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 Q2	$78.6M	Buy	146,263 +144	+0.1%	+$78.2K	4.88%	6
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Recurrent Investment Advisors's MUSA Position: Q2 2026 in Review

Recurrent Investment Advisors increased its Murphy USA (MUSA) stake by 0.1% in Q2 2026, buying an estimated $78.2K and bringing the position to 146,263 shares worth $78.6M. The position accounts for 4.88% of the portfolio, ranked #6.

Recurrent Investment Advisors first reported a position in MUSA in Q2 2023 and has held it in 13 quarters since. 607 funds tracked by Wall St. Rank hold MUSA as of Q2 2026.

Recurrent Investment Advisors held 146,263 shares of Murphy USA worth $78.6M as of Q2 2026.
Recurrent Investment Advisors bought 144 Murphy USA shares in Q2 2026, an estimated $78.2K.
Murphy USA made up 4.88% of Recurrent Investment Advisors's portfolio in Q2 2026, its #6 holding.
Recurrent Investment Advisors first reported a position in Murphy USA in Q2 2023 and has held it in 13 quarters since.
607 funds tracked by Wall St. Rank held Murphy USA as of Q2 2026.

Based on Recurrent Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.