TwinBeech Capital’s Murphy USA MUSA Stock Holding History

TwinBeech Capital’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	$1.29M	Buy	+2,400	New	+$1.3M	0.23%	128
2025 Q3	–	Sell	-11,751	Closed	-$4.78M	–	741
2025 Q2	$4.78M	Buy	+11,751	New	+$5.34M	0.11%	211
2025 Q1	–	Sell	-26,066	Closed	-$13.1M	–	872
2024 Q4	$13.1M	Sell	26,066 -15,932	-38%	-$8.14M	0.22%	131
2024 Q3	$20.7M	Buy	+41,998	New	+$21.1M	0.4%	68
2023 Q4	–	Sell	-4,254	Closed	-$1.45M	–	814
2023 Q3	$1.45M	Buy	+4,254	New	+$1.35M	0.03%	446
2022 Q3	–	Sell	-15,778	Closed	-$3.67M	–	744
2022 Q2	$3.67M	Buy	15,778 +10,742	+213%	+$2.53M	0.16%	157
2022 Q1	$1.01M	Buy	+5,036	New	+$946K	0.04%	319
2021 Q3	–	Sell	-10,343	Closed	-$1.38M	–	703
2021 Q2	$1.38M	Buy	+10,343	New	+$1.43M	0.17%	175
2021 Q1	–	Sell	-6,941	Closed	-$908K	–	593
2020 Q4	$908K	Buy	6,941 +3,208	+86%	+$412K	0.15%	193
2020 Q3	$479K	Sell	3,733 -15	-0.4%	-$1.98K	0.1%	265
2020 Q2	$422K	Buy	+3,748	New	+$411K	0.09%	255

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

TwinBeech Capital's MUSA Position: Q2 2026 in Review

TwinBeech Capital opened a new position in Murphy USA (MUSA) in Q2 2026: 2,400 shares worth $1.29M. The stake represents 0.23% of the portfolio and ranks #128 among its holdings. This is a return to the name: TwinBeech Capital previously reported a position in MUSA as recently as Q2 2025.

TwinBeech Capital first reported a position in MUSA in Q2 2020 and has held it in 11 quarters since. The position peaked at $20.7M in Q3 2024. 607 funds tracked by Wall St. Rank hold MUSA as of Q2 2026.

TwinBeech Capital held 2,400 shares of Murphy USA worth $1.29M as of Q2 2026.
Murphy USA was a new TwinBeech Capital position in Q2 2026.
Murphy USA made up 0.23% of TwinBeech Capital's portfolio in Q2 2026, its #128 holding.
TwinBeech Capital first reported a position in Murphy USA in Q2 2020 and has held it in 11 quarters since.
TwinBeech Capital's Murphy USA position peaked at $20.7M in Q3 2024.
607 funds tracked by Wall St. Rank held Murphy USA as of Q2 2026.

Based on TwinBeech Capital's 13F filing for Q2 2026, filed 14 Aug 2026.