OF
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Optimize Financial’s Murphy USA MUSA Stock Holding History

Optimize Financial’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 		– Sell
-1,559
Closed -$629K – 404
2025
Q4 		$629K Buy
1,559
+20
+1% +$7.67K 0.32% 80
2025
Q3 		$598K Buy
+1,539
New +$609K 0.31% 67

Other funds holding MUSA

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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

Optimize Financial's MUSA Position: Q1 2026 in Review

Optimize Financial sold out of Murphy USA (MUSA) in Q1 2026, closing a stake of 1,559 shares — an estimated $629K sold.

Optimize Financial first reported a position in MUSA in Q3 2025 and held it in 2 quarters. The position peaked at $629K in Q4 2025. 540 funds tracked by Wall St. Rank hold MUSA as of Q1 2026.

  • Optimize Financial reported no remaining Murphy USA position as of Q1 2026 after selling out during the quarter.
  • Optimize Financial sold 1,559 Murphy USA shares in Q1 2026, an estimated $629K.
  • Optimize Financial first reported a position in Murphy USA in Q3 2025 and held it in 2 quarters.
  • Optimize Financial's Murphy USA position peaked at $629K in Q4 2025.
  • 540 funds tracked by Wall St. Rank held Murphy USA as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.