PF
MRO

Phoenix Financial’s Marathon Oil Corporation MRO Stock Holding History

Phoenix Financial’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
Q3 		– Sell
-46,138
Closed -$1.07M – 372
2023
Q2 		$1.07M Buy
46,138
+10,024
+28% +$236K 0.02% 211
2023
Q1 		$868K Sell
36,114
-17,853
-33% -$456K 0.02% 194
2022
Q4 		$1.46M Buy
+53,967
New +$1.57M 0.03% 153

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Phoenix Financial's MRO Position: Q3 2023 in Review

Phoenix Financial sold out of Marathon Oil Corporation (MRO) in Q3 2023, closing a stake of 46,138 shares — an estimated $1.07M sold.

Phoenix Financial first reported a position in MRO in Q4 2022 and held it in 3 quarters. The position peaked at $1.46M in Q4 2022. 795 funds tracked by Wall St. Rank hold MRO as of Q3 2023.

  • Phoenix Financial reported no remaining Marathon Oil Corporation position as of Q3 2023 after selling out during the quarter.
  • Phoenix Financial sold 46,138 Marathon Oil Corporation shares in Q3 2023, an estimated $1.07M.
  • Phoenix Financial first reported a position in Marathon Oil Corporation in Q4 2022 and held it in 3 quarters.
  • Phoenix Financial's Marathon Oil Corporation position peaked at $1.46M in Q4 2022.
  • 795 funds tracked by Wall St. Rank held Marathon Oil Corporation as of Q3 2023.

Based on Phoenix Financial's 13F filing for Q3 2023, filed 13 Nov 2023.