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
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 $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Cadence Bank Tupelo, Mississippi $1.71B AUM 16.17% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

TwinBeech Capital's MUSA Position: Q3 2025 in Review

TwinBeech Capital sold out of Murphy USA (MUSA) in Q3 2025, closing a stake of 11,751 shares — an estimated $4.78M sold.

TwinBeech Capital first reported a position in MUSA in Q2 2020 and held it in 10 quarters. The position peaked at $20.7M in Q3 2024. 503 funds tracked by Wall St. Rank hold MUSA as of Q3 2025.

TwinBeech Capital reported no remaining Murphy USA position as of Q3 2025 after selling out during the quarter.
TwinBeech Capital sold 11,751 Murphy USA shares in Q3 2025, an estimated $4.78M.
TwinBeech Capital first reported a position in Murphy USA in Q2 2020 and held it in 10 quarters.
TwinBeech Capital's Murphy USA position peaked at $20.7M in Q3 2024.
503 funds tracked by Wall St. Rank held Murphy USA as of Q3 2025.

Based on TwinBeech Capital's 13F filing for Q3 2025, filed 14 Nov 2025.