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Waldron Private Wealth’s Murphy Oil MUR Stock Holding History

Waldron Private Wealth’s Portfolio MUR Stock Details MUR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-9,061
Closed -$274K – 382
2024
Q4 		$274K Sell
9,061
-221
-2% -$7.11K 0.01% 354
2024
Q3 		$313K Sell
9,282
-42
-0.5% -$1.59K 0.01% 321
2024
Q2 		$385K Buy
9,324
+7
+0.1% +$305 0.02% 270
2024
Q1 		$426K Buy
9,317
+385
+4% +$15.5K 0.02% 264
2023
Q4 		$381K Sell
8,932
-1,675
-16% -$73.3K 0.02% 275
2023
Q3 		$481K Buy
10,607
+31
+0.3% +$1.35K 0.03% 237
2023
Q2 		$405K Sell
10,576
-2,198
-17% -$81.2K 0.02% 252
2023
Q1 		$472K Buy
12,774
+2,068
+19% +$82.6K 0.02% 264
2022
Q4 		$376K Hold
10,706
– – 0.02% 273
2022
Q3 		$376K Buy
10,706
+124
+1% +$4.29K 0.02% 273
2022
Q2 		$319K Sell
10,582
-683
-6% -$26.3K 0.02% 293
2022
Q1 		$454K Hold
11,265
– – 0.02% 263
2021
Q4 		$294K Hold
11,265
– – 0.01% 314
2021
Q3 		$281K Buy
+11,265
New +$243K 0.02% 291

Other funds holding MUR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Waldron Private Wealth's MUR Position: Q1 2025 in Review

Waldron Private Wealth sold out of Murphy Oil (MUR) in Q1 2025, closing a stake of 9,061 shares — an estimated $274K sold.

Waldron Private Wealth first reported a position in MUR in Q3 2021 and held it in 14 quarters. The position peaked at $481K in Q3 2023. 383 funds tracked by Wall St. Rank hold MUR as of Q1 2025.

  • Waldron Private Wealth reported no remaining Murphy Oil position as of Q1 2025 after selling out during the quarter.
  • Waldron Private Wealth sold 9,061 Murphy Oil shares in Q1 2025, an estimated $274K.
  • Waldron Private Wealth first reported a position in Murphy Oil in Q3 2021 and held it in 14 quarters.
  • Waldron Private Wealth's Murphy Oil position peaked at $481K in Q3 2023.
  • 383 funds tracked by Wall St. Rank held Murphy Oil as of Q1 2025.

Based on Waldron Private Wealth's 13F filing for Q1 2025, filed 8 May 2025.