SAM
MUSA icon

Southernsun Asset Management’s Murphy USA MUSA Stock Holding History

Southernsun Asset Management’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 		$41.9M Sell
84,797
-7,531
-8% -$3.22M 6.07% 2
2025
Q4 		$37.3M Sell
92,328
-3,621
-4% -$1.39M 5.2% 4
2025
Q3 		$37.3M Buy
95,949
+21,041
+28% +$8.33M 4.83% 5
2025
Q2 		$30.5M Buy
74,908
+9,051
+14% +$4.11M 4.28% 8
2025
Q1 		$30.9M Sell
65,857
-3,949
-6% -$1.87M 4.48% 11
2024
Q4 		$35M Buy
69,806
+2,032
+3% +$1.04M 4.36% 12
2024
Q3 		$33.4M Sell
67,774
-5,947
-8% -$2.98M 3.96% 15
2024
Q2 		$34.6M Sell
73,721
-6,161
-8% -$2.68M 4.17% 13
2024
Q1 		$33.5M Sell
79,882
-9,625
-11% -$3.76M 3.73% 16
2023
Q4 		$31.9M Sell
89,507
-55,746
-38% -$20.2M 3.68% 17
2023
Q3 		$49.6M Sell
145,253
-42,042
-22% -$13.4M 5.82% 3
2023
Q2 		$58.3M Buy
187,295
+6,116
+3% +$1.71M 6.15% 3
2023
Q1 		$46.8M Buy
181,179
+17,832
+11% +$4.64M 5.34% 7
2022
Q4 		$45.7M Sell
163,347
-14,636
-8% -$4.24M 5.2% 6
2022
Q3 		$48.9M Sell
177,983
-13,140
-7% -$3.68M 6.04% 4
2022
Q2 		$44.5M Sell
191,123
-3,997
-2% -$942K 5.52% 5
2022
Q1 		$39M Buy
195,120
+9,493
+5% +$1.78M 4.21% 11
2021
Q4 		$37M Sell
185,627
-69,408
-27% -$12.4M 3.7% 16
2021
Q3 		$42.7M Buy
255,035
+5,400
+2% +$814K 4.51% 8
2021
Q2 		$33.3M Buy
249,635
+24,564
+11% +$3.39M 3.65% 9
2021
Q1 		$32.5M Sell
225,071
-9,800
-4% -$1.27M 3.38% 11
2020
Q4 		$30.7M Buy
234,871
+62,629
+36% +$8.04M 3.52% 12
2020
Q3 		$22.1M Sell
172,242
-26,048
-13% -$3.44M 2.89% 14
2020
Q2 		$22.3M Sell
198,290
-32,232
-14% -$3.53M 3.01% 13
2020
Q1 		$19.4M Buy
230,522
+3,121
+1% +$324K 2.88% 15
2019
Q4 		$26.6M Sell
227,401
-124,297
-35% -$13.4M 2.42% 17
2019
Q3 		$30M Sell
351,698
-70,424
-17% -$6.19M 2.49% 19
2019
Q2 		$35.5M Sell
422,122
-100,520
-19% -$8.41M 2.73% 17
2019
Q1 		$44.7M Sell
522,642
-113,210
-18% -$8.95M 3.2% 14
2018
Q4 		$48.7M Sell
635,852
-201,430
-24% -$15.9M 3.57% 12
2018
Q3 		$71.6M Sell
837,282
-1,120,632
-57% -$92.5M 3.27% 14
2018
Q2 		$145M Sell
1,957,914
-316,004
-14% -$21.8M 4.74% 9
2018
Q1 		$166M Sell
2,273,918
-313,611
-12% -$24.5M 4.65% 8
2017
Q4 		$208M Sell
2,587,529
-304,195
-11% -$23M 5.3% 4
2017
Q3 		$200M Buy
2,891,724
+12,843
+0.4% +$893K 4.91% 7
2017
Q2 		$213M Sell
2,878,881
-57,629
-2% -$4.03M 5.46% 4
2017
Q1 		$216M Buy
2,936,510
+1,407,777
+92% +$92.8M 5.51% 3
2016
Q4 		$94M Buy
1,528,733
+198,302
+15% +$13.3M 2.4% 19
2016
Q3 		$94.9M Sell
1,330,431
-171,284
-11% -$12.8M 2.37% 18
2016
Q2 		$111M Sell
1,501,715
-29,318
-2% -$1.91M 2.92% 17
2016
Q1 		$94.1M Buy
1,531,033
+39,415
+3% +$2.43M 2.38% 18
2015
Q4 		$90.6M Sell
1,491,618
-35,707
-2% -$2.13M 2.18% 21
2015
Q3 		$83.9M Buy
1,527,325
+449,291
+42% +$23.9M 1.85% 25
2015
Q2 		$60.2M Sell
1,078,034
-470,037
-30% -$29.5M 1.09% 35
2015
Q1 		$112M Buy
1,548,071
+92,690
+6% +$6.51M 2.1% 24
2014
Q4 		$100M Buy
1,455,381
+77,356
+6% +$4.59M 1.95% 26
2014
Q3 		$73.1M Buy
+1,378,025
New +$71.3M 1.43% 29

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

Southernsun Asset Management's MUSA Position: Q1 2026 in Review

Southernsun Asset Management reduced its Murphy USA (MUSA) stake by 8.2% in Q1 2026, selling an estimated $3.22M and leaving 84,797 shares worth $41.9M. The position accounts for 6.07% of the portfolio, ranked #2.

Southernsun Asset Management first reported a position in MUSA in Q3 2014 and has held it in 47 quarters since. The position peaked at $216M in Q1 2017. 540 funds tracked by Wall St. Rank hold MUSA as of Q1 2026.

  • Southernsun Asset Management held 84,797 shares of Murphy USA worth $41.9M as of Q1 2026.
  • Southernsun Asset Management sold 7,531 Murphy USA shares in Q1 2026, an estimated $3.22M.
  • Murphy USA made up 6.07% of Southernsun Asset Management's portfolio in Q1 2026, its #2 holding.
  • Southernsun Asset Management first reported a position in Murphy USA in Q3 2014 and has held it in 47 quarters since.
  • Southernsun Asset Management's Murphy USA position peaked at $216M in Q1 2017.
  • 540 funds tracked by Wall St. Rank held Murphy USA as of Q1 2026.

Based on Southernsun Asset Management's 13F filing for Q1 2026, filed 13 May 2026.