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
2021
Q2 		– Sell
-10,000
Closed -$107K – 1267
2021
Q1 		$107K Buy
+10,000
New +$96.5K ﹤0.01% 1159

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 $59.2B AUM 26.02% 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 $478M AUM 21.36% 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.