IWA
MRO

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

IBEX 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
Q3 		– Sell
-7,772
Closed -$223K – 286
2024
Q2 		$223K Buy
7,772
+192
+3% +$5.32K 0.03% 126
2024
Q1 		$205K Buy
+7,580
New +$183K 0.06% 106
2023
Q4 		– Sell
-7,672
Closed -$205K – 125
2023
Q3 		$205K Buy
+7,672
New +$198K 0.05% 109
2023
Q1 		– Sell
-7,580
Closed -$205K – 189
2022
Q4 		$205K Buy
+7,580
New +$220K 0.05% 163

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
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return

IBEX Wealth Advisors's MRO Position: Q3 2024 in Review

IBEX Wealth Advisors sold out of Marathon Oil Corporation (MRO) in Q3 2024, closing a stake of 7,772 shares — an estimated $223K sold.

IBEX Wealth Advisors first reported a position in MRO in Q4 2022 and held it in 4 quarters. The position peaked at $223K in Q2 2024. 779 funds tracked by Wall St. Rank hold MRO as of Q3 2024.

  • IBEX Wealth Advisors reported no remaining Marathon Oil Corporation position as of Q3 2024 after selling out during the quarter.
  • IBEX Wealth Advisors sold 7,772 Marathon Oil Corporation shares in Q3 2024, an estimated $223K.
  • IBEX Wealth Advisors first reported a position in Marathon Oil Corporation in Q4 2022 and held it in 4 quarters.
  • IBEX Wealth Advisors's Marathon Oil Corporation position peaked at $223K in Q2 2024.
  • 779 funds tracked by Wall St. Rank held Marathon Oil Corporation as of Q3 2024.

Based on IBEX Wealth Advisors's 13F filing for Q3 2024, filed 4 Nov 2024.