MSFP
MRO

Mark Sheptoff Financial Planning’s Marathon Oil Corporation MRO Stock Holding History

Mark Sheptoff Financial Planning’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
-600
Closed -$13.8K – 453
2024
Q3 		$13.8K Hold
600
– – 0.01% 279
2024
Q2 		$13.8K Hold
600
– – 0.01% 286
2024
Q1 		$13.8K Hold
600
– – 0.01% 268
2023
Q4 		$13.8K Hold
600
– – 0.01% 261
2023
Q3 		$13.8K Hold
600
– – 0.01% 243
2023
Q2 		$13.8K Hold
600
– – 0.01% 255
2023
Q1 		$13.8K Sell
600
-300
-33% -$7.67K 0.01% 243
2022
Q4 		$24.4K Sell
900
-400
-31% -$11.6K 0.01% 203
2022
Q3 		$29K Sell
1,300
-43,103
-97% -$1.02M 0.02% 177
2022
Q2 		$998K Buy
44,403
+3,702
+9% +$99K 0.57% 38
2022
Q1 		$1.02M Buy
+40,701
New +$874K 0.51% 40
2014
Q4 		– Sell
-700
Closed -$26K – 343
2014
Q3 		$26K Hold
700
– – 0.02% 208
2014
Q2 		$28K Buy
+700
New +$25.8K 0.02% 203

Other funds holding MRO

BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
KRSITF
Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky $1.67B AUM 39.1% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $478M AUM 21.36% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Mark Sheptoff Financial Planning's MRO Position: Q4 2024 in Review

Mark Sheptoff Financial Planning sold out of Marathon Oil Corporation (MRO) in Q4 2024, closing a stake of 600 shares — an estimated $13.8K sold.

Mark Sheptoff Financial Planning first reported a position in MRO in Q2 2014 and held it in 13 quarters. The position peaked at $1.02M in Q1 2022. 6 funds tracked by Wall St. Rank hold MRO as of Q4 2024.

  • Mark Sheptoff Financial Planning reported no remaining Marathon Oil Corporation position as of Q4 2024 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 600 Marathon Oil Corporation shares in Q4 2024, an estimated $13.8K.
  • Mark Sheptoff Financial Planning first reported a position in Marathon Oil Corporation in Q2 2014 and held it in 13 quarters.
  • Mark Sheptoff Financial Planning's Marathon Oil Corporation position peaked at $1.02M in Q1 2022.
  • 6 funds tracked by Wall St. Rank held Marathon Oil Corporation as of Q4 2024.

Based on Mark Sheptoff Financial Planning's 13F filing for Q4 2024, filed 12 Feb 2025.