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Security National Bank MUSA holdings history

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MURPHY USA INC · CUSIP 626755102 · CIK 1719739

This is the oldest quarter open without an account, so changes against the quarter before it are withheld. Sign in to see them.
Citable facts

As of 2026-06-30, Security National Bank reported 55.34K MUSA (shares), valued at $29.82M, or 3.56% of its reported non-derivative portfolio. Filed 2026-07-15.

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Portfolio weight and quantity history
Reported portfolio weight
3.56%
Shares
55.34K
55,343
Reported value
$29.82M
USD

Shares increased 5.23%; reported value increased 14.79%, and weight changed -0.22 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.

Left: % · Right: Shares · Independently scaled axes

Exact data and methodology

Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.

QuarterWeightQuantitySource
Q2 20263.56%55,343SEC filing ↗Filed Jul 15, 2026
Q1 20263.78%52,593SEC filing ↗Filed Apr 16, 2026
Q4 20253.04%52,620SEC filing ↗Filed Feb 5, 2026
Q3 20253.13%52,620SEC filing ↗Filed Oct 20, 2025
Q2 20253.71%52,675SEC filing ↗Filed Jul 10, 2025
Q1 20254.72%53,215SEC filing ↗Filed Apr 23, 2025
Q4 20243.60%50,232SEC filing ↗Filed Feb 10, 2025
Q3 20243.36%50,232SEC filing ↗Filed Oct 7, 2024
Q2 20243.44%50,424SEC filing ↗Filed Jul 22, 2024
Q1 20243.20%50,458SEC filing ↗Filed Apr 15, 2024
Q4 20234.06%50,458SEC filing ↗Filed Feb 13, 2024
Q3 20234.69%48,415SEC filing ↗Filed Oct 20, 2023

History & evidence by quarter

QuarterWeightQuantityValueChange explainedSource
Q3 20234.69%48,415$16.71MThe prior quarter is outside the free window. Sign in for the comparison.SEC filing ↗
Filed Oct 20, 2023
Q4 20234.06%50,458$17.99MShares increased 4.22%; reported value increased 7.66%, and weight changed -0.63 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Feb 13, 2024
Q1 20243.20%50,458$21.15MShares unchanged; reported value increased 17.57%, and weight changed -0.86 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Apr 15, 2024
Q2 20243.44%50,424$23.67MShares decreased 0.07%; reported value increased 11.91%, and weight changed +0.24 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Jul 22, 2024
Q3 20243.36%50,232$24.76MShares decreased 0.38%; reported value increased 4.59%, and weight changed -0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Oct 7, 2024
Q4 20243.60%50,232$25.20MShares unchanged; reported value increased 1.80%, and weight changed +0.24 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Feb 10, 2025
Q1 20254.72%53,215$25.00MShares increased 5.94%; reported value decreased 0.81%, and weight changed +1.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Apr 23, 2025
Q2 20253.71%52,675$21.43MShares decreased 1.01%; reported value decreased 14.29%, and weight changed -1.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Jul 10, 2025
Q3 20253.13%52,620$20.43MShares decreased 0.10%; reported value decreased 4.66%, and weight changed -0.58 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Oct 20, 2025
Q4 20253.04%52,620$21.23MShares unchanged; reported value increased 3.93%, and weight changed -0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Feb 5, 2026
Q1 20263.78%52,593$25.98MShares decreased 0.05%; reported value increased 22.35%, and weight changed +0.74 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Apr 16, 2026
Q2 20263.56%55,343$29.82MShares increased 5.23%; reported value increased 14.79%, and weight changed -0.22 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Jul 15, 2026
Security National Bank · MURPHY USA INC

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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.

13F reports quarter-end long positions in securities traded on US exchanges, filed by managers holding at least $100 million of such securities; it is not the manager's full portfolio, not assets under management, and value changes are not returns. Weights use the reported total value as denominator. Option rows show notional value, not premium or net exposure. Amendments are merged into the quarter when Akkru could match them.