BWA
MRO

Beam Wealth Advisors’s Marathon Oil Corporation MRO Stock Holding History

Beam Wealth 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
-17,479
Closed -$465K – 108
2024
Q3 		$465K Sell
17,479
-1,343
-7% -$37.2K 0.14% 91
2024
Q2 		$540K Buy
+18,822
New +$522K 0.18% 85

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 $5.54B AUM 27.43% 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

Beam Wealth Advisors's MRO Position: Q4 2024 in Review

Beam Wealth Advisors sold out of Marathon Oil Corporation (MRO) in Q4 2024, closing a stake of 17,479 shares — an estimated $465K sold.

Beam Wealth Advisors first reported a position in MRO in Q2 2024 and held it in 2 quarters. The position peaked at $540K in Q2 2024. 6 funds tracked by Wall St. Rank hold MRO as of Q4 2024.

  • Beam Wealth Advisors reported no remaining Marathon Oil Corporation position as of Q4 2024 after selling out during the quarter.
  • Beam Wealth Advisors sold 17,479 Marathon Oil Corporation shares in Q4 2024, an estimated $465K.
  • Beam Wealth Advisors first reported a position in Marathon Oil Corporation in Q2 2024 and held it in 2 quarters.
  • Beam Wealth Advisors's Marathon Oil Corporation position peaked at $540K in Q2 2024.
  • 6 funds tracked by Wall St. Rank held Marathon Oil Corporation as of Q4 2024.

Based on Beam Wealth Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.