WPW
MRO

Waldron Private Wealth’s Marathon Oil Corporation MRO Stock Holding History

Waldron Private 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
Q4 		– Sell
-8,616
Closed -$229K – 505
2024
Q3 		$229K Buy
8,616
+1,281
+17% +$35.5K 0.01% 374
2024
Q2 		$210K Buy
7,335
+12
+0.2% +$333 0.01% 386
2024
Q1 		$208K Buy
+7,323
New +$177K 0.01% 395
2023
Q4 		– Sell
-8,980
Closed -$240K – 434
2023
Q3 		$240K Buy
+8,980
New +$232K 0.01% 323
2023
Q2 		– Sell
-9,270
Closed -$222K – 428
2023
Q1 		$222K Sell
9,270
-465
-5% -$11.9K 0.01% 376
2022
Q4 		$219K Hold
9,735
– – 0.01% 343
2022
Q3 		$219K Buy
9,735
+119
+1% +$2.82K 0.01% 345
2022
Q2 		$216K Buy
9,616
+96
+1% +$2.57K 0.01% 354
2022
Q1 		$239K Buy
+9,520
New +$204K 0.01% 359
2021
Q3 		– Sell
-28,832
Closed -$392K – 377
2021
Q2 		$392K Buy
+28,832
New +$348K 0.03% 236
2019
Q2 		– Sell
-10,310
Closed -$172K – 263
2019
Q1 		$172K Buy
+10,310
New +$168K 0.02% 246

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

Waldron Private Wealth's MRO Position: Q4 2024 in Review

Waldron Private Wealth sold out of Marathon Oil Corporation (MRO) in Q4 2024, closing a stake of 8,616 shares — an estimated $229K sold.

Waldron Private Wealth first reported a position in MRO in Q1 2019 and held it in 11 quarters. The position peaked at $392K in Q2 2021. 6 funds tracked by Wall St. Rank hold MRO as of Q4 2024.

  • Waldron Private Wealth reported no remaining Marathon Oil Corporation position as of Q4 2024 after selling out during the quarter.
  • Waldron Private Wealth sold 8,616 Marathon Oil Corporation shares in Q4 2024, an estimated $229K.
  • Waldron Private Wealth first reported a position in Marathon Oil Corporation in Q1 2019 and held it in 11 quarters.
  • Waldron Private Wealth's Marathon Oil Corporation position peaked at $392K in Q2 2021.
  • 6 funds tracked by Wall St. Rank held Marathon Oil Corporation as of Q4 2024.

Based on Waldron Private Wealth's 13F filing for Q4 2024, filed 24 Jan 2025.