KWA
MRO

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

Kingswood 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
-7,833
Closed -$225K – 772
2024
Q2 		$225K Buy
+7,833
New +$217K 0.02% 606
2024
Q1 		– Sell
-12,494
Closed -$302K – 710
2023
Q4 		$302K Buy
+12,494
New +$322K 0.03% 475

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

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

Kingswood Wealth Advisors sold out of Marathon Oil Corporation (MRO) in Q3 2024, closing a stake of 7,833 shares — an estimated $225K sold.

Kingswood Wealth Advisors first reported a position in MRO in Q4 2023 and held it in 2 quarters. The position peaked at $302K in Q4 2023. 779 funds tracked by Wall St. Rank hold MRO as of Q3 2024.

  • Kingswood Wealth Advisors reported no remaining Marathon Oil Corporation position as of Q3 2024 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 7,833 Marathon Oil Corporation shares in Q3 2024, an estimated $225K.
  • Kingswood Wealth Advisors first reported a position in Marathon Oil Corporation in Q4 2023 and held it in 2 quarters.
  • Kingswood Wealth Advisors's Marathon Oil Corporation position peaked at $302K in Q4 2023.
  • 779 funds tracked by Wall St. Rank held Marathon Oil Corporation as of Q3 2024.

Based on Kingswood Wealth Advisors's 13F filing for Q3 2024, filed 21 Oct 2024.