CFFP
MRO

Center for Financial Planning’s Marathon Oil Corporation MRO Stock Holding History

Center for Financial Planning’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
-1,631
Closed -$43.4K – 698
2024
Q3 		$43.4K Hold
1,631
– – 0.01% 271
2024
Q2 		$46.8K Hold
1,631
– – 0.01% 240
2024
Q1 		$46.2K Hold
1,631
– – 0.01% 248
2023
Q4 		$39.4K Hold
1,631
– – 0.01% 253
2023
Q3 		$43.6K Hold
1,631
– – 0.01% 226
2023
Q2 		$37.5K Sell
1,631
-145
-8% -$3.42K 0.01% 264
2023
Q1 		$42.6K Hold
1,776
– – 0.01% 235
2022
Q4 		$48.1K Hold
1,776
– – 0.01% 224
2022
Q3 		$40K Sell
1,776
-100
-5% -$2.37K 0.01% 229
2022
Q2 		$42K Hold
1,876
– – 0.01% 231
2022
Q1 		$47K Hold
1,876
– – 0.01% 234
2021
Q4 		$31K Sell
1,876
-500
-21% -$8.04K 0.01% 275
2021
Q3 		$32K Hold
2,376
– – 0.01% 266
2021
Q2 		$32K Hold
2,376
– – 0.01% 261
2021
Q1 		$25K Buy
+2,376
New +$22.9K 0.01% 288
2020
Q1 		– Sell
-533
Closed -$7K – 612
2019
Q4 		$7K Buy
+533
New +$6.5K ﹤0.01% 348

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

Center for Financial Planning's MRO Position: Q4 2024 in Review

Center for Financial Planning sold out of Marathon Oil Corporation (MRO) in Q4 2024, closing a stake of 1,631 shares — an estimated $43.4K sold.

Center for Financial Planning first reported a position in MRO in Q4 2019 and held it in 16 quarters. The position peaked at $48.1K in Q4 2022. 6 funds tracked by Wall St. Rank hold MRO as of Q4 2024.

  • Center for Financial Planning reported no remaining Marathon Oil Corporation position as of Q4 2024 after selling out during the quarter.
  • Center for Financial Planning sold 1,631 Marathon Oil Corporation shares in Q4 2024, an estimated $43.4K.
  • Center for Financial Planning first reported a position in Marathon Oil Corporation in Q4 2019 and held it in 16 quarters.
  • Center for Financial Planning's Marathon Oil Corporation position peaked at $48.1K in Q4 2022.
  • 6 funds tracked by Wall St. Rank held Marathon Oil Corporation as of Q4 2024.

Based on Center for Financial Planning's 13F filing for Q4 2024, filed 30 Jan 2025.