Y-Intercept (HK)’s Murphy USA MUSA Stock Holding History

Y-Intercept (HK)’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	$2.81M	Buy	+5,213	New	+$2.83M	0.06%	509
2026 Q1	–	Sell	-1,334	Closed	-$538K	–	1882
2025 Q4	$538K	Sell	1,334 -864	-39%	-$331K	0.01%	1214
2025 Q3	$853K	Sell	2,198 -12,528	-85%	-$4.96M	0.02%	1050
2025 Q2	$5.99M	Buy	14,726 +12,914	+713%	+$5.87M	0.15%	171
2025 Q1	$851K	Buy	1,812 +816	+82%	+$387K	0.06%	472
2024 Q4	$500K	Sell	996 -1,655	-62%	-$845K	0.03%	727
2024 Q3	$1.31M	Buy	+2,651	New	+$1.33M	0.08%	337
2024 Q2	–	Sell	-1,262	Closed	-$529K	–	1733
2024 Q1	$529K	Buy	+1,262	New	+$493K	0.04%	684
2022 Q3	–	Sell	-973	Closed	-$227K	–	1166
2022 Q2	$227K	Buy	+973	New	+$229K	0.03%	649
2021 Q2	–	Sell	-6,044	Closed	-$912K	–	801
2021 Q1	$912K	Buy	+6,044	New	+$781K	0.24%	115

Other funds holding MUSA

RRAM

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

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 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

OTL

Oak Thistle LLC New York $1.03B AUM 26.06% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

COPPSERS

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

Y-Intercept (HK)'s MUSA Position: Q2 2026 in Review

Y-Intercept (HK) opened a new position in Murphy USA (MUSA) in Q2 2026: 5,213 shares worth $2.81M. The stake represents 0.06% of the portfolio and ranks #509 among its holdings. This is a return to the name: Y-Intercept (HK) previously reported a position in MUSA as recently as Q4 2025.

Y-Intercept (HK) first reported a position in MUSA in Q1 2021 and has held it in 10 quarters since. The position peaked at $5.99M in Q2 2025. 87 funds tracked by Wall St. Rank hold MUSA as of Q2 2026.

Y-Intercept (HK) held 5,213 shares of Murphy USA worth $2.81M as of Q2 2026.
Murphy USA was a new Y-Intercept (HK) position in Q2 2026.
Murphy USA made up 0.06% of Y-Intercept (HK)'s portfolio in Q2 2026, its #509 holding.
Y-Intercept (HK) first reported a position in Murphy USA in Q1 2021 and has held it in 10 quarters since.
Y-Intercept (HK)'s Murphy USA position peaked at $5.99M in Q2 2025.
87 funds tracked by Wall St. Rank held Murphy USA as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.