SFWC
MRO

Strategic Family Wealth Counselors’s Marathon Oil Corporation MRO Stock Holding History

Strategic Family Wealth Counselors’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
-10,355
Closed -$276K – 149
2024
Q3 		$276K Buy
10,355
+29
+0.3% +$803 0.1% 111
2024
Q2 		$296K Hold
10,326
– – 0.11% 96
2024
Q1 		$293K Hold
10,326
– – 0.12% 88
2023
Q4 		$249K Hold
10,326
– – 0.1% 97
2023
Q3 		$276K Hold
10,326
– – 0.13% 83
2023
Q2 		$238K Hold
10,326
– – 0.11% 92
2023
Q1 		$247K Sell
10,326
-21
-0.2% -$537 0.12% 89
2022
Q4 		$280K Hold
10,347
– – 0.14% 79
2022
Q3 		$234K Buy
10,347
+21
+0.2% +$498 0.11% 82
2022
Q2 		$232K Hold
10,326
– – 0.11% 82
2022
Q1 		$259K Hold
10,326
– – 0.1% 84
2021
Q4 		$170K Hold
10,326
– – 0.05% 101
2021
Q3 		$141K Hold
10,326
– – 0.05% 94
2021
Q2 		$141K Hold
10,326
– – 0.05% 82
2021
Q1 		$110K Hold
10,326
– – 0.04% 80
2020
Q4 		$69K Hold
10,326
– – 0.04% 81
2020
Q3 		$42K Hold
10,326
– – 0.02% 77
2020
Q2 		$63K Hold
10,326
– – 0.04% 76
2020
Q1 		$34K Hold
10,326
– – 0.03% 73
2019
Q4 		$140K Hold
10,326
– – 0.11% 67
2019
Q3 		$127K Hold
10,326
– – 0.1% 62
2019
Q2 		$147K Hold
10,326
– – 0.11% 61
2019
Q1 		$173K Hold
10,326
– – 0.14% 63
2018
Q4 		$148K Buy
+10,326
New +$184K 0.17% 60

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 $1.47B AUM 27.58% 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 $18.1B AUM 24.69% 1-Year Est. Return

Strategic Family Wealth Counselors's MRO Position: Q4 2024 in Review

Strategic Family Wealth Counselors sold out of Marathon Oil Corporation (MRO) in Q4 2024, closing a stake of 10,355 shares — an estimated $276K sold.

Strategic Family Wealth Counselors first reported a position in MRO in Q4 2018 and held it in 24 quarters. The position peaked at $296K in Q2 2024. 6 funds tracked by Wall St. Rank hold MRO as of Q4 2024.

  • Strategic Family Wealth Counselors reported no remaining Marathon Oil Corporation position as of Q4 2024 after selling out during the quarter.
  • Strategic Family Wealth Counselors sold 10,355 Marathon Oil Corporation shares in Q4 2024, an estimated $276K.
  • Strategic Family Wealth Counselors first reported a position in Marathon Oil Corporation in Q4 2018 and held it in 24 quarters.
  • Strategic Family Wealth Counselors's Marathon Oil Corporation position peaked at $296K in Q2 2024.
  • 6 funds tracked by Wall St. Rank held Marathon Oil Corporation as of Q4 2024.

Based on Strategic Family Wealth Counselors's 13F filing for Q4 2024, filed 7 Feb 2025.