BSW
MRO

Buckingham Strategic Wealth’s Marathon Oil Corporation MRO Stock Holding History

Buckingham Strategic Wealth’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
Q2 		$252K Buy
8,772
+900
+11% +$24.9K ﹤0.01% 646
2024
Q1 		$223K Buy
+7,872
New +$190K ﹤0.01% 679
2023
Q4 		– Sell
-11,199
Closed -$300K – 750
2023
Q3 		$300K Buy
+11,199
New +$290K ﹤0.01% 524
2022
Q4 		– Sell
-9,333
Closed -$211K – 667
2022
Q3 		$211K Sell
9,333
-712
-7% -$16.9K ﹤0.01% 541
2022
Q2 		$226K Buy
10,045
+170
+2% +$4.55K ﹤0.01% 529
2022
Q1 		$248K Buy
+9,875
New +$212K ﹤0.01% 518
2020
Q2 		– Sell
-26,658
Closed -$88K – 489
2020
Q1 		$88K Buy
+26,658
New +$246K 0.01% 444
2019
Q4 		– Sell
-11,359
Closed -$139K – 476
2019
Q3 		$139K Buy
11,359
+270
+2% +$3.49K 0.02% 412
2019
Q2 		$158K Buy
11,089
+4
+0% +$62 0.02% 424
2019
Q1 		$185K Buy
11,085
+226
+2% +$3.69K 0.02% 400
2018
Q4 		$156K Buy
10,859
+236
+2% +$4.21K 0.02% 333
2018
Q3 		$247K Sell
10,623
-3,076
-22% -$64.4K 0.04% 307
2018
Q2 		$286K Buy
+13,699
New +$270K 0.05% 269
2018
Q1 		– Sell
-13,253
Closed -$224K – 351
2017
Q4 		$224K Buy
13,253
+72
+0.5% +$1.07K 0.05% 283
2017
Q3 		$179K Sell
13,181
-1,395
-10% -$16.6K 0.04% 277
2017
Q2 		$173K Buy
+14,576
New +$204K 0.04% 286
2015
Q3 		– Sell
-10,129
Closed -$269K – 236
2015
Q2 		$269K Buy
+10,129
New +$286K 0.09% 171

Other funds holding MRO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Buckingham Strategic Wealth's MRO Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its Marathon Oil Corporation (MRO) stake by 11% in Q2 2024, buying an estimated $24.9K and bringing the position to 8,772 shares worth $252K. The position accounts for ﹤0.01% of the portfolio, ranked #646.

Buckingham Strategic Wealth first reported a position in MRO in Q2 2015 and has held it in 17 quarters since. The position peaked at $300K in Q3 2023. 825 funds tracked by Wall St. Rank hold MRO as of Q2 2024.

  • Buckingham Strategic Wealth held 8,772 shares of Marathon Oil Corporation worth $252K as of Q2 2024.
  • Buckingham Strategic Wealth bought 900 Marathon Oil Corporation shares in Q2 2024, an estimated $24.9K.
  • Marathon Oil Corporation made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #646 holding.
  • Buckingham Strategic Wealth first reported a position in Marathon Oil Corporation in Q2 2015 and has held it in 17 quarters since.
  • Buckingham Strategic Wealth's Marathon Oil Corporation position peaked at $300K in Q3 2023.
  • 825 funds tracked by Wall St. Rank held Marathon Oil Corporation as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.