Position in MUSA
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$223,092
+$20,071 QoQ
Shares Held
414
+0.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#454
of 605 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MUSA Over Time
Shares Held
Position Value (USD)
Position in Specialty Retail
Consumer Cyclical · as of Jun 30, 2026Rothschild Wealth LLC holds $442,975 across 2 Specialty Retail names. MUSA ranks #1 (50.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MUSA |
Murphy USA Inc.
This page
|
414 | $223,092 | |
| 2 | FIVE |
Five Below, Inc
|
1,223 | $219,883 |
All Filings in MUSA
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $223,092 | 414 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $203,021 | 411 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $215,479 | 534 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||