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

BerganKDV 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
2023 Q2	$1.89K	Hold	82	–	–	﹤0.01%	694
2023 Q1	$1.97K	Sell	82 -34	-29%	-$869	﹤0.01%	832
2022 Q4	$3.14K	Sell	116 -566	-83%	-$16.4K	﹤0.01%	745
2022 Q3	$15K	Hold	682	–	–	﹤0.01%	525
2022 Q2	$15K	Sell	682 -31	-4%	-$829	﹤0.01%	527
2022 Q1	$18K	Sell	713 -52	-7%	-$1.12K	﹤0.01%	531
2021 Q4	$13K	Sell	765 -14	-2%	-$225	﹤0.01%	628
2021 Q3	$11K	Hold	779	–	–	﹤0.01%	629
2021 Q2	$11K	Hold	779	–	–	﹤0.01%	599
2021 Q1	$8K	Hold	779	–	–	﹤0.01%	615
2020 Q4	$5K	Hold	779	–	–	﹤0.01%	672
2020 Q3	$3K	Sell	779 -907	-54%	-$4.79K	﹤0.01%	668
2020 Q2	$10K	Buy	+1,686	New	+$9.32K	﹤0.01%	548

Other funds holding MRO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

BerganKDV Wealth Management's MRO Position: Q2 2023 in Review

BerganKDV Wealth Management held its Marathon Oil Corporation (MRO) position steady in Q2 2023 at 82 shares worth $1.89K. The position accounts for ﹤0.01% of the portfolio, ranked #694.

BerganKDV Wealth Management first reported a position in MRO in Q2 2020 and has held it in 13 quarters since. The position peaked at $18K in Q1 2022. 781 funds tracked by Wall St. Rank hold MRO as of Q2 2023.

BerganKDV Wealth Management held 82 shares of Marathon Oil Corporation worth $1.89K as of Q2 2023.
BerganKDV Wealth Management left its Marathon Oil Corporation share count unchanged in Q2 2023.
Marathon Oil Corporation made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #694 holding.
BerganKDV Wealth Management first reported a position in Marathon Oil Corporation in Q2 2020 and has held it in 13 quarters since.
BerganKDV Wealth Management's Marathon Oil Corporation position peaked at $18K in Q1 2022.
781 funds tracked by Wall St. Rank held Marathon Oil Corporation as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.