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Root Financial Partners’s Murphy USA MUSA Stock Holding History

Root Financial Partners’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 		– Sell
-73
Closed -$36.1K – 2137
2026
Q1 		$36.1K Buy
73
+33
+83% +$14.1K ﹤0.01% 1024
2025
Q4 		$16.1K Buy
40
+2
+5% +$767 ﹤0.01% 1281
2025
Q3 		$14.8K Buy
+38
New +$15K ﹤0.01% 1271

Other funds holding MUSA

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
SNB
Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return
EAM
EULAV Asset Management Sarasota, Florida $3.13B AUM 23.04% 1-Year Est. Return
LI
Leeward Investments Boston, Massachusetts $2.2B AUM 46.08% 1-Year Est. Return
HCM
Horrell Capital Management Little Rock, Arkansas $219M AUM 21.7% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

Root Financial Partners's MUSA Position: Q2 2026 in Review

Root Financial Partners sold out of Murphy USA (MUSA) in Q2 2026, closing a stake of 73 shares — an estimated $36.1K sold.

Root Financial Partners first reported a position in MUSA in Q3 2025 and held it in 3 quarters. The position peaked at $36.1K in Q1 2026. 167 funds tracked by Wall St. Rank hold MUSA as of Q2 2026.

  • Root Financial Partners reported no remaining Murphy USA position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 73 Murphy USA shares in Q2 2026, an estimated $36.1K.
  • Root Financial Partners first reported a position in Murphy USA in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Murphy USA position peaked at $36.1K in Q1 2026.
  • 167 funds tracked by Wall St. Rank held Murphy USA as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.