Private Ocean’s Murphy USA MUSA Stock Holding History

Private Ocean’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 Q1	–	Sell	-25	Closed	-$8.91K	–	518
2023 Q4	$8.91K	Buy	+25	New	+$9.06K	﹤0.01%	369
2022 Q3	–	Sell	-3	Closed	–	–	609
2022 Q2	$0	Hold	3	–	–	﹤0.01%	594
2022 Q1	$1K	Buy	+3	New	+$563	﹤0.01%	557
2018 Q1	–	Sell	-48	Closed	-$4K	–	478
2017 Q4	$4K	Buy	+48	New	+$3.63K	﹤0.01%	294

Other funds holding MUSA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Cadence Bank Tupelo, Mississippi $1.71B AUM 16.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Private Ocean's MUSA Position: Q1 2024 in Review

Private Ocean sold out of Murphy USA (MUSA) in Q1 2024, closing a stake of 25 shares — an estimated $8.91K sold.

Private Ocean first reported a position in MUSA in Q4 2017 and held it in 4 quarters. The position peaked at $8.91K in Q4 2023. 480 funds tracked by Wall St. Rank hold MUSA as of Q1 2024.

Private Ocean reported no remaining Murphy USA position as of Q1 2024 after selling out during the quarter.
Private Ocean sold 25 Murphy USA shares in Q1 2024, an estimated $8.91K.
Private Ocean first reported a position in Murphy USA in Q4 2017 and held it in 4 quarters.
Private Ocean's Murphy USA position peaked at $8.91K in Q4 2023.
480 funds tracked by Wall St. Rank held Murphy USA as of Q1 2024.

Based on Private Ocean's 13F filing for Q1 2024, filed 17 Apr 2024.