PWS
MRO

Peterson Wealth Services’s Marathon Oil Corporation MRO Stock Holding History

Peterson Wealth Services’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
-7,038
Closed -$187K – 236
2024
Q3 		$187K Buy
+7,038
New +$195K 0.06% 125
2023
Q4 		– Sell
-49,385
Closed -$1.32M – 111
2023
Q3 		$1.32M Buy
49,385
+1,603
+3% +$41.5K 0.99% 35
2023
Q2 		$1.1M Buy
47,782
+1,230
+3% +$29K 0.53% 55
2023
Q1 		$1.12M Buy
+46,552
New +$1.19M 0.57% 55

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

Peterson Wealth Services's MRO Position: Q4 2024 in Review

Peterson Wealth Services sold out of Marathon Oil Corporation (MRO) in Q4 2024, closing a stake of 7,038 shares — an estimated $187K sold.

Peterson Wealth Services first reported a position in MRO in Q1 2023 and held it in 4 quarters. The position peaked at $1.32M in Q3 2023. 6 funds tracked by Wall St. Rank hold MRO as of Q4 2024.

  • Peterson Wealth Services reported no remaining Marathon Oil Corporation position as of Q4 2024 after selling out during the quarter.
  • Peterson Wealth Services sold 7,038 Marathon Oil Corporation shares in Q4 2024, an estimated $187K.
  • Peterson Wealth Services first reported a position in Marathon Oil Corporation in Q1 2023 and held it in 4 quarters.
  • Peterson Wealth Services's Marathon Oil Corporation position peaked at $1.32M in Q3 2023.
  • 6 funds tracked by Wall St. Rank held Marathon Oil Corporation as of Q4 2024.

Based on Peterson Wealth Services's 13F filing for Q4 2024, filed 29 Jan 2025.