UCFA
MRO

United Capital Financial Advisors’s Marathon Oil Corporation MRO Stock Holding History

United Capital Financial Advisors’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
-43,731
Closed -$1.16M – 1119
2024
Q3 		$1.16M Sell
43,731
-115
-0.3% -$3.18K 0.01% 507
2024
Q2 		$1.26M Buy
43,846
+102
+0.2% +$2.83K 0.01% 483
2024
Q1 		$1.24M Sell
43,744
-4,448
-9% -$107K 0.01% 517
2023
Q4 		$1.16M Buy
+48,192
New +$1.24M 0.01% 518
2023
Q1 		– Sell
-7,547
Closed -$204K – 1088
2022
Q4 		$204K Sell
7,547
-1,443
-16% -$41.9K ﹤0.01% 984
2022
Q3 		$203K Buy
+8,990
New +$213K ﹤0.01% 1026
2021
Q4 		– Sell
-10,575
Closed -$145K – 1250
2021
Q3 		$145K Buy
+10,575
New +$127K ﹤0.01% 1163
2020
Q3 		– Sell
-11,791
Closed -$72K – 1238
2020
Q2 		$72K Sell
11,791
-18,023
-60% -$99.6K ﹤0.01% 1155
2020
Q1 		$98K Buy
29,814
+11,661
+64% +$107K ﹤0.01% 1125
2019
Q4 		$247K Buy
18,153
+6,605
+57% +$80.5K ﹤0.01% 1220
2019
Q3 		$142K Sell
11,548
-4,880
-30% -$63.1K ﹤0.01% 1229
2019
Q2 		$233K Sell
16,428
-2,659
-14% -$41.1K ﹤0.01% 1313
2019
Q1 		$319K Buy
19,087
+411
+2% +$6.72K ﹤0.01% 1103
2018
Q4 		$263K Buy
18,676
+2,939
+19% +$52.5K ﹤0.01% 1111
2018
Q3 		$366K Buy
15,737
+1,695
+12% +$35.5K ﹤0.01% 1040
2018
Q2 		$293K Sell
14,042
-356
-2% -$7.02K ﹤0.01% 1087
2018
Q1 		$232K Sell
14,398
-2,384
-14% -$39.6K ﹤0.01% 1189
2017
Q4 		$284K Buy
16,782
+3,028
+22% +$45K ﹤0.01% 1133
2017
Q3 		$187K Sell
13,754
-1,153
-8% -$13.7K ﹤0.01% 1241
2017
Q2 		$177K Buy
14,907
+3,913
+36% +$54.7K ﹤0.01% 1223
2017
Q1 		$174K Buy
10,994
+884
+9% +$14.5K ﹤0.01% 1192
2016
Q4 		$175K Sell
10,110
-6,861
-40% -$110K ﹤0.01% 1200
2016
Q3 		$268K Sell
16,971
-996
-6% -$14.8K ﹤0.01% 1105
2016
Q2 		$270K Sell
17,967
-55
-0.3% -$727 ﹤0.01% 1068
2016
Q1 		$201K Sell
18,022
-4,415
-20% -$41.3K ﹤0.01% 1125
2015
Q4 		$282K Sell
22,437
-4,931
-18% -$83K ﹤0.01% 1039
2015
Q3 		$421K Sell
27,368
-14,587
-35% -$277K 0.01% 950
2015
Q2 		$1.11M Sell
41,955
-4,591
-10% -$130K 0.01% 709
2015
Q1 		$1.45M Buy
46,546
+14,405
+45% +$391K 0.02% 639
2014
Q4 		$909K Sell
32,141
-70,385
-69% -$2.24M 0.01% 673
2014
Q3 		$3.85M Buy
102,526
+74,134
+261% +$2.94M 0.07% 296
2014
Q2 		$1.13M Buy
28,392
+7,767
+38% +$287K 0.02% 538
2014
Q1 		$733K Buy
+20,625
New +$695K 0.02% 552
2013
Q3 		– Sell
-9,264
Closed -$320K – 757
2013
Q2 		$320K Buy
+9,264
New +$313K 0.01% 588

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 $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 $5.54B AUM 27.43% 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

United Capital Financial Advisors's MRO Position: Q4 2024 in Review

United Capital Financial Advisors sold out of Marathon Oil Corporation (MRO) in Q4 2024, closing a stake of 43,731 shares — an estimated $1.16M sold.

United Capital Financial Advisors first reported a position in MRO in Q2 2013 and held it in 34 quarters. The position peaked at $3.85M in Q3 2014. 6 funds tracked by Wall St. Rank hold MRO as of Q4 2024.

  • United Capital Financial Advisors reported no remaining Marathon Oil Corporation position as of Q4 2024 after selling out during the quarter.
  • United Capital Financial Advisors sold 43,731 Marathon Oil Corporation shares in Q4 2024, an estimated $1.16M.
  • United Capital Financial Advisors first reported a position in Marathon Oil Corporation in Q2 2013 and held it in 34 quarters.
  • United Capital Financial Advisors's Marathon Oil Corporation position peaked at $3.85M in Q3 2014.
  • 6 funds tracked by Wall St. Rank held Marathon Oil Corporation as of Q4 2024.

Based on United Capital Financial Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.