WP
MRO

WealthPLAN Partners’s Marathon Oil Corporation MRO Stock Holding History

WealthPLAN Partners’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
-106
Closed -$2.44K – 1232
2023
Q2 		$2.44K Hold
106
– – ﹤0.01% 1048
2023
Q1 		$2.54K Buy
+106
New +$2.71K ﹤0.01% 1103
2017
Q2 		– Sell
-100
Closed -$1.6K – 441
2017
Q1 		$1.6K Buy
+100
New +$1.64K 0.01% 416
2016
Q3 		$22.4K Sell
1,433
-1,208
-46% -$17.9K 0.01% 463
2016
Q2 		$21.5K Buy
+2,641
New +$34.9K ﹤0.01% 1364
2015
Q4 		$4.56K Buy
+362
New +$6.09K ﹤0.01% 1353

Other funds holding MRO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

WealthPLAN Partners's MRO Position: Q3 2023 in Review

WealthPLAN Partners sold out of Marathon Oil Corporation (MRO) in Q3 2023, closing a stake of 106 shares — an estimated $2.44K sold.

WealthPLAN Partners first reported a position in MRO in Q4 2015 and held it in 6 quarters. The position peaked at $22.4K in Q3 2016. 794 funds tracked by Wall St. Rank hold MRO as of Q3 2023.

  • WealthPLAN Partners reported no remaining Marathon Oil Corporation position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 106 Marathon Oil Corporation shares in Q3 2023, an estimated $2.44K.
  • WealthPLAN Partners first reported a position in Marathon Oil Corporation in Q4 2015 and held it in 6 quarters.
  • WealthPLAN Partners's Marathon Oil Corporation position peaked at $22.4K in Q3 2016.
  • 794 funds tracked by Wall St. Rank held Marathon Oil Corporation as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.