BPA
MRO

Beacon Pointe Advisors’s Marathon Oil Corporation MRO Stock Holding History

Beacon Pointe Advisors’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
-18,504
Closed -$493K – 1295
2024
Q3 		$493K Sell
18,504
-155
-0.8% -$4.29K 0.01% 863
2024
Q2 		$535K Sell
18,659
-3,051
-14% -$84.6K 0.01% 844
2024
Q1 		$615K Buy
21,710
+1,102
+5% +$26.6K 0.01% 839
2023
Q4 		$498K Sell
20,608
-2,375
-10% -$61.2K 0.01% 906
2023
Q3 		$615K Buy
22,983
+47
+0.2% +$1.22K 0.01% 800
2023
Q2 		$528K Buy
22,936
+3,211
+16% +$75.6K 0.01% 700
2023
Q1 		$473K Sell
19,725
-1,330
-6% -$34K 0.01% 776
2022
Q4 		$570K Sell
21,055
-6,025
-22% -$175K 0.01% 643
2022
Q3 		$617K Sell
27,080
-5,103
-16% -$121K 0.01% 583
2022
Q2 		$725K Sell
32,183
-4,467
-12% -$119K 0.02% 553
2022
Q1 		$920K Buy
+36,650
New +$787K 0.01% 644
2021
Q3 		– Sell
-14,174
Closed -$193K – 983
2021
Q2 		$193K Buy
+14,174
New +$171K 0.01% 797

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

Beacon Pointe Advisors's MRO Position: Q4 2024 in Review

Beacon Pointe Advisors sold out of Marathon Oil Corporation (MRO) in Q4 2024, closing a stake of 18,504 shares — an estimated $493K sold.

Beacon Pointe Advisors first reported a position in MRO in Q2 2021 and held it in 12 quarters. The position peaked at $920K in Q1 2022. 6 funds tracked by Wall St. Rank hold MRO as of Q4 2024.

  • Beacon Pointe Advisors reported no remaining Marathon Oil Corporation position as of Q4 2024 after selling out during the quarter.
  • Beacon Pointe Advisors sold 18,504 Marathon Oil Corporation shares in Q4 2024, an estimated $493K.
  • Beacon Pointe Advisors first reported a position in Marathon Oil Corporation in Q2 2021 and held it in 12 quarters.
  • Beacon Pointe Advisors's Marathon Oil Corporation position peaked at $920K in Q1 2022.
  • 6 funds tracked by Wall St. Rank held Marathon Oil Corporation as of Q4 2024.

Based on Beacon Pointe Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.