EWA
MRO

EP Wealth Advisors’s Marathon Oil Corporation MRO Stock Holding History

EP Wealth Advisors’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
-21,440
Closed -$571K – 1337
2024
Q3 		$571K Buy
21,440
+13,453
+168% +$372K ﹤0.01% 647
2024
Q2 		$229K Buy
+7,987
New +$221K ﹤0.01% 726
2023
Q1 		– Sell
-7,646
Closed -$207K – 721
2022
Q4 		$207K Buy
+7,646
New +$222K ﹤0.01% 545
2020
Q2 		– Sell
-167,164
Closed -$550K – 391
2020
Q1 		$550K Sell
167,164
-630,432
-79% -$5.81M 0.03% 240
2019
Q4 		$10.8M Sell
797,596
-90,910
-10% -$1.11M 0.45% 49
2019
Q3 		$10.9M Buy
888,506
+50,644
+6% +$655K 0.54% 45
2019
Q2 		$11.9M Buy
837,862
+22,810
+3% +$353K 0.74% 32
2019
Q1 		$13.6M Buy
815,052
+313,874
+63% +$5.13M 1.31% 29
2018
Q4 		$7.19M Sell
501,178
-179,007
-26% -$3.2M 0.55% 44
2018
Q3 		$15.8M Buy
680,185
+184,515
+37% +$3.86M 1.24% 22
2018
Q2 		$10.3M Buy
+495,670
New +$9.77M 0.98% 33

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 $5.54B AUM 27.43% 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

EP Wealth Advisors's MRO Position: Q4 2024 in Review

EP Wealth Advisors sold out of Marathon Oil Corporation (MRO) in Q4 2024, closing a stake of 21,440 shares — an estimated $571K sold.

EP Wealth Advisors first reported a position in MRO in Q2 2018 and held it in 11 quarters. The position peaked at $15.8M in Q3 2018. 6 funds tracked by Wall St. Rank hold MRO as of Q4 2024.

  • EP Wealth Advisors reported no remaining Marathon Oil Corporation position as of Q4 2024 after selling out during the quarter.
  • EP Wealth Advisors sold 21,440 Marathon Oil Corporation shares in Q4 2024, an estimated $571K.
  • EP Wealth Advisors first reported a position in Marathon Oil Corporation in Q2 2018 and held it in 11 quarters.
  • EP Wealth Advisors's Marathon Oil Corporation position peaked at $15.8M in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Marathon Oil Corporation as of Q4 2024.

Based on EP Wealth Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.