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Perigon Wealth Management’s Murphy USA MUSA Stock Holding History

Perigon Wealth 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
2026
Q2 		$344K Buy
639
+107
+20% +$58.1K 0.01% 1044
2026
Q1 		$263K Sell
532
-271
-34% -$116K ﹤0.01% 1069
2025
Q4 		$324K Buy
803
+238
+42% +$91.3K 0.01% 982
2025
Q3 		$219K Buy
+565
New +$224K ﹤0.01% 1108

Other funds holding MUSA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
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
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Perigon Wealth Management's MUSA Position: Q2 2026 in Review

Perigon Wealth Management increased its Murphy USA (MUSA) stake by 20% in Q2 2026, buying an estimated $58.1K and bringing the position to 639 shares worth $344K. The position accounts for 0.01% of the portfolio, ranked #1044.

Perigon Wealth Management first reported a position in MUSA in Q3 2025 and has held it in 4 quarters since. 606 funds tracked by Wall St. Rank hold MUSA as of Q2 2026.

  • Perigon Wealth Management held 639 shares of Murphy USA worth $344K as of Q2 2026.
  • Perigon Wealth Management bought 107 Murphy USA shares in Q2 2026, an estimated $58.1K.
  • Murphy USA made up 0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #1044 holding.
  • Perigon Wealth Management first reported a position in Murphy USA in Q3 2025 and has held it in 4 quarters since.
  • 606 funds tracked by Wall St. Rank held Murphy USA as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.