CWP
MRO

Concord Wealth Partners’s Marathon Oil Corporation MRO Stock Holding History

Concord Wealth Partners’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
Q3 		– Sell
-79
Closed -$2.27K – 1037
2024
Q2 		$2.27K Hold
79
– – ﹤0.01% 658
2024
Q1 		$2.24K Hold
79
– – ﹤0.01% 743
2023
Q4 		$1.91K Hold
79
– – ﹤0.01% 716
2023
Q3 		$2.11K Hold
79
– – ﹤0.01% 862
2023
Q2 		$1.82K Buy
+79
New +$1.86K ﹤0.01% 880
2023
Q1 		– Sell
-170
Closed -$4.6K – 1255
2022
Q4 		$4.6K Buy
+170
New +$4.93K ﹤0.01% 782
2022
Q3 		– Sell
-1,227
Closed -$28K – 1226
2022
Q2 		$28K Sell
1,227
-126
-9% -$3.37K 0.01% 473
2022
Q1 		$34K Sell
1,353
-946
-41% -$20.3K 0.01% 512
2021
Q4 		$38K Buy
2,299
+2,160
+1,554% +$34.7K 0.01% 505
2021
Q3 		$2K Sell
139
-825
-86% -$9.95K ﹤0.01% 790
2021
Q2 		$13K Buy
964
+820
+569% +$9.91K ﹤0.01% 584
2021
Q1 		$2K Buy
+144
New +$1.39K ﹤0.01% 865

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
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return

Concord Wealth Partners's MRO Position: Q3 2024 in Review

Concord Wealth Partners sold out of Marathon Oil Corporation (MRO) in Q3 2024, closing a stake of 79 shares — an estimated $2.27K sold.

Concord Wealth Partners first reported a position in MRO in Q1 2021 and held it in 12 quarters. The position peaked at $38K in Q4 2021. 779 funds tracked by Wall St. Rank hold MRO as of Q3 2024.

  • Concord Wealth Partners reported no remaining Marathon Oil Corporation position as of Q3 2024 after selling out during the quarter.
  • Concord Wealth Partners sold 79 Marathon Oil Corporation shares in Q3 2024, an estimated $2.27K.
  • Concord Wealth Partners first reported a position in Marathon Oil Corporation in Q1 2021 and held it in 12 quarters.
  • Concord Wealth Partners's Marathon Oil Corporation position peaked at $38K in Q4 2021.
  • 779 funds tracked by Wall St. Rank held Marathon Oil Corporation as of Q3 2024.

Based on Concord Wealth Partners's 13F filing for Q3 2024, filed 24 Oct 2024.