Sowell Financial Services’s Murphy Oil MUR Stock Holding History

Sowell Financial Services’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
2026 Q1	$201K	Buy	+4,881	New	+$165K	0.01%	1048
2023 Q3	–	Sell	-10,718	Closed	-$410K	–	574
2023 Q2	$410K	Buy	+10,718	New	+$396K	0.02%	483
2022 Q4	–	Sell	-10,742	Closed	-$378K	–	537
2022 Q3	$378K	Sell	10,742 -14,371	-57%	-$497K	0.04%	349
2022 Q2	$758K	Buy	+25,113	New	+$968K	0.07%	184
2022 Q1	–	Sell	-14,754	Closed	-$385K	–	386
2021 Q4	$385K	Sell	14,754 -546	-4%	-$15.1K	0.02%	459
2021 Q3	$382K	Buy	15,300 +4,271	+39%	+$92.1K	0.03%	430
2021 Q2	$257K	Buy	11,029 +392	+4%	+$7.99K	0.02%	488
2021 Q1	$196K	Sell	10,637 -9,481	-47%	-$148K	0.01%	1064
2020 Q4	$243K	Buy	20,118 +12,377	+160%	+$123K	0.01%	772
2020 Q3	$69K	Sell	7,741 -3,648	-32%	-$46.8K	﹤0.01%	1103
2020 Q2	$157K	Buy	11,389 +7,462	+190%	+$85.8K	0.01%	809
2020 Q1	$24K	Buy	3,927 +2,780	+242%	+$51.1K	﹤0.01%	1328
2019 Q4	$31K	Sell	1,147 -139	-11%	-$3.19K	﹤0.01%	1301
2019 Q3	$28K	Buy	+1,286	New	+$27.6K	﹤0.01%	1174

Other funds holding MUR

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return