HWMA
MRO

Heritage Wealth Management (Arizona)’s Marathon Oil Corporation MRO Stock Holding History

Heritage Wealth Management (Arizona)’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
2022
Q3 		– Sell
-501
Closed -$11.3K – 1117
2022
Q2 		$11.3K Buy
+501
New +$13.4K ﹤0.01% 648
2021
Q3 		$9K Buy
+626
New +$7.55K ﹤0.01% 671
2021
Q2 		– Sell
-374
Closed -$4K – 937
2021
Q1 		$4K Buy
+374
New +$3.61K ﹤0.01% 671

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s MRO Position: Q3 2022 in Review

Heritage Wealth Management (Arizona) sold out of Marathon Oil Corporation (MRO) in Q3 2022, closing a stake of 501 shares — an estimated $11.3K sold.

Heritage Wealth Management (Arizona) first reported a position in MRO in Q1 2021 and held it in 3 quarters. The position peaked at $11.3K in Q2 2022. 743 funds tracked by Wall St. Rank hold MRO as of Q3 2022.

  • Heritage Wealth Management (Arizona) reported no remaining Marathon Oil Corporation position as of Q3 2022 after selling out during the quarter.
  • Heritage Wealth Management (Arizona) sold 501 Marathon Oil Corporation shares in Q3 2022, an estimated $11.3K.
  • Heritage Wealth Management (Arizona) first reported a position in Marathon Oil Corporation in Q1 2021 and held it in 3 quarters.
  • Heritage Wealth Management (Arizona)'s Marathon Oil Corporation position peaked at $11.3K in Q2 2022.
  • 743 funds tracked by Wall St. Rank held Marathon Oil Corporation as of Q3 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q3 2022, filed 14 Nov 2022.