PWPS
MRO

Pinnacle Wealth Planning Services’s Marathon Oil Corporation MRO Stock Holding History

Pinnacle Wealth Planning 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
-9,777
Closed -$260K – 576
2024
Q3 		$260K Sell
9,777
-7
-0.1% -$194 0.04% 346
2024
Q2 		$281K Sell
9,784
-43
-0.4% -$1.19K 0.04% 303
2024
Q1 		$278K Hold
9,827
– – 0.04% 319
2023
Q4 		$237K Sell
9,827
-13
-0.1% -$335 0.04% 337
2023
Q3 		$263K Hold
9,840
– – 0.04% 285
2023
Q2 		$227K Sell
9,840
-347
-3% -$8.17K 0.04% 339
2023
Q1 		$244K Sell
10,187
-61
-0.6% -$1.56K 0.04% 319
2022
Q4 		$277K Sell
10,248
-11
-0.1% -$319 0.05% 283
2022
Q3 		$231K Buy
10,259
+29
+0.3% +$687 0.04% 292
2022
Q2 		$230K Buy
10,230
+91
+0.9% +$2.43K 0.04% 307
2022
Q1 		$255K Sell
10,139
-75
-0.7% -$1.61K 0.05% 310
2021
Q4 		$168K Sell
10,214
-68
-0.7% -$1.09K 0.03% 380
2021
Q3 		$141K Buy
10,282
+208
+2% +$2.51K 0.03% 344
2021
Q2 		$137K Hold
10,074
– – 0.03% 334
2021
Q1 		$108K Buy
10,074
+34
+0.3% +$328 0.03% 323
2020
Q4 		$67K Buy
+10,040
New +$53.9K 0.02% 658

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 $4.82B AUM 20.19% 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

Pinnacle Wealth Planning Services's MRO Position: Q4 2024 in Review

Pinnacle Wealth Planning Services sold out of Marathon Oil Corporation (MRO) in Q4 2024, closing a stake of 9,777 shares — an estimated $260K sold.

Pinnacle Wealth Planning Services first reported a position in MRO in Q4 2020 and held it in 16 quarters. The position peaked at $281K in Q2 2024. 6 funds tracked by Wall St. Rank hold MRO as of Q4 2024.

  • Pinnacle Wealth Planning Services reported no remaining Marathon Oil Corporation position as of Q4 2024 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 9,777 Marathon Oil Corporation shares in Q4 2024, an estimated $260K.
  • Pinnacle Wealth Planning Services first reported a position in Marathon Oil Corporation in Q4 2020 and held it in 16 quarters.
  • Pinnacle Wealth Planning Services's Marathon Oil Corporation position peaked at $281K in Q2 2024.
  • 6 funds tracked by Wall St. Rank held Marathon Oil Corporation as of Q4 2024.

Based on Pinnacle Wealth Planning Services's 13F filing for Q4 2024, filed 6 Feb 2025.