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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
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mount Yale Investment Advisors's MUSA Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its Murphy USA (MUSA) stake by 79% in Q1 2026, buying an estimated $212K and bringing the position to 1,125 shares worth $556K. The position accounts for 0.01% of the portfolio, ranked #684.

Mount Yale Investment Advisors first reported a position in MUSA in Q1 2018 and has held it in 8 quarters since. 542 funds tracked by Wall St. Rank hold MUSA as of Q1 2026.

  • Mount Yale Investment Advisors held 1,125 shares of Murphy USA worth $556K as of Q1 2026.
  • Mount Yale Investment Advisors bought 496 Murphy USA shares in Q1 2026, an estimated $212K.
  • Murphy USA made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #684 holding.
  • Mount Yale Investment Advisors first reported a position in Murphy USA in Q1 2018 and has held it in 8 quarters since.
  • 542 funds tracked by Wall St. Rank held Murphy USA as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.