WIM
MRO

WealthPlan Investment Management’s Marathon Oil Corporation MRO Stock Holding History

WealthPlan Investment 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
2023
Q3 		– Sell
-484
Closed -$11.1K – 372
2023
Q2 		$11.1K Hold
484
– – ﹤0.01% 273
2023
Q1 		$11.6K Buy
+484
New +$12.4K ﹤0.01% 321

Other funds holding MRO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

WealthPlan Investment Management's MRO Position: Q3 2023 in Review

WealthPlan Investment Management sold out of Marathon Oil Corporation (MRO) in Q3 2023, closing a stake of 484 shares — an estimated $11.1K sold.

WealthPlan Investment Management first reported a position in MRO in Q1 2023 and held it in 2 quarters. The position peaked at $11.6K in Q1 2023. 795 funds tracked by Wall St. Rank hold MRO as of Q3 2023.

  • WealthPlan Investment Management reported no remaining Marathon Oil Corporation position as of Q3 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 484 Marathon Oil Corporation shares in Q3 2023, an estimated $11.1K.
  • WealthPlan Investment Management first reported a position in Marathon Oil Corporation in Q1 2023 and held it in 2 quarters.
  • WealthPlan Investment Management's Marathon Oil Corporation position peaked at $11.6K in Q1 2023.
  • 795 funds tracked by Wall St. Rank held Marathon Oil Corporation as of Q3 2023.

Based on WealthPlan Investment Management's 13F filing for Q3 2023, filed 9 Nov 2023.