and held it in 9 quarters. The position peaked at $1.41M in Q4 2021. 351 funds tracked by Wall St. Rank hold MUR as of Q2 2023.

MorganRosel Wealth Management reported no remaining Murphy Oil position as of Q2 2023 after selling out during the quarter.
MorganRosel Wealth Management sold 27,798 Murphy Oil shares in Q2 2023, an estimated $1.03M.
MorganRosel Wealth Management first reported a position in Murphy Oil in Q1 2021 and held it in 9 quarters.
MorganRosel Wealth Management's Murphy Oil position peaked at $1.41M in Q4 2021.
351 funds tracked by Wall St. Rank held Murphy Oil as of Q2 2023.

Based on MorganRosel Wealth Management's 13F filing for Q2 2023, filed 4 Aug 2023.