GM
MRO

GeoWealth Management’s Marathon Oil Corporation MRO Stock Holding History

GeoWealth 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
2024
Q4 		– Sell
-10,362
Closed -$276K – 1905
2024
Q3 		$276K Sell
10,362
-794
-7% -$22K 0.01% 624
2024
Q2 		$320K Buy
11,156
+1,305
+13% +$36.2K 0.01% 561
2024
Q1 		$279K Buy
+9,851
New +$238K 0.01% 590
2022
Q1 		– Sell
-11,795
Closed -$194K – 436
2021
Q4 		$194K Buy
+11,795
New +$190K 0.02% 272

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 $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

GeoWealth Management's MRO Position: Q4 2024 in Review

GeoWealth Management sold out of Marathon Oil Corporation (MRO) in Q4 2024, closing a stake of 10,362 shares — an estimated $276K sold.

GeoWealth Management first reported a position in MRO in Q4 2021 and held it in 4 quarters. The position peaked at $320K in Q2 2024. 6 funds tracked by Wall St. Rank hold MRO as of Q4 2024.

  • GeoWealth Management reported no remaining Marathon Oil Corporation position as of Q4 2024 after selling out during the quarter.
  • GeoWealth Management sold 10,362 Marathon Oil Corporation shares in Q4 2024, an estimated $276K.
  • GeoWealth Management first reported a position in Marathon Oil Corporation in Q4 2021 and held it in 4 quarters.
  • GeoWealth Management's Marathon Oil Corporation position peaked at $320K in Q2 2024.
  • 6 funds tracked by Wall St. Rank held Marathon Oil Corporation as of Q4 2024.

Based on GeoWealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.