TW
MRO

Transform Wealth’s Marathon Oil Corporation MRO Stock Holding History

Transform 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
Q1 		– Sell
-18,072
Closed -$437K – 257
2023
Q4 		$437K Buy
18,072
+3,220
+22% +$82.9K 0.04% 181
2023
Q3 		$397K Buy
14,852
+279
+2% +$7.22K 0.04% 184
2023
Q2 		$335K Buy
14,573
+188
+1% +$4.43K 0.03% 210
2023
Q1 		$345K Buy
14,385
+1,699
+13% +$43.4K 0.03% 200
2022
Q4 		$343K Sell
12,686
-5,798
-31% -$168K 0.04% 177
2022
Q3 		$417K Buy
18,484
+1,290
+8% +$30.6K 0.05% 133
2022
Q2 		$387K Buy
+17,194
New +$460K 0.06% 147

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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Transform Wealth's MRO Position: Q1 2024 in Review

Transform Wealth sold out of Marathon Oil Corporation (MRO) in Q1 2024, closing a stake of 18,072 shares — an estimated $437K sold.

Transform Wealth first reported a position in MRO in Q2 2022 and held it in 7 quarters. The position peaked at $437K in Q4 2023. 823 funds tracked by Wall St. Rank hold MRO as of Q1 2024.

  • Transform Wealth reported no remaining Marathon Oil Corporation position as of Q1 2024 after selling out during the quarter.
  • Transform Wealth sold 18,072 Marathon Oil Corporation shares in Q1 2024, an estimated $437K.
  • Transform Wealth first reported a position in Marathon Oil Corporation in Q2 2022 and held it in 7 quarters.
  • Transform Wealth's Marathon Oil Corporation position peaked at $437K in Q4 2023.
  • 823 funds tracked by Wall St. Rank held Marathon Oil Corporation as of Q1 2024.

Based on Transform Wealth's 13F filing for Q1 2024, filed 16 Apr 2024.