Sowell Financial Services’s Murphy USA MUSA Stock Holding History

Sowell Financial Services’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	$240K	Sell	487 -16	-3%	-$6.85K	0.01%	930
2025 Q4	$203K	Buy	+503	New	+$193K	0.01%	1034
2025 Q3	–	Sell	-501	Closed	-$204K	–	1116
2025 Q2	$204K	Sell	501 -1	-0.2%	-$455	0.01%	967
2025 Q1	$236K	Buy	+502	New	+$238K	0.01%	865
2021 Q2	–	Sell	-946	Closed	-$130K	–	1917
2021 Q1	$130K	Buy	946 +562	+146%	+$72.6K	﹤0.01%	1256
2020 Q4	$50K	Buy	384 +28	+8%	+$3.6K	﹤0.01%	1403
2020 Q3	$46K	Hold	356	–	–	﹤0.01%	1250
2020 Q2	$40K	Hold	356	–	–	﹤0.01%	1232
2020 Q1	$30K	Hold	356	–	–	﹤0.01%	1244
2019 Q4	$42K	Sell	356 -50	-12%	-$5.39K	﹤0.01%	1199
2019 Q3	$35K	Buy	+406	New	+$35.7K	﹤0.01%	1103

Other funds holding MUSA

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

Fidelity Investments

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 London, United Kingdom $280B AUM 33.63% 1-Year Est. Return

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return

Geode Capital Management

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