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Oberweis Asset Management’s Murphy USA MUSA Stock Holding History

Oberweis Asset Management’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
2023
Q4 		– Sell
-6,700
Closed -$2.29M – 215
2023
Q3 		$2.29M Buy
6,700
+1,900
+40% +$604K 0.24% 144
2023
Q2 		$1.49M Buy
4,800
+800
+20% +$224K 0.18% 152
2023
Q1 		$1.03M Buy
4,000
+1,100
+38% +$286K 0.16% 149
2022
Q4 		$811K Buy
2,900
+1,300
+81% +$377K 0.17% 144
2022
Q3 		$440K Buy
+1,600
New +$447K 0.1% 150
2019
Q2 		– Sell
-2,800
Closed -$240K – 207
2019
Q1 		$240K Sell
2,800
-3,200
-53% -$253K 0.05% 186
2018
Q4 		$460K Sell
6,000
-400
-6% -$31.5K 0.1% 144
2018
Q3 		$547K Buy
6,400
+500
+8% +$41.3K 0.11% 151
2018
Q2 		$438K Sell
5,900
-680
-10% -$47K 0.11% 172
2018
Q1 		$479K Sell
6,580
-410
-6% -$32K 0.13% 170
2017
Q4 		$562K Buy
+6,990
New +$528K 0.13% 152

Other funds holding MUSA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CB
Cadence Bank Tupelo, Mississippi $1.71B AUM 16.17% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Oberweis Asset Management's MUSA Position: Q4 2023 in Review

Oberweis Asset Management sold out of Murphy USA (MUSA) in Q4 2023, closing a stake of 6,700 shares — an estimated $2.29M sold.

Oberweis Asset Management first reported a position in MUSA in Q4 2017 and held it in 11 quarters. The position peaked at $2.29M in Q3 2023. 437 funds tracked by Wall St. Rank hold MUSA as of Q4 2023.

  • Oberweis Asset Management reported no remaining Murphy USA position as of Q4 2023 after selling out during the quarter.
  • Oberweis Asset Management sold 6,700 Murphy USA shares in Q4 2023, an estimated $2.29M.
  • Oberweis Asset Management first reported a position in Murphy USA in Q4 2017 and held it in 11 quarters.
  • Oberweis Asset Management's Murphy USA position peaked at $2.29M in Q3 2023.
  • 437 funds tracked by Wall St. Rank held Murphy USA as of Q4 2023.

Based on Oberweis Asset Management's 13F filing for Q4 2023, filed 14 Feb 2024.