Waypoint Wealth Counsel’s Murphy USA MUSA Stock Holding History

Waypoint Wealth Counsel’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	–	Sell	-504	Closed	-$203K	–	271
2025 Q4	$203K	Buy	+504	New	+$193K	0.07%	267

Other funds holding MUSA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Waypoint Wealth Counsel's MUSA Position: Q1 2026 in Review

Waypoint Wealth Counsel sold out of Murphy USA (MUSA) in Q1 2026, closing a stake of 504 shares — an estimated $203K sold.

Waypoint Wealth Counsel first reported a position in MUSA in Q4 2025 and held it in 1 quarter. The position peaked at $203K in Q4 2025. 540 funds tracked by Wall St. Rank hold MUSA as of Q1 2026.

Waypoint Wealth Counsel reported no remaining Murphy USA position as of Q1 2026 after selling out during the quarter.
Waypoint Wealth Counsel sold 504 Murphy USA shares in Q1 2026, an estimated $203K.
Waypoint Wealth Counsel first reported a position in Murphy USA in Q4 2025 and held it in 1 quarter.
Waypoint Wealth Counsel's Murphy USA position peaked at $203K in Q4 2025.
540 funds tracked by Wall St. Rank held Murphy USA as of Q1 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q1 2026, filed 23 Apr 2026.