PWM
MRO

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

Perigon 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
2024
Q4 		– Sell
-138,190
Closed -$3.68M – 1109
2024
Q3 		$3.68M Buy
+138,190
New +$3.82M 0.1% 198
2023
Q4 		– Sell
-9,652
Closed -$258K – 881
2023
Q3 		$258K Buy
+9,652
New +$250K 0.01% 641
2023
Q1 		– Sell
-8,648
Closed -$234K – 738
2022
Q4 		$234K Buy
+8,648
New +$251K 0.01% 610
2021
Q1 		– Sell
-4,256
Closed -$28K – 1069
2020
Q4 		$28K Buy
+4,256
New +$22.9K ﹤0.01% 931
2018
Q2 		– Sell
-19
Closed – – 623
2018
Q1 		$0 Hold
19
– – ﹤0.01% 694
2017
Q4 		$0 Hold
19
– – ﹤0.01% 682
2017
Q3 		$0 Buy
+19
New +$226 ﹤0.01% 730

Other funds holding MRO

BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
KRSITF
Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky $1.47B AUM 27.58% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Perigon Wealth Management's MRO Position: Q4 2024 in Review

Perigon Wealth Management sold out of Marathon Oil Corporation (MRO) in Q4 2024, closing a stake of 138,190 shares — an estimated $3.68M sold.

Perigon Wealth Management first reported a position in MRO in Q3 2017 and held it in 7 quarters. The position peaked at $3.68M in Q3 2024. 6 funds tracked by Wall St. Rank hold MRO as of Q4 2024.

  • Perigon Wealth Management reported no remaining Marathon Oil Corporation position as of Q4 2024 after selling out during the quarter.
  • Perigon Wealth Management sold 138,190 Marathon Oil Corporation shares in Q4 2024, an estimated $3.68M.
  • Perigon Wealth Management first reported a position in Marathon Oil Corporation in Q3 2017 and held it in 7 quarters.
  • Perigon Wealth Management's Marathon Oil Corporation position peaked at $3.68M in Q3 2024.
  • 6 funds tracked by Wall St. Rank held Marathon Oil Corporation as of Q4 2024.

Based on Perigon Wealth Management's 13F filing for Q4 2024, filed 22 Jan 2025.