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

AE 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
2021
Q2 		– Sell
-500
Closed -$2K – 1696
2021
Q1 		$2K Sell
500
-1,500
-75% -$14.5K ﹤0.01% 1468
2020
Q4 		$2K Buy
+2,000
New +$10.7K ﹤0.01% 1357

Other funds holding MRO

BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
KRSITF
Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky $1.67B AUM 39.1% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $478M AUM 21.36% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

AE Wealth Management's MRO Position: Q4 2024 in Review

AE Wealth Management sold out of Marathon Oil Corporation (MRO) in Q4 2024, closing a stake of 21,482 shares — an estimated $572K sold.

AE Wealth Management first reported a position in MRO in Q3 2018 and held it in 24 quarters. The position peaked at $26.8M in Q1 2023. 6 funds tracked by Wall St. Rank hold MRO as of Q4 2024.

  • AE Wealth Management reported no remaining Marathon Oil Corporation position as of Q4 2024 after selling out during the quarter.
  • AE Wealth Management sold 21,482 Marathon Oil Corporation shares in Q4 2024, an estimated $572K.
  • AE Wealth Management first reported a position in Marathon Oil Corporation in Q3 2018 and held it in 24 quarters.
  • AE Wealth Management's Marathon Oil Corporation position peaked at $26.8M in Q1 2023.
  • 6 funds tracked by Wall St. Rank held Marathon Oil Corporation as of Q4 2024.

Based on AE Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.