HWA
MRO

Heritage Wealth Advisors’s Marathon Oil Corporation MRO Stock Holding History

Heritage 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
Q4 		– Sell
-849
Closed -$22.6K – 646
2024
Q3 		$22.6K Buy
849
+249
+42% +$6.89K ﹤0.01% 389
2024
Q2 		$17.2K Hold
600
– – ﹤0.01% 386
2024
Q1 		$17K Hold
600
– – ﹤0.01% 407
2023
Q4 		$14.5K Buy
600
+200
+50% +$5.15K ﹤0.01% 434
2023
Q3 		$10.7K Hold
400
– – ﹤0.01% 412
2023
Q2 		$9.21K Hold
400
– – ﹤0.01% 438
2023
Q1 		$9.58K Hold
400
– – ﹤0.01% 445
2022
Q4 		$10.8K Hold
400
– – ﹤0.01% 447
2022
Q3 		$9.03K Buy
+400
New +$9.48K ﹤0.01% 429
2021
Q1 		– Sell
-80
Closed -$1K – 595
2020
Q4 		$1K Sell
80
-6
-7% -$32 ﹤0.01% 536
2020
Q3 		$352 Buy
+86
New +$455 ﹤0.01% 456

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

Heritage Wealth Advisors's MRO Position: Q4 2024 in Review

Heritage Wealth Advisors sold out of Marathon Oil Corporation (MRO) in Q4 2024, closing a stake of 849 shares — an estimated $22.6K sold.

Heritage Wealth Advisors first reported a position in MRO in Q3 2020 and held it in 11 quarters. The position peaked at $22.6K in Q3 2024. 6 funds tracked by Wall St. Rank hold MRO as of Q4 2024.

  • Heritage Wealth Advisors reported no remaining Marathon Oil Corporation position as of Q4 2024 after selling out during the quarter.
  • Heritage Wealth Advisors sold 849 Marathon Oil Corporation shares in Q4 2024, an estimated $22.6K.
  • Heritage Wealth Advisors first reported a position in Marathon Oil Corporation in Q3 2020 and held it in 11 quarters.
  • Heritage Wealth Advisors's Marathon Oil Corporation position peaked at $22.6K in Q3 2024.
  • 6 funds tracked by Wall St. Rank held Marathon Oil Corporation as of Q4 2024.

Based on Heritage Wealth Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.