VWM
MRO

Venturi Wealth Management’s Marathon Oil Corporation MRO Stock Holding History

Venturi Wealth Management’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
-6,145
Closed -$164K – 2086
2024
Q3 		$164K Buy
6,145
+3,167
+106% +$87.6K 0.01% 468
2024
Q2 		$85.4K Buy
2,978
+364
+14% +$10.1K 0.01% 537
2024
Q1 		$74.1K Buy
2,614
+1,890
+261% +$45.6K ﹤0.01% 453
2023
Q4 		$17.5K Buy
724
+22
+3% +$567 ﹤0.01% 735
2023
Q3 		$18.8K Buy
702
+38
+6% +$983 ﹤0.01% 644
2023
Q2 		$15.3K Buy
664
+17
+3% +$400 ﹤0.01% 602
2023
Q1 		$15.5K Buy
+647
New +$16.5K ﹤0.01% 642

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 $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

Venturi Wealth Management's MRO Position: Q4 2024 in Review

Venturi Wealth Management sold out of Marathon Oil Corporation (MRO) in Q4 2024, closing a stake of 6,145 shares — an estimated $164K sold.

Venturi Wealth Management first reported a position in MRO in Q1 2023 and held it in 7 quarters. The position peaked at $164K in Q3 2024. 6 funds tracked by Wall St. Rank hold MRO as of Q4 2024.

  • Venturi Wealth Management reported no remaining Marathon Oil Corporation position as of Q4 2024 after selling out during the quarter.
  • Venturi Wealth Management sold 6,145 Marathon Oil Corporation shares in Q4 2024, an estimated $164K.
  • Venturi Wealth Management first reported a position in Marathon Oil Corporation in Q1 2023 and held it in 7 quarters.
  • Venturi Wealth Management's Marathon Oil Corporation position peaked at $164K in Q3 2024.
  • 6 funds tracked by Wall St. Rank held Marathon Oil Corporation as of Q4 2024.

Based on Venturi Wealth Management's 13F filing for Q4 2024, filed 31 Jan 2025.