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Tortoise Investment Management’s Murphy USA MUSA Stock Holding History

Tortoise Investment 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
2025
Q4 		– Sell
-1
Closed -$388 – 987
2025
Q3 		$388 Hold
1
– – ﹤0.01% 1224
2025
Q2 		$407 Buy
+1
New +$455 ﹤0.01% 1114
2017
Q2 		– Sell
-7
Closed -$1K – 502
2017
Q1 		$1K Hold
7
– – ﹤0.01% 458
2016
Q4 		$0 Hold
7
– – ﹤0.01% 498
2016
Q3 		$0 Hold
7
– – ﹤0.01% 490
2016
Q2 		$1K Hold
7
– – ﹤0.01% 475
2016
Q1 		$0 Hold
7
– – ﹤0.01% 425
2015
Q4 		$0 Hold
7
– – ﹤0.01% 425
2015
Q3 		$0 Hold
7
– – ﹤0.01% 425
2015
Q2 		$0 Hold
7
– – ﹤0.01% 440
2015
Q1 		$1K Hold
7
– – ﹤0.01% 400
2014
Q4 		$0 Hold
7
– – ﹤0.01% 483
2014
Q3 		$0 Hold
7
– – ﹤0.01% 414
2014
Q2 		$0 Hold
7
– – ﹤0.01% 434
2014
Q1 		$0 Buy
+7
New +$283 ﹤0.01% 371
2013
Q4 		– Sell
-7
Closed -$1K – 370
2013
Q3 		$1K Buy
+7
New +$280 ﹤0.01% 337

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return
CB
Cadence Bank Tupelo, Mississippi $1.71B AUM 16.17% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Tortoise Investment Management's MUSA Position: Q4 2025 in Review

Tortoise Investment Management sold out of Murphy USA (MUSA) in Q4 2025, closing a stake of 1 share — an estimated $388 sold.

Tortoise Investment Management first reported a position in MUSA in Q3 2013 and held it in 16 quarters. The position peaked at $1K in Q1 2017. 529 funds tracked by Wall St. Rank hold MUSA as of Q4 2025.

  • Tortoise Investment Management reported no remaining Murphy USA position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 1 Murphy USA share in Q4 2025, an estimated $388.
  • Tortoise Investment Management first reported a position in Murphy USA in Q3 2013 and held it in 16 quarters.
  • Tortoise Investment Management's Murphy USA position peaked at $1K in Q1 2017.
  • 529 funds tracked by Wall St. Rank held Murphy USA as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.