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Simplicity Wealth’s Murphy USA MUSA Stock Holding History

Simplicity Wealth’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 		$739K Buy
1,371
+521
+61% +$283K 0.02% 519
2026
Q1 		$420K Buy
850
+105
+14% +$45K 0.02% 499
2025
Q4 		$301K Buy
745
+195
+35% +$74.8K 0.02% 554
2025
Q3 		$214K Buy
+550
New +$218K 0.01% 664
2024
Q3 		– Sell
-556
Closed -$261K – 952
2024
Q2 		$261K Buy
556
+71
+15% +$30.9K 0.01% 1002
2024
Q1 		$203K Buy
+485
New +$190K ﹤0.01% 1068

Other funds holding MUSA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
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
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Simplicity Wealth's MUSA Position: Q2 2026 in Review

Simplicity Wealth increased its Murphy USA (MUSA) stake by 61% in Q2 2026, buying an estimated $283K and bringing the position to 1,371 shares worth $739K. The position accounts for 0.02% of the portfolio, ranked #519.

Simplicity Wealth first reported a position in MUSA in Q1 2024 and has held it in 6 quarters since. 606 funds tracked by Wall St. Rank hold MUSA as of Q2 2026.

  • Simplicity Wealth held 1,371 shares of Murphy USA worth $739K as of Q2 2026.
  • Simplicity Wealth bought 521 Murphy USA shares in Q2 2026, an estimated $283K.
  • Murphy USA made up 0.02% of Simplicity Wealth's portfolio in Q2 2026, its #519 holding.
  • Simplicity Wealth first reported a position in Murphy USA in Q1 2024 and has held it in 6 quarters since.
  • 606 funds tracked by Wall St. Rank held Murphy USA as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.