Wedmont Private Capital MUSA MURPHY USA INC

Ownership history in Wedmont Private Capital  ·  10 quarters on record

AI Ownership Summary

Wedmont Private Capital reported MURPHY USA INC (MUSA) in 10 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.03% in 2024 Q4. The latest visible filing shows MUSA at 0.03% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MUSA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Wedmont Private Capital'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
2026 Q1

MUSA was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% 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 Q1 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 Wedmont Private Capital 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 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 6.3% +8.4% 1,800 -121 -6.3% 0.03% $898K 2026-04-09 $495.66
2025 Q4 ADDED 1,921 +942 +96.2% 0.03% $818K 2026-01-08 $427.80
2025 Q3 ADDED 979 +79 +8.8% 0.01% $374K 2025-10-08 $372.77
2025 Q2 REDUCED 11.7% -3.5% 900 -119 -11.7% 0.02% $382K 2025-07-10 $424.45
2025 Q1 REDUCED 20.9% -13.3% 1,019 -269 -20.9% 0.03% $524K 2025-04-14 $516.64
2024 Q4 ADDED 1,288 +213 +19.8% 0.03% $630K 2025-01-13 $477.71
2024 Q3 ADDED 1,075 +12 +1.1% 0.03% $513K 2024-10-08 $478.25
2024 Q2 ADDED 1,063 +208 +24.3% 0.03% $505K 2024-07-15 $478.77
2024 Q1 ADDED 855 +108 +14.5% 0.03% $353K 2024-04-10 $408.42
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Wedmont Private Capital and MUSA

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

How long has Wedmont Private Capital reported owning MUSA?

Wedmont Private Capital reported MUSA across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported MUSA position in Wedmont Private Capital's portfolio?

The largest reported portfolio weight for MUSA was 0.03% in 2024 Q4.

What is the latest reported MUSA position on this page?

The most recent filing on this page is 2026 Q1, when Wedmont Private Capital reported 1,800 shares, equal to 0.03% of portfolio, with an estimated market value of $898K.

What does the chart on this MUSA ownership page compare?

The chart compares Wedmont Private Capital'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.

How well did Wedmont Private Capital time their MUSA position?

Based on 13F filing dates vs. subsequent MUSA price moves, Wedmont Private Capital correctly timed 7 out of 9 reported position changes (78%). The annualised alpha on MUSA relative to SPY over the holding period was +264.5%.

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