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Schechter Investment Advisors’s Murphy USA MUSA Stock Holding History

Schechter 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
2025
Q1 		$1.33M Sell
2,837
-280
-9% -$133K 0.11% 180
2024
Q4 		$1.56M Buy
3,117
+147
+5% +$75.1K 0.12% 169
2024
Q3 		$1.46M Sell
2,970
-21
-0.7% -$10.5K 0.11% 181
2024
Q2 		$1.4M Sell
2,991
-448
-13% -$195K 0.11% 181
2024
Q1 		$1.44M Sell
3,439
-243
-7% -$95K 0.11% 179
2023
Q4 		$1.31M Sell
3,682
-2,337
-39% -$847K 0.11% 178
2023
Q3 		$2.06M Sell
6,019
-820
-12% -$261K 0.2% 97
2023
Q2 		$2.13M Buy
6,839
+664
+11% +$186K 0.19% 102
2023
Q1 		$1.59M Buy
6,175
+307
+5% +$79.9K 0.15% 161
2022
Q4 		$1.64M Buy
5,868
+43
+0.7% +$12.5K 0.15% 153
2022
Q3 		$1.6M Sell
5,825
-1,360
-19% -$380K 0.16% 142
2022
Q2 		$1.67M Sell
7,185
-411
-5% -$96.9K 0.16% 126
2022
Q1 		$1.52M Buy
7,596
+125
+2% +$23.5K 0.14% 165
2021
Q4 		$1.49M Buy
+7,471
New +$1.34M 0.13% 187

Other funds holding MUSA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
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
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CB
Cadence Bank Tupelo, Mississippi $1.71B AUM 16.17% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Schechter Investment Advisors's MUSA Position: Q1 2025 in Review

Schechter Investment Advisors reduced its Murphy USA (MUSA) stake by 9% in Q1 2025, selling an estimated $133K and leaving 2,837 shares worth $1.33M. The position accounts for 0.11% of the portfolio, ranked #180.

Schechter Investment Advisors first reported a position in MUSA in Q4 2021 and has held it in 14 quarters since. The position peaked at $2.13M in Q2 2023. 514 funds tracked by Wall St. Rank hold MUSA as of Q1 2025.

  • Schechter Investment Advisors held 2,837 shares of Murphy USA worth $1.33M as of Q1 2025.
  • Schechter Investment Advisors sold 280 Murphy USA shares in Q1 2025, an estimated $133K.
  • Murphy USA made up 0.11% of Schechter Investment Advisors's portfolio in Q1 2025, its #180 holding.
  • Schechter Investment Advisors first reported a position in Murphy USA in Q4 2021 and has held it in 14 quarters since.
  • Schechter Investment Advisors's Murphy USA position peaked at $2.13M in Q2 2023.
  • 514 funds tracked by Wall St. Rank held Murphy USA as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.