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United Capital Financial Advisors’s Murphy USA MUSA Stock Holding History

United Capital Financial 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
Q1 		$258K Buy
+522
New +$224K ﹤0.01% 1433
2023
Q3 		– Sell
-687
Closed -$214K – 881
2023
Q2 		$214K Sell
687
-489
-42% -$137K ﹤0.01% 838
2023
Q1 		$303K Buy
1,176
+8
+0.7% +$2.08K ﹤0.01% 823
2022
Q4 		$327K Sell
1,168
-493
-30% -$143K ﹤0.01% 861
2022
Q3 		$457K Sell
1,661
-972
-37% -$272K ﹤0.01% 781
2022
Q2 		$613K Buy
2,633
+20
+0.8% +$4.71K ﹤0.01% 746
2022
Q1 		$522K Buy
2,613
+4
+0.2% +$751 ﹤0.01% 827
2021
Q4 		$520K Hold
2,609
– – ﹤0.01% 846
2021
Q3 		$436K Sell
2,609
-54
-2% -$8.14K ﹤0.01% 898
2021
Q2 		$355K Hold
2,663
– – ﹤0.01% 974
2021
Q1 		$385K Hold
2,663
– – ﹤0.01% 921
2020
Q4 		$349K Buy
+2,663
New +$342K ﹤0.01% 948
2015
Q4 		– Sell
-4,435
Closed -$244K – 1263
2015
Q3 		$244K Buy
4,435
+669
+18% +$35.6K ﹤0.01% 1107
2015
Q2 		$210K Sell
3,766
-2,147
-36% -$135K ﹤0.01% 1172
2015
Q1 		$386K Sell
5,913
-788
-12% -$55.4K ﹤0.01% 1000
2014
Q4 		$461K Buy
6,701
+2,308
+53% +$137K 0.01% 847
2014
Q3 		$233K Buy
+4,393
New +$227K ﹤0.01% 996

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

United Capital Financial Advisors's MUSA Position: Q1 2026 in Review

United Capital Financial Advisors opened a new position in Murphy USA (MUSA) in Q1 2026: 522 shares worth $258K. The stake represents ﹤0.01% of the portfolio and ranks #1433 among its holdings. This is a return to the name: United Capital Financial Advisors previously reported a position in MUSA as recently as Q2 2023.

United Capital Financial Advisors first reported a position in MUSA in Q3 2014 and has held it in 17 quarters since. The position peaked at $613K in Q2 2022. 541 funds tracked by Wall St. Rank hold MUSA as of Q1 2026.

  • United Capital Financial Advisors held 522 shares of Murphy USA worth $258K as of Q1 2026.
  • Murphy USA was a new United Capital Financial Advisors position in Q1 2026.
  • Murphy USA made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #1433 holding.
  • United Capital Financial Advisors first reported a position in Murphy USA in Q3 2014 and has held it in 17 quarters since.
  • United Capital Financial Advisors's Murphy USA position peaked at $613K in Q2 2022.
  • 541 funds tracked by Wall St. Rank held Murphy USA as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.