FMWA
MRO

Forvis Mazars Wealth Advisors’s Marathon Oil Corporation MRO Stock Holding History

Forvis Mazars 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
2021
Q1 		– Sell
-12,141
Closed -$81K – 358
2020
Q4 		$81K Buy
12,141
+1,950
+19% +$10.5K ﹤0.01% 355
2020
Q3 		$42K Buy
+10,191
New +$53.9K ﹤0.01% 322

Other funds holding MRO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JIM
JB Investments Management Phoenixville, Pennsylvania $763M AUM 110.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Forvis Mazars Wealth Advisors's MRO Position: Q1 2021 in Review

Forvis Mazars Wealth Advisors sold out of Marathon Oil Corporation (MRO) in Q1 2021, closing a stake of 12,141 shares — an estimated $81K sold.

Forvis Mazars Wealth Advisors first reported a position in MRO in Q3 2020 and held it in 2 quarters. The position peaked at $81K in Q4 2020. 557 funds tracked by Wall St. Rank hold MRO as of Q1 2021.

  • Forvis Mazars Wealth Advisors reported no remaining Marathon Oil Corporation position as of Q1 2021 after selling out during the quarter.
  • Forvis Mazars Wealth Advisors sold 12,141 Marathon Oil Corporation shares in Q1 2021, an estimated $81K.
  • Forvis Mazars Wealth Advisors first reported a position in Marathon Oil Corporation in Q3 2020 and held it in 2 quarters.
  • Forvis Mazars Wealth Advisors's Marathon Oil Corporation position peaked at $81K in Q4 2020.
  • 557 funds tracked by Wall St. Rank held Marathon Oil Corporation as of Q1 2021.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2021, filed 23 Apr 2021.