SFG
MRO

Steward Financial Group’s Marathon Oil Corporation MRO Stock Holding History

Steward Financial Group’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 		$11K Buy
+414
New +$10.7K ﹤0.01% 369
2022
Q3 		– Sell
-398
Closed -$8K – 1404
2022
Q2 		$8K Sell
398
-702
-64% -$18.8K 0.01% 281
2022
Q1 		$27K Hold
1,100
– – 0.02% 133
2021
Q4 		$18K Buy
+1,100
New +$17.7K 0.02% 129

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

Steward Financial Group's MRO Position: Q3 2023 in Review

Steward Financial Group opened a new position in Marathon Oil Corporation (MRO) in Q3 2023: 414 shares worth $11K. The stake represents ﹤0.01% of the portfolio and ranks #369 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in MRO as recently as Q2 2022.

Steward Financial Group first reported a position in MRO in Q4 2021 and has held it in 4 quarters since. The position peaked at $27K in Q1 2022. 795 funds tracked by Wall St. Rank hold MRO as of Q3 2023.

  • Steward Financial Group held 414 shares of Marathon Oil Corporation worth $11K as of Q3 2023.
  • Marathon Oil Corporation was a new Steward Financial Group position in Q3 2023.
  • Marathon Oil Corporation made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #369 holding.
  • Steward Financial Group first reported a position in Marathon Oil Corporation in Q4 2021 and has held it in 4 quarters since.
  • Steward Financial Group's Marathon Oil Corporation position peaked at $27K in Q1 2022.
  • 795 funds tracked by Wall St. Rank held Marathon Oil Corporation as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.