VFA
MRO

Valeo Financial Advisors’s Marathon Oil Corporation MRO Stock Holding History

Valeo 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
2022
Q1 		– Sell
-1,200
Closed -$20K – 696
2021
Q4 		$20K Hold
1,200
– – ﹤0.01% 579
2021
Q3 		$16K Buy
+1,200
New +$14.5K ﹤0.01% 574
2021
Q2 		– Sell
-1,200
Closed -$13K – 1912
2021
Q1 		$13K Hold
1,200
– – ﹤0.01% 1299
2020
Q4 		$8K Hold
1,200
– – ﹤0.01% 1264
2020
Q3 		$5K Hold
1,200
– – ﹤0.01% 1271
2020
Q2 		$7K Sell
1,200
-4,800
-80% -$26.5K ﹤0.01% 1422
2020
Q1 		$24K Buy
+6,000
New +$55.3K ﹤0.01% 849

Other funds holding MRO

BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 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 $4.82B AUM 20.19% 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

Valeo Financial Advisors's MRO Position: Q4 2024 in Review

Valeo Financial Advisors sold out of Marathon Oil Corporation (MRO) in Q4 2024, closing a stake of 13,616 shares — an estimated $363K sold.

Valeo Financial Advisors first reported a position in MRO in Q3 2017 and held it in 28 quarters. The position peaked at $391K in Q2 2024. 6 funds tracked by Wall St. Rank hold MRO as of Q4 2024.

  • Valeo Financial Advisors reported no remaining Marathon Oil Corporation position as of Q4 2024 after selling out during the quarter.
  • Valeo Financial Advisors sold 13,616 Marathon Oil Corporation shares in Q4 2024, an estimated $363K.
  • Valeo Financial Advisors first reported a position in Marathon Oil Corporation in Q3 2017 and held it in 28 quarters.
  • Valeo Financial Advisors's Marathon Oil Corporation position peaked at $391K in Q2 2024.
  • 6 funds tracked by Wall St. Rank held Marathon Oil Corporation as of Q4 2024.

Based on Valeo Financial Advisors's 13F filing for Q4 2024, filed 30 Jan 2025.