Mustard Seed Financial, LLC MUR MURPHY OIL CORP

Ownership history in Mustard Seed Financial, LLC  ·  10 quarters on record

AI Ownership Summary

Mustard Seed Financial, LLC reported MURPHY OIL CORP (MUR) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.92% in 2023 Q4. The latest visible filing shows MUR at 0.53% 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 MUR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Mustard Seed Financial, LLC's position in MURPHY OIL CORP, 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
2026 Q1

MUR was reported at 0.53% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.92% in 2023 Q4

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

Time in book
Holding Window
2023 Q4 to 2026 Q1

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.

How Mustard Seed Financial, LLC held MUR — position size vs. price
% of Fund (quarterly)    MUR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 21,448 -1,525 -6.6% 0.53% $885K 2026-04-27 $39.02
2025 Q4 ADDED 22,973 +2,895 +14.4% 0.45% $718K 2026-01-23 $30.99
2025 Q3 REDUCED 6.5% +12.2% 20,078 -1,402 -6.5% 0.37% $570K 2025-10-20 $26.76
2025 Q2 ADDED 21,480 +3,619 +20.3% 0.35% $483K 2025-07-17 $23.67
2025 Q1 ADDED 17,861 +500 +2.9% 0.41% $507K 2025-05-12 $21.67
2024 Q4 REDUCED 17,361 -601 -3.3% 0.43% $525K 2025-01-17 $30.06
2024 Q3 REDUCED 17,962 -495 -2.7% 0.50% $606K 2024-10-15 $30.73
2024 Q2 ADDED 18,457 +378 +2.1% 0.73% $761K 2024-07-16 $38.37
2024 Q1 REDUCED 18,079 -946 -5.0% 0.82% $826K 2024-04-18 $41.12
2023 Q4 INITIATED 19,025 0.92% $812K 2024-02-13 $34.44

FAQ About Mustard Seed Financial, LLC and MUR

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

How long has Mustard Seed Financial, LLC reported owning MUR?

Mustard Seed Financial, LLC reported MUR across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported MUR position in Mustard Seed Financial, LLC's portfolio?

The largest reported portfolio weight for MUR was 0.92% in 2023 Q4.

What is the latest reported MUR position on this page?

The most recent filing on this page is 2026 Q1, when Mustard Seed Financial, LLC reported 21,448 shares, equal to 0.53% of portfolio, with an estimated market value of $885K.

What does the chart on this MUR ownership page compare?

The chart compares Mustard Seed Financial, LLC's quarterly MUR 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.

How well did Mustard Seed Financial, LLC time their MUR position?

Based on 13F filing dates vs. subsequent MUR price moves, Mustard Seed Financial, LLC correctly timed 7 out of 9 reported position changes (78%). The annualised alpha on MUR relative to SPY over the holding period was -11.6%.

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