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TCI Wealth Advisors’s Murphy USA MUSA Stock Holding History

TCI Wealth 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
2023
Q2 		– Sell
-117
Closed -$30.2K – 1463
2023
Q1 		$30.2K Sell
117
-1
-0.8% -$260 ﹤0.01% 560
2022
Q4 		$33K Hold
118
– – ﹤0.01% 518
2022
Q3 		$32K Buy
118
+2
+2% +$559 0.01% 499
2022
Q2 		$27K Hold
116
– – ﹤0.01% 553
2022
Q1 		$23K Buy
116
+13
+13% +$2.44K ﹤0.01% 632
2021
Q4 		$21K Hold
103
– – ﹤0.01% 683
2021
Q3 		$17K Buy
103
+14
+16% +$2.11K ﹤0.01% 762
2021
Q2 		$12K Buy
89
+25
+39% +$3.45K ﹤0.01% 859
2021
Q1 		$9K Buy
+64
New +$8.27K ﹤0.01% 925
2020
Q4 		– Sell
-21
Closed -$3K – 1607
2020
Q3 		$3K Sell
21
-134
-86% -$17.7K ﹤0.01% 975
2020
Q2 		$17K Hold
155
– – 0.01% 481
2020
Q1 		$13K Buy
155
+12
+8% +$1.25K 0.01% 522
2019
Q4 		$17K Buy
+143
New +$15.4K 0.01% 583

Other funds holding MUSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
CB
Cadence Bank Tupelo, Mississippi $1.71B AUM 16.17% 1-Year Est. Return

TCI Wealth Advisors's MUSA Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Murphy USA (MUSA) in Q2 2023, closing a stake of 117 shares — an estimated $30.2K sold.

TCI Wealth Advisors first reported a position in MUSA in Q4 2019 and held it in 13 quarters. The position peaked at $33K in Q4 2022. 389 funds tracked by Wall St. Rank hold MUSA as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Murphy USA position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 117 Murphy USA shares in Q2 2023, an estimated $30.2K.
  • TCI Wealth Advisors first reported a position in Murphy USA in Q4 2019 and held it in 13 quarters.
  • TCI Wealth Advisors's Murphy USA position peaked at $33K in Q4 2022.
  • 389 funds tracked by Wall St. Rank held Murphy USA as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.