SWM
MRO

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

Segment 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
-9,840
Closed -$262K – 276
2024
Q3 		$262K Sell
9,840
-4,290
-30% -$119K 0.02% 236
2024
Q2 		$405K Buy
14,130
+240
+2% +$6.65K 0.03% 195
2024
Q1 		$394K Buy
+13,890
New +$335K 0.03% 198
2023
Q4 		– Sell
-7,840
Closed -$210K – 253
2023
Q3 		$210K Buy
+7,840
New +$203K 0.02% 210
2023
Q1 		– Sell
-28,068
Closed -$760K – 225
2022
Q4 		$760K Buy
+28,068
New +$814K 0.09% 120
2014
Q4 		– Sell
-6,003
Closed -$226K – 177
2014
Q3 		$226K Hold
6,003
– – 0.09% 154
2014
Q2 		$240K Hold
6,003
– – 0.09% 155
2014
Q1 		$213K Sell
6,003
-104
-2% -$3.5K 0.1% 148
2013
Q4 		$216K Hold
6,107
– – 0.11% 146
2013
Q3 		$213K Sell
6,107
-1,582
-21% -$56.3K 0.12% 142
2013
Q2 		$266K Buy
+7,689
New +$260K 0.16% 116

Other funds holding MRO

BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
KRSITF
Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky $1.67B AUM 39.1% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $478M AUM 21.36% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

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

Segment Wealth Management sold out of Marathon Oil Corporation (MRO) in Q4 2024, closing a stake of 9,840 shares — an estimated $262K sold.

Segment Wealth Management first reported a position in MRO in Q2 2013 and held it in 11 quarters. The position peaked at $760K in Q4 2022. 6 funds tracked by Wall St. Rank hold MRO as of Q4 2024.

  • Segment Wealth Management reported no remaining Marathon Oil Corporation position as of Q4 2024 after selling out during the quarter.
  • Segment Wealth Management sold 9,840 Marathon Oil Corporation shares in Q4 2024, an estimated $262K.
  • Segment Wealth Management first reported a position in Marathon Oil Corporation in Q2 2013 and held it in 11 quarters.
  • Segment Wealth Management's Marathon Oil Corporation position peaked at $760K in Q4 2022.
  • 6 funds tracked by Wall St. Rank held Marathon Oil Corporation as of Q4 2024.

Based on Segment Wealth Management's 13F filing for Q4 2024, filed 17 Jan 2025.