MWM
MRO

MorganRosel Wealth Management’s Marathon Oil Corporation MRO Stock Holding History

MorganRosel Wealth Management’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
2023
Q2 		– Sell
-39,665
Closed -$950K – 107
2023
Q1 		$950K Buy
39,665
+2,152
+6% +$55K 0.41% 46
2022
Q4 		$1.02M Sell
37,513
-15,852
-30% -$460K 0.47% 39
2022
Q3 		$1.21M Buy
53,365
+775
+1% +$18.4K 0.6% 26
2022
Q2 		$1.18M Buy
+52,590
New +$1.41M 0.63% 26

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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

MorganRosel Wealth Management's MRO Position: Q2 2023 in Review

MorganRosel Wealth Management sold out of Marathon Oil Corporation (MRO) in Q2 2023, closing a stake of 39,665 shares — an estimated $950K sold.

MorganRosel Wealth Management first reported a position in MRO in Q2 2022 and held it in 4 quarters. The position peaked at $1.21M in Q3 2022. 781 funds tracked by Wall St. Rank hold MRO as of Q2 2023.

  • MorganRosel Wealth Management reported no remaining Marathon Oil Corporation position as of Q2 2023 after selling out during the quarter.
  • MorganRosel Wealth Management sold 39,665 Marathon Oil Corporation shares in Q2 2023, an estimated $950K.
  • MorganRosel Wealth Management first reported a position in Marathon Oil Corporation in Q2 2022 and held it in 4 quarters.
  • MorganRosel Wealth Management's Marathon Oil Corporation position peaked at $1.21M in Q3 2022.
  • 781 funds tracked by Wall St. Rank held Marathon Oil Corporation as of Q2 2023.

Based on MorganRosel Wealth Management's 13F filing for Q2 2023, filed 4 Aug 2023.