Rise Advisors’s Murphy Oil MUR Stock Holding History

Rise Advisors’s Portfolio MUR Stock Details MUR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-864	Closed	-$24.5K	–	960
2025 Q3	$24.5K	Buy	864 +11	+1%	+$278	0.01%	463
2025 Q2	$19.2K	Buy	853 +38	+5%	+$847	0.01%	560
2025 Q1	$23.1K	Buy	815 +139	+21%	+$3.92K	0.01%	428
2024 Q4	$20.5K	Buy	676 +6	+0.9%	+$193	0.01%	637
2024 Q3	$22.6K	Buy	670 +5	+0.8%	+$189	0.01%	609
2024 Q2	$27.4K	Buy	665 +5	+0.8%	+$218	0.01%	424
2024 Q1	$30.2K	Buy	+660	New	+$26.6K	0.02%	381

Other funds holding MUR

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Hotchkis & Wiley Capital Management

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management

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

EARNEST Partners

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return