Recurrent Investment Advisors’s Murphy USA MUSA Stock Holding History

Recurrent Investment Advisors’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	$72M	Buy	146,119 +27,513	+23%	+$11.8M	4.33%	9
2025 Q4	$47.7M	Buy	118,606 +17,664	+17%	+$6.78M	3.53%	12
2025 Q3	$39.2M	Buy	100,942 +98,952	+4,972%	+$39.2M	3.01%	19
2025 Q2	$810K	Buy	1,990 +160	+9%	+$72.7K	0.07%	54
2025 Q1	$860K	Buy	1,830 +440	+32%	+$209K	0.07%	51
2024 Q4	$697K	Buy	1,390 +240	+21%	+$123K	0.06%	49
2024 Q3	$567K	Hold	1,150	–	–	0.06%	50
2024 Q2	$540K	Hold	1,150	–	–	0.06%	49
2024 Q1	$482K	Hold	1,150	–	–	0.06%	48
2023 Q4	$410K	Hold	1,150	–	–	0.06%	42
2023 Q3	$393K	Hold	1,150	–	–	0.06%	50
2023 Q2	$358K	Buy	+1,150	New	+$322K	0.06%	51

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

Recurrent Investment Advisors's MUSA Position: Q1 2026 in Review

Recurrent Investment Advisors increased its Murphy USA (MUSA) stake by 23% in Q1 2026, buying an estimated $11.8M and bringing the position to 146,119 shares worth $72M. The position accounts for 4.33% of the portfolio, ranked #9.

Recurrent Investment Advisors first reported a position in MUSA in Q2 2023 and has held it in 12 quarters since. 540 funds tracked by Wall St. Rank hold MUSA as of Q1 2026.

Recurrent Investment Advisors held 146,119 shares of Murphy USA worth $72M as of Q1 2026.
Recurrent Investment Advisors bought 27,513 Murphy USA shares in Q1 2026, an estimated $11.8M.
Murphy USA made up 4.33% of Recurrent Investment Advisors's portfolio in Q1 2026, its #9 holding.
Recurrent Investment Advisors first reported a position in Murphy USA in Q2 2023 and has held it in 12 quarters since.
540 funds tracked by Wall St. Rank held Murphy USA as of Q1 2026.

Based on Recurrent Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.