CWM
MRO

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

Castle 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
2022
Q4 		– Sell
-570
Closed -$13K – 673
2022
Q3 		$13K Buy
570
+2
+0.4% +$47 0.01% 385
2022
Q2 		$13K Buy
+568
New +$15.2K 0.01% 373

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Castle Wealth Management's MRO Position: Q4 2022 in Review

Castle Wealth Management sold out of Marathon Oil Corporation (MRO) in Q4 2022, closing a stake of 570 shares — an estimated $13K sold.

Castle Wealth Management first reported a position in MRO in Q2 2022 and held it in 2 quarters. The position peaked at $13K in Q3 2022. 818 funds tracked by Wall St. Rank hold MRO as of Q4 2022.

  • Castle Wealth Management reported no remaining Marathon Oil Corporation position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 570 Marathon Oil Corporation shares in Q4 2022, an estimated $13K.
  • Castle Wealth Management first reported a position in Marathon Oil Corporation in Q2 2022 and held it in 2 quarters.
  • Castle Wealth Management's Marathon Oil Corporation position peaked at $13K in Q3 2022.
  • 818 funds tracked by Wall St. Rank held Marathon Oil Corporation as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.