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Selective Wealth Management’s Murphy Oil MUR Stock Holding History

Selective Wealth Management’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
2022
Q4 		– Sell
-1,000
Closed -$35K – 502
2022
Q3 		$35K Hold
1,000
– – 0.02% 344
2022
Q2 		$30K Hold
1,000
– – 0.01% 406
2022
Q1 		$40K Hold
1,000
– – 0.01% 342
2021
Q4 		$26K Hold
1,000
– – 0.01% 376
2021
Q3 		$25K Buy
+1,000
New +$21.6K 0.01% 342

Other funds holding MUR

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Selective Wealth Management's MUR Position: Q4 2022 in Review

Selective Wealth Management sold out of Murphy Oil (MUR) in Q4 2022, closing a stake of 1,000 shares — an estimated $35K sold.

Selective Wealth Management first reported a position in MUR in Q3 2021 and held it in 5 quarters. The position peaked at $40K in Q1 2022. 366 funds tracked by Wall St. Rank hold MUR as of Q4 2022.

  • Selective Wealth Management reported no remaining Murphy Oil position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 1,000 Murphy Oil shares in Q4 2022, an estimated $35K.
  • Selective Wealth Management first reported a position in Murphy Oil in Q3 2021 and held it in 5 quarters.
  • Selective Wealth Management's Murphy Oil position peaked at $40K in Q1 2022.
  • 366 funds tracked by Wall St. Rank held Murphy Oil as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.