EWA
MRO

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

EverSource 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
-2,915
Closed -$77.6K – 3827
2024
Q3 		$77.6K Sell
2,915
-1,808
-38% -$50K ﹤0.01% 882
2024
Q2 		$132K Buy
4,723
+679
+17% +$18.8K 0.01% 701
2024
Q1 		$109K Buy
4,044
+667
+20% +$16.1K 0.01% 677
2023
Q4 		$81.6K Buy
3,377
+130
+4% +$3.35K 0.01% 717
2023
Q3 		$86.9K Sell
3,247
-107
-3% -$2.77K 0.01% 621
2023
Q2 		$77.2K Buy
3,354
+63
+2% +$1.48K 0.01% 670
2023
Q1 		$78.9K Sell
3,291
-386
-10% -$9.87K 0.01% 629
2022
Q4 		$99.5K Sell
3,677
-1,519
-29% -$44.1K 0.02% 510
2022
Q3 		$117K Buy
5,196
+2,627
+102% +$62.3K 0.03% 389
2022
Q2 		$58K Sell
2,569
-439
-15% -$11.7K 0.02% 582
2022
Q1 		$76K Buy
3,008
+808
+37% +$17.4K 0.02% 400
2021
Q4 		$36K Buy
+2,200
New +$35.4K 0.01% 493

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 $4.82B AUM 20.19% 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

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

EverSource Wealth Advisors sold out of Marathon Oil Corporation (MRO) in Q4 2024, closing a stake of 2,915 shares — an estimated $77.6K sold.

EverSource Wealth Advisors first reported a position in MRO in Q4 2021 and held it in 12 quarters. The position peaked at $132K in Q2 2024. 6 funds tracked by Wall St. Rank hold MRO as of Q4 2024.

  • EverSource Wealth Advisors reported no remaining Marathon Oil Corporation position as of Q4 2024 after selling out during the quarter.
  • EverSource Wealth Advisors sold 2,915 Marathon Oil Corporation shares in Q4 2024, an estimated $77.6K.
  • EverSource Wealth Advisors first reported a position in Marathon Oil Corporation in Q4 2021 and held it in 12 quarters.
  • EverSource Wealth Advisors's Marathon Oil Corporation position peaked at $132K in Q2 2024.
  • 6 funds tracked by Wall St. Rank held Marathon Oil Corporation as of Q4 2024.

Based on EverSource Wealth Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.