SSG
MRO

Summit Securities Group’s Marathon Oil Corporation MRO Stock Holding History

Summit Securities 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
2021
Q4 		– Sell
-68
Closed -$420K – 992
2021
Q3 		$420K Sell
68
-142
-68% -$1.71K 0.03% 443
2021
Q2 		$286K Buy
210
+145
+223% +$1.75K 0.02% 538
2021
Q1 		$348K Hold
65
– – 0.04% 411
2020
Q4 		$269K Buy
+65
New +$349 0.02% 477

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

Summit Securities Group's MRO Position: Q3 2023 in Review

Summit Securities Group sold out of Marathon Oil Corporation (MRO) in Q3 2023, closing a stake of 806 shares — an estimated $19K sold.

Summit Securities Group first reported a position in MRO in Q2 2013 and held it in 11 quarters. The position peaked at $1.06M in Q2 2022. 795 funds tracked by Wall St. Rank hold MRO as of Q3 2023.

  • Summit Securities Group reported no remaining Marathon Oil Corporation position as of Q3 2023 after selling out during the quarter.
  • Summit Securities Group sold 806 Marathon Oil Corporation shares in Q3 2023, an estimated $19K.
  • Summit Securities Group first reported a position in Marathon Oil Corporation in Q2 2013 and held it in 11 quarters.
  • Summit Securities Group's Marathon Oil Corporation position peaked at $1.06M in Q2 2022.
  • 795 funds tracked by Wall St. Rank held Marathon Oil Corporation as of Q3 2023.

Based on Summit Securities Group's 13F filing for Q3 2023, filed 13 Nov 2023.