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

PRW 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
2023 Q3	$499K	Buy	18,371 +66	+0.4%	+$1.71K	0.19%	44
2023 Q2	$439K	Buy	18,305 +75	+0.4%	+$1.77K	0.15%	33
2023 Q1	$440K	Sell	18,230 -920	-5%	-$23.5K	0.17%	55
2022 Q4	$518K	Buy	19,150 +60	+0.3%	+$1.74K	0.22%	31
2022 Q3	$431K	Buy	19,090 +55	+0.3%	+$1.3K	0.21%	44
2022 Q2	$428K	Sell	19,035 -2,091	-10%	-$55.9K	0.25%	46
2022 Q1	$530K	Sell	21,126 -5,113	-19%	-$110K	0.24%	54
2021 Q4	$430K	Buy	+26,239	New	+$422K	0.2%	55
2019 Q2	–	Sell	-352	Closed	-$6K	–	713
2019 Q1	$6K	Sell	352 -150	-30%	-$2.45K	0.01%	361
2018 Q4	$7K	Buy	+502	New	+$8.96K	0.01%	333

Other funds holding MRO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

PRW Wealth Management's MRO Position: Q3 2023 in Review

PRW Wealth Management increased its Marathon Oil Corporation (MRO) stake by 0.36% in Q3 2023, buying an estimated $1.71K and bringing the position to 18,371 shares worth $499K. The position accounts for 0.19% of the portfolio, ranked #44.

PRW Wealth Management first reported a position in MRO in Q4 2018 and has held it in 10 quarters since. The position peaked at $530K in Q1 2022. 794 funds tracked by Wall St. Rank hold MRO as of Q3 2023.

PRW Wealth Management held 18,371 shares of Marathon Oil Corporation worth $499K as of Q3 2023.
PRW Wealth Management bought 66 Marathon Oil Corporation shares in Q3 2023, an estimated $1.71K.
Marathon Oil Corporation made up 0.19% of PRW Wealth Management's portfolio in Q3 2023, its #44 holding.
PRW Wealth Management first reported a position in Marathon Oil Corporation in Q4 2018 and has held it in 10 quarters since.
PRW Wealth Management's Marathon Oil Corporation position peaked at $530K in Q1 2022.
794 funds tracked by Wall St. Rank held Marathon Oil Corporation as of Q3 2023.

Based on PRW Wealth Management's 13F filing for Q3 2023, filed 1 Nov 2023.