Wedge Capital Management’s Murphy USA MUSA Stock Holding History

Wedge Capital Management’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	$36.2M	Buy	+67,158	New	+$36.5M	0.6%	44
2025 Q1	–	Sell	-88,894	Closed	-$44.6M	–	531
2024 Q4	$44.6M	Sell	88,894 -1,074	-1%	-$548K	0.8%	37
2024 Q3	$44.3M	Sell	89,968 -1,021	-1%	-$512K	0.77%	40
2024 Q2	$42.7M	Sell	90,989 -18,908	-17%	-$8.24M	0.76%	44
2024 Q1	$46.1M	Sell	109,897 -18,297	-14%	-$7.15M	0.75%	29
2023 Q4	$45.7M	Buy	128,194 +17,077	+15%	+$6.19M	0.82%	31
2023 Q3	$38M	Buy	111,117 +6,122	+6%	+$1.94M	0.75%	22
2023 Q2	$32.7M	Sell	104,995 -13,154	-11%	-$3.68M	0.52%	48
2023 Q1	$30.5M	Sell	118,149 -9,522	-7%	-$2.48M	0.51%	63
2022 Q4	$35.7M	Sell	127,671 -11,930	-9%	-$3.46M	0.57%	61
2022 Q3	$38.4M	Buy	139,601 +13,412	+11%	+$3.75M	0.65%	34
2022 Q2	$29.4M	Buy	+126,189	New	+$29.7M	0.47%	89
2021 Q1	–	Sell	-214,509	Closed	-$28.1M	–	568
2020 Q4	$28.1M	Buy	214,509 +4,335	+2%	+$557K	0.33%	112
2020 Q3	$27M	Buy	+210,174	New	+$27.8M	0.36%	101

Other funds holding MUSA

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

SNB

Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return

HCM

Horrell Capital Management Little Rock, Arkansas $219M AUM 21.7% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

FIM

Fruth Investment Management Houston, Texas $421M AUM 35.14% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

LTAS

Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return

Wedge Capital Management's MUSA Position: Q2 2026 in Review

Wedge Capital Management opened a new position in Murphy USA (MUSA) in Q2 2026: 67,158 shares worth $36.2M. The stake represents 0.6% of the portfolio and ranks #44 among its holdings. This is a return to the name: Wedge Capital Management previously reported a position in MUSA as recently as Q4 2024.

Wedge Capital Management first reported a position in MUSA in Q3 2020 and has held it in 14 quarters since. The position peaked at $46.1M in Q1 2024. 60 funds tracked by Wall St. Rank hold MUSA as of Q2 2026.

Wedge Capital Management held 67,158 shares of Murphy USA worth $36.2M as of Q2 2026.
Murphy USA was a new Wedge Capital Management position in Q2 2026.
Murphy USA made up 0.6% of Wedge Capital Management's portfolio in Q2 2026, its #44 holding.
Wedge Capital Management first reported a position in Murphy USA in Q3 2020 and has held it in 14 quarters since.
Wedge Capital Management's Murphy USA position peaked at $46.1M in Q1 2024.
60 funds tracked by Wall St. Rank held Murphy USA as of Q2 2026.

Based on Wedge Capital Management's 13F filing for Q2 2026, filed 10 Jul 2026.