9WM
MRO

9258 Wealth Management’s Marathon Oil Corporation MRO Stock Holding History

9258 Wealth Management’s Portfolio MRO Stock Details MRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$2.44M Sell
91,569
-567
-0.6% -$15.7K 0.36% 53
2024
Q2 		$2.64M Hold
92,136
– – 0.41% 49
2024
Q1 		$2.61M Hold
92,136
– – 0.41% 52
2023
Q4 		$2.23M Sell
92,136
-40
-0% -$1.03K 0.39% 56
2023
Q3 		$2.47M Sell
92,176
-130
-0.1% -$3.36K 0.48% 48
2023
Q2 		$2.12M Hold
92,306
– – 0.4% 53
2023
Q1 		$2.21M Sell
92,306
-31
-0% -$792 0.45% 48
2022
Q4 		$2.5M Hold
92,337
– – 0.54% 40
2022
Q3 		$2.08M Sell
92,337
-259
-0.3% -$6.14K 0.53% 40
2022
Q2 		$2.08M Buy
92,596
+668
+0.7% +$17.9K 0.53% 44
2022
Q1 		$2.31M Buy
91,928
+1
+0% +$21 0.54% 36
2021
Q4 		$1.51M Sell
91,927
-10,100
-10% -$162K 0.35% 56
2021
Q3 		$1.4M Buy
102,027
+29,904
+41% +$361K 0.37% 52
2021
Q2 		$982K Buy
72,123
+3,548
+5% +$42.9K 0.26% 89
2021
Q1 		$732K Sell
68,575
-3,249
-5% -$31.4K 0.22% 118
2020
Q4 		$479K Sell
71,824
-29,575
-29% -$159K 0.16% 152
2020
Q3 		$402K Buy
101,399
+4,217
+4% +$22.3K 0.15% 159
2020
Q2 		$595K Buy
97,182
+23,762
+32% +$131K 0.24% 115
2020
Q1 		$356K Buy
73,420
+13,000
+22% +$120K 0.16% 158
2019
Q4 		$821K Buy
60,420
+4,231
+8% +$51.6K 0.3% 95
2019
Q3 		$689K Buy
56,189
+11,810
+27% +$153K 0.54% 65
2019
Q2 		$631K Buy
44,379
+5,697
+15% +$88.1K 0.51% 65
2019
Q1 		$646K Sell
38,682
-1,181
-3% -$19.3K 0.55% 63
2018
Q4 		$572K Buy
+39,863
New +$712K 0.55% 61

Other funds holding MRO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return

9258 Wealth Management's MRO Position: Q3 2024 in Review

9258 Wealth Management reduced its Marathon Oil Corporation (MRO) stake by 0.62% in Q3 2024, selling an estimated $15.7K and leaving 91,569 shares worth $2.44M. The position accounts for 0.36% of the portfolio, ranked #53.

9258 Wealth Management first reported a position in MRO in Q4 2018 and has held it in 24 quarters since. The position peaked at $2.64M in Q2 2024. 779 funds tracked by Wall St. Rank hold MRO as of Q3 2024.

  • 9258 Wealth Management held 91,569 shares of Marathon Oil Corporation worth $2.44M as of Q3 2024.
  • 9258 Wealth Management sold 567 Marathon Oil Corporation shares in Q3 2024, an estimated $15.7K.
  • Marathon Oil Corporation made up 0.36% of 9258 Wealth Management's portfolio in Q3 2024, its #53 holding.
  • 9258 Wealth Management first reported a position in Marathon Oil Corporation in Q4 2018 and has held it in 24 quarters since.
  • 9258 Wealth Management's Marathon Oil Corporation position peaked at $2.64M in Q2 2024.
  • 779 funds tracked by Wall St. Rank held Marathon Oil Corporation as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.