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Zhang Financial’s Murphy USA MUSA Stock Holding History

Zhang Financial’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
2025
Q2 		– Sell
-460
Closed -$216K – 306
2025
Q1 		$216K Hold
460
– – 0.01% 282
2024
Q4 		$231K Sell
460
-69
-13% -$35.2K 0.01% 265
2024
Q3 		$261K Hold
529
– – 0.02% 242
2024
Q2 		$248K Hold
529
– – 0.02% 238
2024
Q1 		$222K Buy
+529
New +$207K 0.02% 253

Other funds holding MUSA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
CB
Cadence Bank Tupelo, Mississippi $1.71B AUM 16.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Zhang Financial's MUSA Position: Q2 2025 in Review

Zhang Financial sold out of Murphy USA (MUSA) in Q2 2025, closing a stake of 460 shares — an estimated $216K sold.

Zhang Financial first reported a position in MUSA in Q1 2024 and held it in 5 quarters. The position peaked at $261K in Q3 2024. 495 funds tracked by Wall St. Rank hold MUSA as of Q2 2025.

  • Zhang Financial reported no remaining Murphy USA position as of Q2 2025 after selling out during the quarter.
  • Zhang Financial sold 460 Murphy USA shares in Q2 2025, an estimated $216K.
  • Zhang Financial first reported a position in Murphy USA in Q1 2024 and held it in 5 quarters.
  • Zhang Financial's Murphy USA position peaked at $261K in Q3 2024.
  • 495 funds tracked by Wall St. Rank held Murphy USA as of Q2 2025.

Based on Zhang Financial's 13F filing for Q2 2025, filed 1 Aug 2025.