HWMO
MRO

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

Heritage Wealth Management (Ohio)’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
-55,845
Closed -$1.49M – 241
2024
Q3 		$1.49M Sell
55,845
-495
-0.9% -$13.7K 0.49% 50
2024
Q2 		$1.59M Buy
+56,340
New +$1.56M 0.53% 44

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 Management (Ohio)'s MRO Position: Q4 2024 in Review

Heritage Wealth Management (Ohio) sold out of Marathon Oil Corporation (MRO) in Q4 2024, closing a stake of 55,845 shares — an estimated $1.49M sold.

Heritage Wealth Management (Ohio) first reported a position in MRO in Q2 2024 and held it in 2 quarters. The position peaked at $1.59M in Q2 2024. 6 funds tracked by Wall St. Rank hold MRO as of Q4 2024.

  • Heritage Wealth Management (Ohio) reported no remaining Marathon Oil Corporation position as of Q4 2024 after selling out during the quarter.
  • Heritage Wealth Management (Ohio) sold 55,845 Marathon Oil Corporation shares in Q4 2024, an estimated $1.49M.
  • Heritage Wealth Management (Ohio) first reported a position in Marathon Oil Corporation in Q2 2024 and held it in 2 quarters.
  • Heritage Wealth Management (Ohio)'s Marathon Oil Corporation position peaked at $1.59M in Q2 2024.
  • 6 funds tracked by Wall St. Rank held Marathon Oil Corporation as of Q4 2024.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q4 2024, filed 5 Feb 2025.