HWP
MRO

Hefty Wealth Partners’s Marathon Oil Corporation MRO Stock Holding History

Hefty Wealth Partners’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
2018
Q1 		$19K Hold
1,182
– – 0.01% 169
2017
Q4 		$20K Hold
1,182
– – 0.01% 167
2017
Q3 		$16K Hold
1,182
– – 0.01% 168
2017
Q2 		$14K Hold
1,182
– – 0.01% 159
2017
Q1 		$18K Hold
1,182
– – 0.01% 155
2016
Q4 		$20K Hold
1,182
– – 0.02% 147
2016
Q3 		$18K Buy
+1,182
New +$17.5K 0.01% 159

Other funds holding MRO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Hefty Wealth Partners's MRO Position: Q1 2018 in Review

Hefty Wealth Partners held its Marathon Oil Corporation (MRO) position steady in Q1 2018 at 1,182 shares worth $19K. The position accounts for 0.01% of the portfolio, ranked #169.

Hefty Wealth Partners first reported a position in MRO in Q3 2016 and has held it in 7 quarters since. The position peaked at $20K in Q4 2017. 647 funds tracked by Wall St. Rank hold MRO as of Q1 2018.

  • Hefty Wealth Partners held 1,182 shares of Marathon Oil Corporation worth $19K as of Q1 2018.
  • Hefty Wealth Partners left its Marathon Oil Corporation share count unchanged in Q1 2018.
  • Marathon Oil Corporation made up 0.01% of Hefty Wealth Partners's portfolio in Q1 2018, its #169 holding.
  • Hefty Wealth Partners first reported a position in Marathon Oil Corporation in Q3 2016 and has held it in 7 quarters since.
  • Hefty Wealth Partners's Marathon Oil Corporation position peaked at $20K in Q4 2017.
  • 647 funds tracked by Wall St. Rank held Marathon Oil Corporation as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.