L.M. KOHN & COMPANY MUSA — MURPHY USA INC

Ownership history in L.M. KOHN & COMPANY  ·  5 quarters on record

AI Ownership Summary

L.M. KOHN & COMPANY reported MURPHY USA INC (MUSA) in 5 quarterly 13F filings from 2024 Q2 through 2025 Q2. Peak portfolio weight reached 0.11% in 2024 Q4. The latest visible filing shows MUSA at 0.09% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this MUSA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was L.M. KOHN & COMPANY's position in MURPHY USA INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q2

MUSA was reported at 0.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.11% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2025 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

MUSA stock page L.M. KOHN & COMPANY fund profile L.M. KOHN & COMPANY full holdings
How L.M. KOHN & COMPANY held MUSA — position size vs. price
% of Fund (quarterly)    MUSA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q2 REDUCED — — — 843 -10 -1.2% 0.09% $343K 2025-08-04 $364.01
2025 Q1 UNCHANGED — — — 853 — 0% 0.10% $401K 2025-04-21 $496.32
2024 Q4 UNCHANGED — — — 853 — 0% 0.11% $428K 2025-01-30 $499.57
2024 Q3 ADDED — — — 853 +230 +36.9% 0.11% $420K 2024-11-14 $524.29
2024 Q2 INITIATED — — — 623 — — 0.08% $292K 2024-07-31 $499.91

🏢 Other funds also holding MUSA

As of 2026 Q1 — sorted by position size

RIHO Partners, LLC 13.23% SOUTHERNSUN ASSET MANAGEMENT, LLC 3Y 7Y 6.07% Horrell Capital Management, Inc. 3Y 7Y 5.03% Recurrent Investment Advisors LLC 3Y 4.33% Security National Bank 3Y 7Y 3.78% IPG Investment Advisors LLC 3Y 7Y 2.8% River Road Asset Management, LLC 3Y 7Y 2.22% ARGENT CAPITAL MANAGEMENT LLC 3Y 7Y 1.87% VELA Investment Management, LLC 3Y 1.35% Encompass Capital Advisors LLC 3Y 7Y 1.33%

FAQ About L.M. KOHN & COMPANY and MUSA

These are the practical questions this page is built to answer before you even open the full history table.

How long has L.M. KOHN & COMPANY reported owning MUSA?

L.M. KOHN & COMPANY reported MUSA across 5 quarterly 13F filings, from 2024 Q2 through 2025 Q2.

What was the largest reported MUSA position in L.M. KOHN & COMPANY's portfolio?

The largest reported portfolio weight for MUSA was 0.11% in 2024 Q4.

What is the latest reported MUSA position on this page?

The most recent filing on this page is 2025 Q2, when L.M. KOHN & COMPANY reported 843 shares, equal to 0.09% of portfolio, with an estimated market value of $343K.

What does the chart on this MUSA ownership page compare?

The chart compares L.M. KOHN & COMPANY's quarterly MUSA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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