MWM
MRO

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

Moulton 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
2021
Q3 		– Sell
-132,588
Closed -$1.81M – 44
2021
Q2 		$1.81M Sell
132,588
-2,638
-2% -$31.9K 1.32% 19
2021
Q1 		$1.51M Buy
+135,226
New +$1.3M 1.14% 22

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Moulton Wealth Management's MRO Position: Q3 2021 in Review

Moulton Wealth Management sold out of Marathon Oil Corporation (MRO) in Q3 2021, closing a stake of 132,588 shares — an estimated $1.81M sold.

Moulton Wealth Management first reported a position in MRO in Q1 2021 and held it in 2 quarters. The position peaked at $1.81M in Q2 2021. 589 funds tracked by Wall St. Rank hold MRO as of Q3 2021.

  • Moulton Wealth Management reported no remaining Marathon Oil Corporation position as of Q3 2021 after selling out during the quarter.
  • Moulton Wealth Management sold 132,588 Marathon Oil Corporation shares in Q3 2021, an estimated $1.81M.
  • Moulton Wealth Management first reported a position in Marathon Oil Corporation in Q1 2021 and held it in 2 quarters.
  • Moulton Wealth Management's Marathon Oil Corporation position peaked at $1.81M in Q2 2021.
  • 589 funds tracked by Wall St. Rank held Marathon Oil Corporation as of Q3 2021.

Based on Moulton Wealth Management's 13F filing for Q3 2021, filed 12 Oct 2021.