WF
MRO

Welch & Forbes’s Marathon Oil Corporation MRO Stock Holding History

Welch & Forbes’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
Q3 		– Sell
-7,500
Closed -$209K – 377
2024
Q2 		$209K Hold
7,500
– – ﹤0.01% 359
2024
Q1 		$213K Buy
+7,500
New +$181K ﹤0.01% 368
2023
Q4 		– Sell
-7,500
Closed -$201K – 375
2023
Q3 		$201K Buy
+7,500
New +$194K ﹤0.01% 362
2023
Q1 		– Sell
-7,500
Closed -$203K – 375
2022
Q4 		$203K Buy
+7,500
New +$218K ﹤0.01% 358
2017
Q4 		– Sell
-12,675
Closed -$172K – 358
2017
Q3 		$172K Sell
12,675
-7,600
-37% -$90.2K ﹤0.01% 328
2017
Q2 		$240K Sell
20,275
-5,037
-20% -$70.5K 0.01% 317
2017
Q1 		$400K Buy
25,312
+37
+0.1% +$607 0.01% 263
2016
Q4 		$438K Hold
25,275
– – 0.01% 256
2016
Q3 		$400K Sell
25,275
-1,500
-6% -$22.3K 0.01% 231
2016
Q2 		$402K Hold
26,775
– – 0.01% 263
2016
Q1 		$298K Sell
26,775
-925
-3% -$8.64K 0.01% 282
2015
Q4 		$349K Sell
27,700
-175
-0.6% -$2.94K 0.01% 262
2015
Q3 		$429K Hold
27,875
– – 0.01% 257
2015
Q2 		$740K Hold
27,875
– – 0.02% 220
2015
Q1 		$728K Hold
27,875
– – 0.02% 224
2014
Q4 		$789K Sell
27,875
-809
-3% -$25.7K 0.02% 226
2014
Q3 		$1.08M Sell
28,684
-169
-0.6% -$6.7K 0.03% 210
2014
Q2 		$1.15M Buy
28,853
+938
+3% +$34.6K 0.04% 192
2014
Q1 		$992K Hold
27,915
– – 0.03% 204
2013
Q4 		$985K Sell
27,915
-122
-0.4% -$4.35K 0.03% 198
2013
Q3 		$978K Hold
28,037
– – 0.03% 198
2013
Q2 		$969K Buy
+28,037
New +$948K 0.03% 188

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
HI
HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.76B AUM 62.41% 1-Year Est. Return

Welch & Forbes's MRO Position: Q3 2024 in Review

Welch & Forbes sold out of Marathon Oil Corporation (MRO) in Q3 2024, closing a stake of 7,500 shares — an estimated $209K sold.

Welch & Forbes first reported a position in MRO in Q2 2013 and held it in 22 quarters. The position peaked at $1.15M in Q2 2014. 779 funds tracked by Wall St. Rank hold MRO as of Q3 2024.

  • Welch & Forbes reported no remaining Marathon Oil Corporation position as of Q3 2024 after selling out during the quarter.
  • Welch & Forbes sold 7,500 Marathon Oil Corporation shares in Q3 2024, an estimated $209K.
  • Welch & Forbes first reported a position in Marathon Oil Corporation in Q2 2013 and held it in 22 quarters.
  • Welch & Forbes's Marathon Oil Corporation position peaked at $1.15M in Q2 2014.
  • 779 funds tracked by Wall St. Rank held Marathon Oil Corporation as of Q3 2024.

Based on Welch & Forbes's 13F filing for Q3 2024, filed 4 Nov 2024.