Personal CFO Solutions
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Personal CFO Solutions’s Murphy USA MUSA Stock Holding History

Personal CFO Solutions’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
Q3 		$360K Buy
715
+126
+21% +$70.3K 0.06% 298
2026
Q2 		$317K Buy
589
+15
+3% +$8.15K 0.05% 378
2026
Q1 		$283K Sell
574
-24
-4% -$10.3K 0.04% 402
2025
Q4 		$242K Sell
598
-31
-5% -$11.9K 0.04% 440
2025
Q3 		$244K Buy
629
+39
+7% +$15.4K 0.04% 427
2025
Q2 		$240K Buy
590
+56
+10% +$25.5K 0.04% 405
2025
Q1 		$251K Buy
534
+8
+2% +$3.8K 0.05% 361
2024
Q4 		$264K Sell
526
-24
-4% -$12.3K 0.05% 365
2024
Q3 		$271K Sell
550
-6
-1% -$3.01K 0.04% 453
2024
Q2 		$261K Sell
556
-10
-2% -$4.36K 0.04% 429
2024
Q1 		$237K Sell
566
-45
-7% -$17.6K 0.04% 470
2023
Q4 		$218K Sell
611
-112
-15% -$40.6K 0.04% 465
2023
Q3 		$247K Sell
723
-111
-13% -$35.3K 0.05% 379
2023
Q2 		$259K Buy
834
+22
+3% +$6.16K 0.05% 371
2023
Q1 		$210K Buy
812
+94
+13% +$24.5K 0.04% 436
2022
Q4 		$201K Buy
+718
New +$208K 0.04% 426

Other funds holding MUSA

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Close Asset Management
Close Asset Management London, United Kingdom $3.42B AUM 34.5% 1-Year Est. Return
Security National Bank
Security National Bank Omaha, Nebraska $865M AUM 30.55% 1-Year Est. Return

Personal CFO Solutions's MUSA Position: Q3 2026 in Review

Personal CFO Solutions increased its Murphy USA (MUSA) stake by 21% in Q3 2026, buying an estimated $70.3K and bringing the position to 715 shares worth $360K. The position accounts for 0.06% of the portfolio, ranked #298.

Personal CFO Solutions first reported a position in MUSA in Q4 2022 and has held it in 16 quarters since. 275 funds tracked by Wall St. Rank hold MUSA as of Q3 2026.

  • Personal CFO Solutions held 715 shares of Murphy USA worth $360K as of Q3 2026.
  • Personal CFO Solutions bought 126 Murphy USA shares in Q3 2026, an estimated $70.3K.
  • Murphy USA made up 0.06% of Personal CFO Solutions's portfolio in Q3 2026, its #298 holding.
  • Personal CFO Solutions first reported a position in Murphy USA in Q4 2022 and has held it in 16 quarters since.
  • 275 funds tracked by Wall St. Rank held Murphy USA as of Q3 2026.

Based on Personal CFO Solutions's 13F filing for Q3 2026, filed 6 Nov 2026.