World Investment Advisors’s Murphy Oil MUR Stock Holding History

World Investment Advisors’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
2026 Q1	$1.81M	Sell	43,978 -3,449	-7%	-$117K	0.03%	515
2025 Q4	$1.48M	Sell	47,427 -1,896	-4%	-$57K	0.02%	558
2025 Q3	$1.4M	Buy	49,323 +8,669	+21%	+$219K	0.03%	488
2025 Q2	$915K	Buy	40,654 +21,092	+108%	+$470K	0.02%	544
2025 Q1	$556K	Buy	19,562 +12,324	+170%	+$348K	0.01%	664
2024 Q4	$219K	Buy	+7,238	New	+$233K	0.01%	938
2022 Q2	–	Sell	-11,568	Closed	-$467K	–	280
2022 Q1	$467K	Sell	11,568 -18,400	-61%	-$630K	0.1%	151
2021 Q4	$956K	Hold	29,968	–	–	0.2%	94
2021 Q3	$748K	Hold	29,968	–	–	0.17%	100
2021 Q2	$698K	Sell	29,968 -630	-2%	-$12.8K	0.16%	100
2021 Q1	$587K	Sell	30,598 -795	-3%	-$12.4K	0.14%	105
2020 Q4	$452K	Buy	31,393 +2,945	+10%	+$29.3K	0.11%	136
2020 Q3	$254K	Buy	28,448 +2,950	+12%	+$37.9K	0.09%	136
2020 Q2	$389K	Buy	25,498 +13,598	+114%	+$156K	0.14%	100
2020 Q1	$73K	Buy	+11,900	New	+$219K	0.03%	136

Other funds holding MUR

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management

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

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return