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MUSA · Consumer Cyclical

MURPHY USA INC

USA Consumer Cyclical Filing: 2025-12-31
Smart-money confidence · 1 of 3 sources firing
Weak — few signals

No standout activity across the feeds we track.

Hedge funds
38
Congress
No data
Insiders
No data
Cross-source blend of hedge-fund breadth, Congress trades, and insider Form 4s.  ·  how the score works
◆ Next steps Interested in MURPHY USA INC? Here's what to do with it.
Not financial advice. Bogen Capital surfaces public SEC filings — you decide what to do with them.
Market cap
$11.3B
Industry
Specialty Retail
Sector
Consumer Cyclical
Exchange
NYSE
About MURPHY USA INC

Murphy USA Inc., together with subsidiaries, engages in marketing of retail motor fuel products and convenience merchandise. The company operates retail stores under the Murphy USA, Murphy Express, and QuickChek brands, as well as operates non-fuel convenience stores. It operates retail gasoline stores principally in the Southeast, Southwest, and Midwest areas of the United States. Murphy USA Inc. was founded in 1996 and is headquartered in El Dorado, Arkansas.

Who's behind the signal
Every informed buyer we can see on MUSA, across all three feeds.
Hedge funds · 7
Point72 (Steve Cohen) New position
AQR Capital Management Increased +150%
D.E. Shaw & Co Increased +483%
+1 more in the full breakdown below ↓
Congress · 0
No congressional trades on record.
Insiders
No significant Form 4 insider activity in the window.
Not a model pick — but on our radar. MURPHY USA INC isn't in the top-10 model right now, but 7 tracked investors hold it. Everything below is real signal from public filings — treat this as a watch candidate, not a conviction call.
7
Investors
1
New positions
4
Increasing
2
Decreasing
0
Unchanged
Price History
Loading price data...
Return: High: Low:
Who's Holding This Stock
Position sizes and recent activity from tracked institutional investors
Trust weight: 1.1×
New position
% of portfolio
0.0%
Position change
NEW
0.0% of Point72's portfolio
Trust weight: 1.0×
Increased +150%
% of portfolio
0.1%
Position change
+150%
0.1% of AQR Capital Management's portfolio
Trust weight: 1.0×
Increased +483%
% of portfolio
0.1%
Position change
+483%
0.1% of D.E. Shaw & Co's portfolio
Trust weight: 1.1×
Increased +62%
% of portfolio
0.1%
Position change
+62%
0.1% of Gotham Asset Mgmt's portfolio
Trust weight: 1.3×
Increased +39%
% of portfolio
0.0%
Position change
+39%
0.0% of Bridgewater Associates's portfolio
Trust weight: 1.0×
Decreased −24%
% of portfolio
0.2%
Position change
−24%
0.2% of Millennium Management's portfolio
Trust weight: 1.0×
Decreased −70%
% of portfolio
0.0%
Position change
−70%
0.0% of Citadel Advisors's portfolio
Portfolio Allocation
How much of each investor's portfolio is allocated to MURPHY USA INC
⚠ Disclaimer: This page is for informational purposes only. Holdings data from SEC EDGAR 13F filings, delayed up to 135 days. Not a recommendation to buy or sell MURPHY USA INC or any security.

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