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Pacific Capital Wealth Advisors’s Murphy USA MUSA Stock Holding History

Pacific Capital Wealth 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
2024
Q3 		– Sell
-5
Closed -$2.35K – 569
2024
Q2 		$2.35K Buy
+5
New +$2.18K ﹤0.01% 432

Other funds holding MUSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
CB
Cadence Bank Tupelo, Mississippi $1.71B AUM 16.17% 1-Year Est. Return

Pacific Capital Wealth Advisors's MUSA Position: Q3 2024 in Review

Pacific Capital Wealth Advisors sold out of Murphy USA (MUSA) in Q3 2024, closing a stake of 5 shares — an estimated $2.35K sold.

Pacific Capital Wealth Advisors first reported a position in MUSA in Q2 2024 and held it in 1 quarter. The position peaked at $2.35K in Q2 2024. 506 funds tracked by Wall St. Rank hold MUSA as of Q3 2024.

  • Pacific Capital Wealth Advisors reported no remaining Murphy USA position as of Q3 2024 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 5 Murphy USA shares in Q3 2024, an estimated $2.35K.
  • Pacific Capital Wealth Advisors first reported a position in Murphy USA in Q2 2024 and held it in 1 quarter.
  • Pacific Capital Wealth Advisors's Murphy USA position peaked at $2.35K in Q2 2024.
  • 506 funds tracked by Wall St. Rank held Murphy USA as of Q3 2024.

Based on Pacific Capital Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.