JPLA
MRO

Joseph P. Lucia & Associates’s Marathon Oil Corporation MRO Stock Holding History

Joseph P. Lucia & Associates’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
2021
Q4 		– Sell
-60
Closed -$1K – 579
2021
Q3 		$1K Buy
+60
New +$723 ﹤0.01% 568
2020
Q2 		– Sell
-50
Closed -$276 – 511
2020
Q1 		$0 Buy
+50
New +$461 ﹤0.01% 508

Other funds holding MRO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 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
JIM
JB Investments Management Phoenixville, Pennsylvania $763M AUM 110.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return

Joseph P. Lucia & Associates's MRO Position: Q4 2021 in Review

Joseph P. Lucia & Associates sold out of Marathon Oil Corporation (MRO) in Q4 2021, closing a stake of 60 shares — an estimated $1K sold.

Joseph P. Lucia & Associates first reported a position in MRO in Q1 2020 and held it in 2 quarters. The position peaked at $1K in Q3 2021. 652 funds tracked by Wall St. Rank hold MRO as of Q4 2021.

  • Joseph P. Lucia & Associates reported no remaining Marathon Oil Corporation position as of Q4 2021 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 60 Marathon Oil Corporation shares in Q4 2021, an estimated $1K.
  • Joseph P. Lucia & Associates first reported a position in Marathon Oil Corporation in Q1 2020 and held it in 2 quarters.
  • Joseph P. Lucia & Associates's Marathon Oil Corporation position peaked at $1K in Q3 2021.
  • 652 funds tracked by Wall St. Rank held Marathon Oil Corporation as of Q4 2021.

Based on Joseph P. Lucia & Associates's 13F filing for Q4 2021, filed 4 Feb 2022.