SWM
MRO

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

Spire 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
-3,648
Closed -$97.1K – 2535
2024
Q3 		$97.1K Sell
3,648
-960
-21% -$26.6K ﹤0.01% 921
2024
Q2 		$132K Sell
4,608
-701
-13% -$19.4K ﹤0.01% 825
2024
Q1 		$150K Sell
5,309
-954
-15% -$23K ﹤0.01% 870
2023
Q4 		$139K Sell
6,263
-1,077
-15% -$27.7K ﹤0.01% 888
2023
Q3 		$196K Buy
7,340
+251
+4% +$6.49K 0.01% 716
2023
Q2 		$163K Sell
7,089
-17
-0.2% -$400 0.01% 788
2023
Q1 		$170K Buy
7,106
+4,818
+211% +$123K 0.01% 781
2022
Q4 		$62K Buy
2,288
+271
+13% +$7.86K ﹤0.01% 918
2022
Q3 		$46K Sell
2,017
-10,097
-83% -$239K ﹤0.01% 981
2022
Q2 		$272K Sell
12,114
-3,621
-23% -$96.8K 0.01% 662
2022
Q1 		$395K Buy
15,735
+1,115
+8% +$23.9K 0.01% 638
2021
Q4 		$240K Buy
14,620
+7,480
+105% +$120K 0.01% 1014
2021
Q3 		$98K Buy
7,140
+2,803
+65% +$33.8K ﹤0.01% 1204
2021
Q2 		$59K Sell
4,337
-846
-16% -$10.2K ﹤0.01% 1412
2021
Q1 		$56K Buy
+5,183
New +$50K ﹤0.01% 1675

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

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

Spire Wealth Management sold out of Marathon Oil Corporation (MRO) in Q4 2024, closing a stake of 3,648 shares — an estimated $97.1K sold.

Spire Wealth Management first reported a position in MRO in Q1 2021 and held it in 15 quarters. The position peaked at $395K in Q1 2022. 6 funds tracked by Wall St. Rank hold MRO as of Q4 2024.

  • Spire Wealth Management reported no remaining Marathon Oil Corporation position as of Q4 2024 after selling out during the quarter.
  • Spire Wealth Management sold 3,648 Marathon Oil Corporation shares in Q4 2024, an estimated $97.1K.
  • Spire Wealth Management first reported a position in Marathon Oil Corporation in Q1 2021 and held it in 15 quarters.
  • Spire Wealth Management's Marathon Oil Corporation position peaked at $395K in Q1 2022.
  • 6 funds tracked by Wall St. Rank held Marathon Oil Corporation as of Q4 2024.

Based on Spire Wealth Management's 13F filing for Q4 2024, filed 24 Jan 2025.