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Waterloo Capital’s Murphy USA MUSA Stock Holding History

Waterloo 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
-2,174
Closed -$884K – 487
2025
Q2 		$884K Buy
2,174
+159
+8% +$72.3K 0.07% 194
2025
Q1 		$947K Buy
2,015
+50
+3% +$23.7K 0.09% 180
2024
Q4 		$986K Buy
1,965
+218
+12% +$111K 0.1% 163
2024
Q3 		$861K Buy
1,747
+717
+70% +$360K 0.09% 175
2024
Q2 		$484K Buy
+1,030
New +$449K 0.06% 225

Other funds holding MUSA

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
CB
Cadence Bank Tupelo, Mississippi $1.71B AUM 16.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Waterloo Capital's MUSA Position: Q3 2025 in Review

Waterloo Capital sold out of Murphy USA (MUSA) in Q3 2025, closing a stake of 2,174 shares — an estimated $884K sold.

Waterloo Capital first reported a position in MUSA in Q2 2024 and held it in 5 quarters. The position peaked at $986K in Q4 2024. 503 funds tracked by Wall St. Rank hold MUSA as of Q3 2025.

  • Waterloo Capital reported no remaining Murphy USA position as of Q3 2025 after selling out during the quarter.
  • Waterloo Capital sold 2,174 Murphy USA shares in Q3 2025, an estimated $884K.
  • Waterloo Capital first reported a position in Murphy USA in Q2 2024 and held it in 5 quarters.
  • Waterloo Capital's Murphy USA position peaked at $986K in Q4 2024.
  • 503 funds tracked by Wall St. Rank held Murphy USA as of Q3 2025.

Based on Waterloo Capital's 13F filing for Q3 2025, filed 5 Nov 2025.