Summit Trail Advisors’s Murphy USA MUSA Stock Holding History

Summit Trail Advisors’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	$511K	Sell	949 -264	-22%	-$143K	0.01%	1209
2026 Q1	$599K	Sell	1,213 -593	-33%	-$254K	0.01%	1103
2025 Q4	$729K	Sell	1,806 -108	-6%	-$41.4K	0.01%	966
2025 Q3	$743K	Buy	1,914 +1,122	+142%	+$444K	0.01%	963
2025 Q2	$322K	Buy	+792	New	+$360K	0.01%	898
2018 Q1	–	Sell	-1,545	Closed	-$136K	–	1221
2017 Q4	$136K	Buy	+1,545	New	+$117K	0.02%	541

Other funds holding MUSA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 New York $72.6B AUM 54.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Summit Trail Advisors's MUSA Position: Q2 2026 in Review

Summit Trail Advisors reduced its Murphy USA (MUSA) stake by 22% in Q2 2026, selling an estimated $143K and leaving 949 shares worth $511K. The position accounts for 0.01% of the portfolio, ranked #1209.

Summit Trail Advisors first reported a position in MUSA in Q4 2017 and has held it in 6 quarters since. The position peaked at $743K in Q3 2025. 606 funds tracked by Wall St. Rank hold MUSA as of Q2 2026.

Summit Trail Advisors held 949 shares of Murphy USA worth $511K as of Q2 2026.
Summit Trail Advisors sold 264 Murphy USA shares in Q2 2026, an estimated $143K.
Murphy USA made up 0.01% of Summit Trail Advisors's portfolio in Q2 2026, its #1209 holding.
Summit Trail Advisors first reported a position in Murphy USA in Q4 2017 and has held it in 6 quarters since.
Summit Trail Advisors's Murphy USA position peaked at $743K in Q3 2025.
606 funds tracked by Wall St. Rank held Murphy USA as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.