AWM
MRO

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

Avior 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
Q4 		– Sell
-11,697
Closed -$311K – 2562
2024
Q3 		$311K Buy
11,697
+35
+0.3% +$969 0.01% 574
2024
Q2 		$334K Sell
11,662
-1,118
-9% -$31K 0.01% 542
2024
Q1 		$362K Buy
12,780
+10,168
+389% +$245K 0.02% 533
2023
Q4 		$63.1K Buy
2,612
+9
+0.3% +$232 ﹤0.01% 689
2023
Q3 		$69.6K Buy
2,603
+508
+24% +$13.1K ﹤0.01% 699
2023
Q2 		$48.2K Buy
2,095
+8
+0.4% +$188 ﹤0.01% 769
2023
Q1 		$50K Sell
2,087
-621
-23% -$15.9K ﹤0.01% 768
2022
Q4 		$73.3K Buy
2,708
+594
+28% +$17.2K 0.01% 567
2022
Q3 		$47K Buy
2,114
+100
+5% +$2.37K ﹤0.01% 617
2022
Q2 		$45K Hold
2,014
– – ﹤0.01% 586
2022
Q1 		$50K Sell
2,014
-2,918
-59% -$62.7K ﹤0.01% 594
2021
Q4 		$80K Buy
+4,932
New +$79.3K 0.01% 531
2020
Q1 		– Sell
-278
Closed -$3K – 912
2019
Q4 		$3K Hold
278
– – ﹤0.01% 704
2019
Q3 		$3K Hold
278
– – ﹤0.01% 667
2019
Q2 		$4K Hold
278
– – ﹤0.01% 689
2019
Q1 		$4K Buy
+278
New +$4.54K ﹤0.01% 590

Other funds holding MRO

BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
KRSITF
Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky $1.47B AUM 27.58% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

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

Avior Wealth Management sold out of Marathon Oil Corporation (MRO) in Q4 2024, closing a stake of 11,697 shares — an estimated $311K sold.

Avior Wealth Management first reported a position in MRO in Q1 2019 and held it in 16 quarters. The position peaked at $362K in Q1 2024. 6 funds tracked by Wall St. Rank hold MRO as of Q4 2024.

  • Avior Wealth Management reported no remaining Marathon Oil Corporation position as of Q4 2024 after selling out during the quarter.
  • Avior Wealth Management sold 11,697 Marathon Oil Corporation shares in Q4 2024, an estimated $311K.
  • Avior Wealth Management first reported a position in Marathon Oil Corporation in Q1 2019 and held it in 16 quarters.
  • Avior Wealth Management's Marathon Oil Corporation position peaked at $362K in Q1 2024.
  • 6 funds tracked by Wall St. Rank held Marathon Oil Corporation as of Q4 2024.

Based on Avior Wealth Management's 13F filing for Q4 2024, filed 17 Jan 2025.