Mount Yale Investment Advisors’s Murphy USA MUSA Stock Holding History

Mount Yale 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	$532K	Sell	987 -138	-12%	-$75K	0.01%	762
2026 Q1	$556K	Buy	1,125 +496	+79%	+$212K	0.01%	684
2025 Q4	$254K	Sell	629 -40	-6%	-$15.3K	0.01%	635
2025 Q3	$260K	Buy	669 +273	+69%	+$108K	0.02%	555
2025 Q2	$161K	Buy	+396	New	+$180K	0.01%	578
2025 Q1	–	Sell	-407	Closed	-$204K	–	570
2024 Q4	$204K	Sell	407 -46	-10%	-$23.5K	0.02%	523
2024 Q3	$223K	Buy	+453	New	+$227K	0.02%	505
2018 Q3	–	Sell	-239	Closed	-$18K	–	983
2018 Q2	$18K	Buy	239 +117	+96%	+$8.08K	﹤0.01%	817
2018 Q1	$9K	Buy	+122	New	+$9.53K	﹤0.01%	858

Other funds holding MUSA

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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 New York $72.6B AUM 54.88% 1-Year Est. Return

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

Mount Yale Investment Advisors's MUSA Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its Murphy USA (MUSA) stake by 12% in Q2 2026, selling an estimated $75K and leaving 987 shares worth $532K. The position accounts for 0.01% of the portfolio, ranked #762.

Mount Yale Investment Advisors first reported a position in MUSA in Q1 2018 and has held it in 9 quarters since. The position peaked at $556K in Q1 2026. 607 funds tracked by Wall St. Rank hold MUSA as of Q2 2026.

Mount Yale Investment Advisors held 987 shares of Murphy USA worth $532K as of Q2 2026.
Mount Yale Investment Advisors sold 138 Murphy USA shares in Q2 2026, an estimated $75K.
Murphy USA made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #762 holding.
Mount Yale Investment Advisors first reported a position in Murphy USA in Q1 2018 and has held it in 9 quarters since.
Mount Yale Investment Advisors's Murphy USA position peaked at $556K in Q1 2026.
607 funds tracked by Wall St. Rank held Murphy USA as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.