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

BerganKDV 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
2023 Q2	$5.18K	Sell	25 -35	-58%	-$7.37K	﹤0.01%	606
2023 Q1	$12.3K	Buy	60 +55	+1,100%	+$11.8K	﹤0.01%	574
2022 Q4	$1.15K	Buy	5 +1	+25%	+$243	﹤0.01%	866
2022 Q3	$1K	Sell	4 -1	-20%	-$228	﹤0.01%	948
2022 Q2	$1K	Buy	5 +1	+25%	+$254	﹤0.01%	956
2022 Q1	$1K	Hold	4	–	–	﹤0.01%	981
2021 Q4	$1K	Hold	4	–	–	﹤0.01%	1036
2021 Q3	$1K	Hold	4	–	–	﹤0.01%	1018
2021 Q2	$1K	Hold	4	–	–	﹤0.01%	965
2021 Q1	$1K	Buy	+4	New	+$568	﹤0.01%	914
2020 Q2	–	Sell	-20	Closed	-$1K	–	1117
2020 Q1	$1K	Hold	20	–	–	﹤0.01%	903
2019 Q4	$3K	Buy	+20	New	+$2.66K	﹤0.01%	731
2018 Q4	–	Sell	-40	Closed	-$7K	–	722
2018 Q3	$7K	Hold	40	–	–	﹤0.01%	530
2018 Q2	$8K	Buy	+40	New	+$7.66K	﹤0.01%	531

Other funds holding PXD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BerganKDV Wealth Management's PXD Position: Q2 2023 in Review

BerganKDV Wealth Management reduced its Pioneer Natural Resource Co. (PXD) stake by 58% in Q2 2023, selling an estimated $7.37K and leaving 25 shares worth $5.18K. The position accounts for ﹤0.01% of the portfolio, ranked #606.

BerganKDV Wealth Management first reported a position in PXD in Q2 2018 and has held it in 14 quarters since. The position peaked at $12.3K in Q1 2023. 1,288 funds tracked by Wall St. Rank hold PXD as of Q2 2023.

BerganKDV Wealth Management held 25 shares of Pioneer Natural Resource Co. worth $5.18K as of Q2 2023.
BerganKDV Wealth Management sold 35 Pioneer Natural Resource Co. shares in Q2 2023, an estimated $7.37K.
Pioneer Natural Resource Co. made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #606 holding.
BerganKDV Wealth Management first reported a position in Pioneer Natural Resource Co. in Q2 2018 and has held it in 14 quarters since.
BerganKDV Wealth Management's Pioneer Natural Resource Co. position peaked at $12.3K in Q1 2023.
1,288 funds tracked by Wall St. Rank held Pioneer Natural Resource Co. as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.