CSWM
MRO

Cassady Schiller Wealth Management’s Marathon Oil Corporation MRO Stock Holding History

Cassady Schiller 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
-250
Closed -$6.66K – 1149
2024
Q3 		$6.66K Hold
250
– – ﹤0.01% 337
2024
Q2 		$7.17K Hold
250
– – ﹤0.01% 333
2024
Q1 		$7.08K Hold
250
– – ﹤0.01% 353
2023
Q4 		$6.04K Hold
250
– – ﹤0.01% 351
2023
Q3 		$6.69K Hold
250
– – ﹤0.01% 355
2023
Q2 		$5.75K Hold
250
– – ﹤0.01% 376
2023
Q1 		$5.99K Hold
250
– – ﹤0.01% 354
2022
Q4 		$6.77K Buy
+250
New +$7.25K ﹤0.01% 346
2022
Q1 		– Sell
-315
Closed -$5K – 634
2021
Q4 		$5K Buy
+315
New +$5.06K ﹤0.01% 360

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

Cassady Schiller Wealth Management's MRO Position: Q4 2024 in Review

Cassady Schiller Wealth Management sold out of Marathon Oil Corporation (MRO) in Q4 2024, closing a stake of 250 shares — an estimated $6.66K sold.

Cassady Schiller Wealth Management first reported a position in MRO in Q4 2021 and held it in 9 quarters. The position peaked at $7.17K in Q2 2024. 6 funds tracked by Wall St. Rank hold MRO as of Q4 2024.

  • Cassady Schiller Wealth Management reported no remaining Marathon Oil Corporation position as of Q4 2024 after selling out during the quarter.
  • Cassady Schiller Wealth Management sold 250 Marathon Oil Corporation shares in Q4 2024, an estimated $6.66K.
  • Cassady Schiller Wealth Management first reported a position in Marathon Oil Corporation in Q4 2021 and held it in 9 quarters.
  • Cassady Schiller Wealth Management's Marathon Oil Corporation position peaked at $7.17K in Q2 2024.
  • 6 funds tracked by Wall St. Rank held Marathon Oil Corporation as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.