SWM
MRO

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

Sugarloaf 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
-220
Closed -$5.86K – 720
2024
Q3 		$5.86K Buy
+220
New +$6.09K ﹤0.01% 551

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

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

Sugarloaf Wealth Management sold out of Marathon Oil Corporation (MRO) in Q4 2024, closing a stake of 220 shares — an estimated $5.86K sold.

Sugarloaf Wealth Management first reported a position in MRO in Q3 2024 and held it in 1 quarter. The position peaked at $5.86K in Q3 2024. 6 funds tracked by Wall St. Rank hold MRO as of Q4 2024.

  • Sugarloaf Wealth Management reported no remaining Marathon Oil Corporation position as of Q4 2024 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 220 Marathon Oil Corporation shares in Q4 2024, an estimated $5.86K.
  • Sugarloaf Wealth Management first reported a position in Marathon Oil Corporation in Q3 2024 and held it in 1 quarter.
  • Sugarloaf Wealth Management's Marathon Oil Corporation position peaked at $5.86K in Q3 2024.
  • 6 funds tracked by Wall St. Rank held Marathon Oil Corporation as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.