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PFS Investments’s Murphy USA MUSA Stock Holding History

PFS Investments’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
Q2 		$2.44M Buy
7,839
+1,043
+15% +$292K 0.04% 308
2023
Q1 		$1.73M Sell
6,796
-5,402
-44% -$1.41M 0.03% 332
2022
Q4 		$3.41M Buy
12,198
+1,523
+14% +$442K 0.06% 236
2022
Q3 		$2.94M Sell
10,675
-10,124
-49% -$2.83M 0.05% 234
2022
Q2 		$4.84M Buy
20,799
+2,868
+16% +$676K 0.1% 184
2022
Q1 		$3.58M Sell
17,931
-7,193
-29% -$1.35M 0.07% 228
2021
Q4 		$5.01M Buy
25,124
+5,152
+26% +$921K 0.1% 186
2021
Q3 		$3.54M Buy
19,972
+4,923
+33% +$742K 0.07% 214
2021
Q2 		$2.1M Buy
15,049
+10,402
+224% +$1.44M 0.05% 244
2021
Q1 		$672K Buy
+4,647
New +$601K 0.02% 284

Other funds holding MUSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
CB
Cadence Bank Tupelo, Mississippi $1.71B AUM 16.17% 1-Year Est. Return

PFS Investments's MUSA Position: Q2 2023 in Review

PFS Investments increased its Murphy USA (MUSA) stake by 15% in Q2 2023, buying an estimated $292K and bringing the position to 7,839 shares worth $2.44M. The position accounts for 0.04% of the portfolio, ranked #308.

PFS Investments first reported a position in MUSA in Q1 2021 and has held it in 10 quarters since. The position peaked at $5.01M in Q4 2021. 388 funds tracked by Wall St. Rank hold MUSA as of Q2 2023.

  • PFS Investments held 7,839 shares of Murphy USA worth $2.44M as of Q2 2023.
  • PFS Investments bought 1,043 Murphy USA shares in Q2 2023, an estimated $292K.
  • Murphy USA made up 0.04% of PFS Investments's portfolio in Q2 2023, its #308 holding.
  • PFS Investments first reported a position in Murphy USA in Q1 2021 and has held it in 10 quarters since.
  • PFS Investments's Murphy USA position peaked at $5.01M in Q4 2021.
  • 388 funds tracked by Wall St. Rank held Murphy USA as of Q2 2023.

Based on PFS Investments's 13F filing for Q2 2023, filed 14 Aug 2023.