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Waverly Advisors’s Murphy USA MUSA Stock Holding History

Waverly 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
Q2 		$653K Buy
+1,211
New +$658K ﹤0.01% 1055
2014
Q1 		– Sell
-26
Closed -$1K – 792
2013
Q4 		$1K Sell
26
-26
-50% -$1.1K ﹤0.01% 806
2013
Q3 		$2K Buy
+52
New +$2.08K ﹤0.01% 541

Other funds holding MUSA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Waverly Advisors's MUSA Position: Q2 2026 in Review

Waverly Advisors opened a new position in Murphy USA (MUSA) in Q2 2026: 1,211 shares worth $653K. The stake represents ﹤0.01% of the portfolio and ranks #1055 among its holdings. This is a return to the name: Waverly Advisors previously reported a position in MUSA as recently as Q4 2013.

Waverly Advisors first reported a position in MUSA in Q3 2013 and has held it in 3 quarters since. 607 funds tracked by Wall St. Rank hold MUSA as of Q2 2026.

  • Waverly Advisors held 1,211 shares of Murphy USA worth $653K as of Q2 2026.
  • Murphy USA was a new Waverly Advisors position in Q2 2026.
  • Murphy USA made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1055 holding.
  • Waverly Advisors first reported a position in Murphy USA in Q3 2013 and has held it in 3 quarters since.
  • 607 funds tracked by Wall St. Rank held Murphy USA as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.