VELA Investment Management’s Murphy USA MUSA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$5.06M Sell
9,391
-2,172
-19% -$1.18M 1.1% 24
2026
Q1
$5.71M Buy
11,563
+2,117
+22% +$906K 1.33% 18
2025
Q4
$3.81M Buy
9,446
+2,732
+41% +$1.05M 0.91% 34
2025
Q3
$2.61M Buy
6,714
+4,482
+201% +$1.77M 0.64% 48
2025
Q2
$908K Buy
+2,232
New +$1.01M 0.25% 115

Other funds holding MUSA

VELA Investment Management's MUSA Position: Q2 2026 in Review

VELA Investment Management reduced its Murphy USA (MUSA) stake by 19% in Q2 2026, selling an estimated $1.18M and leaving 9,391 shares worth $5.06M. The position accounts for 1.1% of the portfolio, ranked #24.

VELA Investment Management first reported a position in MUSA in Q2 2025 and has held it in 5 quarters since. The position peaked at $5.71M in Q1 2026. 607 funds tracked by Wall St. Rank hold MUSA as of Q2 2026.

  • VELA Investment Management held 9,391 shares of Murphy USA worth $5.06M as of Q2 2026.
  • VELA Investment Management sold 2,172 Murphy USA shares in Q2 2026, an estimated $1.18M.
  • Murphy USA made up 1.1% of VELA Investment Management's portfolio in Q2 2026, its #24 holding.
  • VELA Investment Management first reported a position in Murphy USA in Q2 2025 and has held it in 5 quarters since.
  • VELA Investment Management's Murphy USA position peaked at $5.71M in Q1 2026.
  • 607 funds tracked by Wall St. Rank held Murphy USA as of Q2 2026.

Based on VELA Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.