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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Simplicity Wealth's MUSA Position: Q1 2026 in Review

Simplicity Wealth increased its Murphy USA (MUSA) stake by 14% in Q1 2026, buying an estimated $45K and bringing the position to 850 shares worth $420K. The position accounts for 0.02% of the portfolio, ranked #499.

Simplicity Wealth first reported a position in MUSA in Q1 2024 and has held it in 5 quarters since. 540 funds tracked by Wall St. Rank hold MUSA as of Q1 2026.

  • Simplicity Wealth held 850 shares of Murphy USA worth $420K as of Q1 2026.
  • Simplicity Wealth bought 105 Murphy USA shares in Q1 2026, an estimated $45K.
  • Murphy USA made up 0.02% of Simplicity Wealth's portfolio in Q1 2026, its #499 holding.
  • Simplicity Wealth first reported a position in Murphy USA in Q1 2024 and has held it in 5 quarters since.
  • 540 funds tracked by Wall St. Rank held Murphy USA as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.