SW
MRO

SVB Wealth’s Marathon Oil Corporation MRO Stock Holding History

SVB Wealth’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
Q3 		– Sell
-8,875
Closed -$254K – 658
2024
Q2 		$254K Sell
8,875
-7,554
-46% -$209K 0.01% 609
2024
Q1 		$466K Sell
16,429
-2,960
-15% -$71.4K 0.01% 497
2023
Q4 		$468K Buy
19,389
+5,729
+42% +$148K 0.01% 489
2023
Q3 		$365K Sell
13,660
-575
-4% -$14.9K 0.01% 547
2023
Q2 		$328K Sell
14,235
-3,162
-18% -$74.5K 0.01% 629
2023
Q1 		$417K Sell
17,397
-5,093
-23% -$130K 0.01% 591
2022
Q4 		$609K Buy
22,490
+68
+0.3% +$1.97K 0.01% 512
2022
Q3 		$506K Buy
+22,422
New +$531K 0.01% 528
2017
Q3 		– Sell
-25,695
Closed -$304K – 484
2017
Q2 		$304K Sell
25,695
-19,912
-44% -$279K 0.01% 405
2017
Q1 		$721K Hold
45,607
– – 0.03% 297
2016
Q4 		$789K Sell
45,607
-1,620
-3% -$26K 0.03% 278
2016
Q3 		$747K Buy
47,227
+489
+1% +$7.26K 0.03% 288
2016
Q2 		$702K Sell
46,738
-5,862
-11% -$77.5K 0.03% 297
2016
Q1 		$586K Sell
52,600
-10,465
-17% -$97.8K 0.02% 324
2015
Q4 		$794K Sell
63,065
-18,219
-22% -$307K 0.03% 297
2015
Q3 		$1.25M Sell
81,284
-52,925
-39% -$1M 0.05% 263
2015
Q2 		$3.56M Sell
134,209
-16,862
-11% -$476K 0.12% 166
2015
Q1 		$3.94M Sell
151,071
-43,367
-22% -$1.18M 0.13% 163
2014
Q4 		$5.5M Buy
+194,438
New +$6.18M 0.18% 137

Other funds holding MRO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.76B AUM 62.41% 1-Year Est. Return

SVB Wealth's MRO Position: Q3 2024 in Review

SVB Wealth sold out of Marathon Oil Corporation (MRO) in Q3 2024, closing a stake of 8,875 shares — an estimated $254K sold.

SVB Wealth first reported a position in MRO in Q4 2014 and held it in 19 quarters. The position peaked at $5.5M in Q4 2014. 779 funds tracked by Wall St. Rank hold MRO as of Q3 2024.

  • SVB Wealth reported no remaining Marathon Oil Corporation position as of Q3 2024 after selling out during the quarter.
  • SVB Wealth sold 8,875 Marathon Oil Corporation shares in Q3 2024, an estimated $254K.
  • SVB Wealth first reported a position in Marathon Oil Corporation in Q4 2014 and held it in 19 quarters.
  • SVB Wealth's Marathon Oil Corporation position peaked at $5.5M in Q4 2014.
  • 779 funds tracked by Wall St. Rank held Marathon Oil Corporation as of Q3 2024.

Based on SVB Wealth's 13F filing for Q3 2024, filed 18 Oct 2024.