9WM
PXD

9258 Wealth Management’s Pioneer Natural Resource Co. PXD Stock Holding History

9258 Wealth Management’s Portfolio PXD Stock Details PXD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-4,266
Closed -$1.12M – 356
2024
Q1 		$1.12M Sell
4,266
-289
-6% -$67.8K 0.17% 109
2023
Q4 		$1.02M Sell
4,555
-108
-2% -$25.3K 0.18% 111
2023
Q3 		$1.07M Buy
4,663
+207
+5% +$47.1K 0.21% 92
2023
Q2 		$923K Buy
4,456
+696
+19% +$147K 0.17% 111
2023
Q1 		$768K Buy
3,760
+268
+8% +$57.6K 0.16% 123
2022
Q4 		$798K Buy
3,492
+935
+37% +$227K 0.17% 116
2022
Q3 		$554K Buy
2,557
+54
+2% +$12.3K 0.14% 158
2022
Q2 		$558K Buy
2,503
+176
+8% +$44.6K 0.14% 160
2022
Q1 		$582K Buy
2,327
+319
+16% +$72.1K 0.14% 171
2021
Q4 		$365K Buy
+2,008
New +$370K 0.08% 249

Other funds holding PXD

SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
PFPT
Pinnacle Financial Partners (Tennessee) Nashville, Tennessee $4.18B AUM 16.01% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
BIG
Brooklyn Investment Group Brooklyn, New York $3.2B AUM 26.32% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
WIA
Wetzel Investment Advisors Indianapolis, Indiana $252M AUM 18.78% 1-Year Est. Return

9258 Wealth Management's PXD Position: Q2 2024 in Review

9258 Wealth Management sold out of Pioneer Natural Resource Co. (PXD) in Q2 2024, closing a stake of 4,266 shares — an estimated $1.12M sold.

9258 Wealth Management first reported a position in PXD in Q4 2021 and held it in 10 quarters. The position peaked at $1.12M in Q1 2024. 14 funds tracked by Wall St. Rank hold PXD as of Q2 2024.

  • 9258 Wealth Management reported no remaining Pioneer Natural Resource Co. position as of Q2 2024 after selling out during the quarter.
  • 9258 Wealth Management sold 4,266 Pioneer Natural Resource Co. shares in Q2 2024, an estimated $1.12M.
  • 9258 Wealth Management first reported a position in Pioneer Natural Resource Co. in Q4 2021 and held it in 10 quarters.
  • 9258 Wealth Management's Pioneer Natural Resource Co. position peaked at $1.12M in Q1 2024.
  • 14 funds tracked by Wall St. Rank held Pioneer Natural Resource Co. as of Q2 2024.

Based on 9258 Wealth Management's 13F filing for Q2 2024, filed 2 Aug 2024.