BCWM
MRO

Bartlett & Co Wealth Management’s Marathon Oil Corporation MRO Stock Holding History

Bartlett & Co 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
-6,468
Closed -$172K – 1159
2024
Q3 		$172K Buy
6,468
+5,400
+506% +$149K ﹤0.01% 465
2024
Q2 		$30.6K Buy
1,068
+68
+7% +$1.89K ﹤0.01% 751
2024
Q1 		$28.3K Sell
1,000
-5,400
-84% -$130K ﹤0.01% 758
2023
Q4 		$156K Buy
6,400
+500
+8% +$12.9K ﹤0.01% 506
2023
Q3 		$158K Hold
5,900
– – ﹤0.01% 477
2023
Q2 		$136K Hold
5,900
– – ﹤0.01% 506
2023
Q1 		$141K Hold
5,900
– – ﹤0.01% 422
2022
Q4 		$160K Hold
5,900
– – ﹤0.01% 413
2022
Q3 		$133K Hold
5,900
– – ﹤0.01% 424
2022
Q2 		$133K Hold
5,900
– – ﹤0.01% 420
2022
Q1 		$148K Buy
+5,900
New +$127K ﹤0.01% 423
2020
Q2 		– Sell
-1,000
Closed -$3.29K – 896
2020
Q1 		$3.29K Buy
+1,000
New +$9.22K ﹤0.01% 748
2018
Q2 		– Sell
-725
Closed -$11.7K – 781
2018
Q1 		$11.7K Buy
+725
New +$12K ﹤0.01% 594

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

Bartlett & Co Wealth Management's MRO Position: Q4 2024 in Review

Bartlett & Co Wealth Management sold out of Marathon Oil Corporation (MRO) in Q4 2024, closing a stake of 6,468 shares — an estimated $172K sold.

Bartlett & Co Wealth Management first reported a position in MRO in Q1 2018 and held it in 13 quarters. The position peaked at $172K in Q3 2024. 6 funds tracked by Wall St. Rank hold MRO as of Q4 2024.

  • Bartlett & Co Wealth Management reported no remaining Marathon Oil Corporation position as of Q4 2024 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 6,468 Marathon Oil Corporation shares in Q4 2024, an estimated $172K.
  • Bartlett & Co Wealth Management first reported a position in Marathon Oil Corporation in Q1 2018 and held it in 13 quarters.
  • Bartlett & Co Wealth Management's Marathon Oil Corporation position peaked at $172K in Q3 2024.
  • 6 funds tracked by Wall St. Rank held Marathon Oil Corporation as of Q4 2024.

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