Pinnacle Wealth Planning Services’s Murphy USA MUSA Stock Holding History

Pinnacle Wealth Planning Services’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	$103K	Sell	208 -57	-22%	-$24.4K	0.01%	786
2025 Q4	$107K	Buy	+265	New	+$102K	0.01%	744
2025 Q2	–	Sell	-511	Closed	-$240K	–	472
2025 Q1	$240K	Hold	511	–	–	0.04%	313
2024 Q4	$256K	Sell	511 -135	-21%	-$68.9K	0.04%	292
2024 Q3	$318K	Buy	646 +200	+45%	+$100K	0.04%	290
2024 Q2	$209K	Buy	+446	New	+$194K	0.03%	412
2021 Q1	–	Sell	-424	Closed	-$55K	–	1353
2020 Q4	$55K	Buy	+424	New	+$54.4K	0.01%	746

Other funds holding MUSA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pinnacle Wealth Planning Services's MUSA Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its Murphy USA (MUSA) stake by 22% in Q1 2026, selling an estimated $24.4K and leaving 208 shares worth $103K. The position accounts for 0.01% of the portfolio, ranked #786.

Pinnacle Wealth Planning Services first reported a position in MUSA in Q4 2020 and has held it in 7 quarters since. The position peaked at $318K in Q3 2024. 540 funds tracked by Wall St. Rank hold MUSA as of Q1 2026.

Pinnacle Wealth Planning Services held 208 shares of Murphy USA worth $103K as of Q1 2026.
Pinnacle Wealth Planning Services sold 57 Murphy USA shares in Q1 2026, an estimated $24.4K.
Murphy USA made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #786 holding.
Pinnacle Wealth Planning Services first reported a position in Murphy USA in Q4 2020 and has held it in 7 quarters since.
Pinnacle Wealth Planning Services's Murphy USA position peaked at $318K in Q3 2024.
540 funds tracked by Wall St. Rank held Murphy USA as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.