Everhart Financial Group’s Marathon Oil Corporation MRO Stock Holding History

Everhart Financial Group’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	-24,373	Closed	-$649K	–	333
2024 Q3	$649K	Buy	24,373 +9,516	+64%	+$263K	0.14%	160
2024 Q2	$426K	Buy	14,857 +4,587	+45%	+$127K	0.11%	181
2024 Q1	$291K	Buy	+10,270	New	+$248K	0.08%	218

Other funds holding MRO

BAM

Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return

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

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

Everhart Financial Group's MRO Position: Q4 2024 in Review

Everhart Financial Group sold out of Marathon Oil Corporation (MRO) in Q4 2024, closing a stake of 24,373 shares — an estimated $649K sold.

Everhart Financial Group first reported a position in MRO in Q1 2024 and held it in 3 quarters. The position peaked at $649K in Q3 2024. 6 funds tracked by Wall St. Rank hold MRO as of Q4 2024.

Everhart Financial Group reported no remaining Marathon Oil Corporation position as of Q4 2024 after selling out during the quarter.
Everhart Financial Group sold 24,373 Marathon Oil Corporation shares in Q4 2024, an estimated $649K.
Everhart Financial Group first reported a position in Marathon Oil Corporation in Q1 2024 and held it in 3 quarters.
Everhart Financial Group's Marathon Oil Corporation position peaked at $649K in Q3 2024.
6 funds tracked by Wall St. Rank held Marathon Oil Corporation as of Q4 2024.

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