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

Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

KRSITF

Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky $1.67B AUM 39.1% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

MFS

Mattson Financial Services Kentwood, Michigan $478M AUM 21.36% 1-Year Est. Return

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 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.