FSWA
MRO

Financial Synergies Wealth Advisors’s Marathon Oil Corporation MRO Stock Holding History

Financial Synergies 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
Q1 		– Sell
-20
Closed -$542 – 565
2023
Q4 		$542 Buy
+20
New +$515 ﹤0.01% 368
2023
Q2 		– Sell
-20
Closed -$480 – 543
2023
Q1 		$480 Hold
20
– – ﹤0.01% 418
2022
Q4 		$542 Hold
20
– – ﹤0.01% 368
2022
Q3 		$452 Hold
20
– – ﹤0.01% 370
2022
Q2 		$450 Buy
+20
New +$535 ﹤0.01% 382

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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Financial Synergies Wealth Advisors's MRO Position: Q1 2024 in Review

Financial Synergies Wealth Advisors sold out of Marathon Oil Corporation (MRO) in Q1 2024, closing a stake of 20 shares — an estimated $542 sold.

Financial Synergies Wealth Advisors first reported a position in MRO in Q2 2022 and held it in 5 quarters. The position peaked at $542 in Q4 2023. 823 funds tracked by Wall St. Rank hold MRO as of Q1 2024.

  • Financial Synergies Wealth Advisors reported no remaining Marathon Oil Corporation position as of Q1 2024 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 20 Marathon Oil Corporation shares in Q1 2024, an estimated $542.
  • Financial Synergies Wealth Advisors first reported a position in Marathon Oil Corporation in Q2 2022 and held it in 5 quarters.
  • Financial Synergies Wealth Advisors's Marathon Oil Corporation position peaked at $542 in Q4 2023.
  • 823 funds tracked by Wall St. Rank held Marathon Oil Corporation as of Q1 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q1 2024, filed 12 Apr 2024.