FWM
MRO

Focused Wealth Management’s Marathon Oil Corporation MRO Stock Holding History

Focused Wealth Management’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
2020
Q3 		– Sell
-10,000
Closed -$1K – 887
2020
Q2 		$1K Buy
+10,000
New +$55.3K ﹤0.01% 736
2020
Q1 		– Sell
-9,000
Closed -$16K – 790
2019
Q4 		$16K Buy
+9,000
New +$110K ﹤0.01% 446

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

Focused Wealth Management's MRO Position: Q1 2024 in Review

Focused Wealth Management sold out of Marathon Oil Corporation (MRO) in Q1 2024, closing a stake of 280 shares — an estimated $6.76K sold.

Focused Wealth Management first reported a position in MRO in Q3 2013 and held it in 42 quarters. The position peaked at $303K in Q1 2022. 823 funds tracked by Wall St. Rank hold MRO as of Q1 2024.

  • Focused Wealth Management reported no remaining Marathon Oil Corporation position as of Q1 2024 after selling out during the quarter.
  • Focused Wealth Management sold 280 Marathon Oil Corporation shares in Q1 2024, an estimated $6.76K.
  • Focused Wealth Management first reported a position in Marathon Oil Corporation in Q3 2013 and held it in 42 quarters.
  • Focused Wealth Management's Marathon Oil Corporation position peaked at $303K in Q1 2022.
  • 823 funds tracked by Wall St. Rank held Marathon Oil Corporation as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.