Creative Planning’s Marathon Oil Corporation MRO Stock Holding History

Creative 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
2021 Q1	–	Sell	-19,500	Closed	-$18K	–	2750
2020 Q4	$18K	Buy	19,500 +15,500	+388%	+$83.3K	﹤0.01%	2194
2020 Q3	$1K	Buy	+4,000	New	+$21.1K	﹤0.01%	2138
2018 Q3	–	Sell	-1,000	Closed	-$1K	–	2188
2018 Q2	$1K	Buy	+1,000	New	+$19.7K	﹤0.01%	2036

Other funds holding MRO

BAM

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

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Creative Planning's MRO Position: Q4 2024 in Review

Creative Planning sold out of Marathon Oil Corporation (MRO) in Q4 2024, closing a stake of 105,772 shares — an estimated $2.82M sold.

Creative Planning first reported a position in MRO in Q2 2013 and held it in 46 quarters. The position peaked at $3.17M in Q3 2016. 6 funds tracked by Wall St. Rank hold MRO as of Q4 2024.

Creative Planning reported no remaining Marathon Oil Corporation position as of Q4 2024 after selling out during the quarter.
Creative Planning sold 105,772 Marathon Oil Corporation shares in Q4 2024, an estimated $2.82M.
Creative Planning first reported a position in Marathon Oil Corporation in Q2 2013 and held it in 46 quarters.
Creative Planning's Marathon Oil Corporation position peaked at $3.17M in Q3 2016.
6 funds tracked by Wall St. Rank held Marathon Oil Corporation as of Q4 2024.

Based on Creative Planning's 13F filing for Q4 2024, filed 14 Feb 2025.