13FPulse
MU

MUR MURPHY OIL CORP

2026Q2 · CUSIP 626717102 · Sector: Energy

Exiting + falling

Funds leaving and price falling — historically weak for the next six months

Funds that own it
423
Institutions that reported holding it to the SEC
Net decrease in holders
25
Last quarter 448 → now 423
How unusual is that
Bottom 20%
Stronger than only 5% of US stocks
What the filings say, in one paragraph

423 funds held MUR at the end of 2026Q2, down 25 from the quarter before. Buying is stronger than only 5.2% of US stocks, and the price fell over the same quarter — funds leaving and price weakness at the same time. On the business itself, revenue over the last 12 months was $3.0B(YoY +8.2%), the P/E is 18.7x, return on equity is 5.6%. MUR has had 12 buying rushes in its history, and the price moved +10.5% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Energy sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2013Q3: holders=456 2013Q4: holders=464 2014Q1: holders=448 2014Q2: holders=438 2014Q3: holders=425 2014Q4: holders=413 2015Q1: holders=404 2015Q2: holders=392 2015Q3: holders=381 2015Q4: holders=348 2016Q1: holders=359 2016Q2: holders=374 2016Q3: holders=367 2016Q4: holders=379 2017Q1: holders=375 2017Q2: holders=366 2017Q3: holders=334 2017Q4: holders=339 2018Q1: holders=347 2018Q2: holders=353 2018Q3: holders=332 2018Q4: holders=335 2019Q1: holders=328 2019Q2: holders=310 2019Q3: holders=283 2019Q4: holders=305 2020Q1: holders=292 2020Q2: holders=259 2020Q3: holders=275 2020Q4: holders=262 2021Q1: holders=269 2021Q2: holders=266 2021Q3: holders=273 2021Q4: holders=294 2022Q1: holders=313 2022Q2: holders=331 2022Q3: holders=328 2022Q4: holders=370 2023Q1: holders=373 2023Q2: holders=351 2023Q3: holders=379 2023Q4: holders=411 2024Q1: holders=414 2024Q2: holders=438 2024Q3: holders=416 2024Q4: holders=412 2025Q1: holders=384 2025Q2: holders=372 2025Q3: holders=390 2025Q4: holders=404 2026Q1: holders=448 2026Q2: holders=423 -44 -22 +0 +22 +44 233361488 13Q315Q116Q318Q119Q321Q122Q324Q125Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 12 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q1 Top 10% -21.2%
2025Q3 Top 20% +10.2% +16.7%
2024Q2 Top 20% -6.7% -10.2%
2023Q4 Top 20% +23.6% +10.7%
2023Q3 Top 5% -1.7% -8.4%
2022Q4 Top 10% -5.0% -14.5%
2022Q2 Top 10% +1.2% +43.1%
2022Q1 Top 10% -19.0% +7.2%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
191
Change in large funds
0
Total value they hold
$4.1B
Funds buying for the first time
57
Funds that sold out entirely
82
Price change that quarter
-6.8%
Funds holding puts (bearish)
6
Funds holding calls (bullish)
7

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
18.7
EPS (TTM)
$2.02
EPS YoY
+4.7%
Revenue (TTM)
$3.0B
Revenue YoY
+8.2%
Net margin
9.7%
ROE
5.6%
Debt ratio
47.4%
FCF (TTM)
Dividend (TTM)
$1.35
Quarterly Revenue & EPS
2021-09-30: EPS 0.70 2021-12-31: EPS 1.09 2022-03-31: EPS -0.73 2022-06-30: EPS 2.23 2022-09-30: EPS 3.36 2022-12-31: EPS 1.26 2023-03-31: EPS 1.22 2023-06-30: EPS 0.62 2023-09-30: EPS 1.63 2023-12-31: EPS 0.75 2024-03-31: EPS 0.59 2024-06-30: EPS 0.83 2024-09-30: EPS 0.93 2024-12-31: EPS 0.34 2025-03-31: EPS 0.50 2025-06-30: EPS 0.16 2025-09-30: EPS -0.02 2025-12-31: EPS 0.08 2026-03-31: EPS 0.37 2026-06-30: EPS 1.59 0B 0.7B 1.3B $B -0.80 1.45 3.70 20212022202320242025202606/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
4Y median 9 4 38 72 20222023202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

Quarterly free cash flow
-53M61M175M 2016201720182019202120222023202420252026
Latest quarter $753K (2019-12-31)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-06-30 · SEC filings (XBRL)

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2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.