Bogart Wealth LLC
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Bogart Wealth LLC’s Pioneer Natural Resource Co. PXD Stock Holding History

Bogart Wealth LLC’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
-2,167
Closed -$569K – 1185
2024
Q1 		$569K Buy
2,167
+88
+4% +$20.6K 0.03% 133
2023
Q4 		$468K Sell
2,079
-70
-3% -$16.4K 0.03% 147
2023
Q3 		$493K Hold
2,149
– – 0.03% 142
2023
Q2 		$445K Buy
2,149
+1,999
+1,333% +$421K 0.03% 150
2023
Q1 		$30.6K Buy
150
+41
+38% +$8.81K ﹤0.01% 393
2022
Q4 		$24.9K Sell
109
-441
-80% -$107K ﹤0.01% 398
2022
Q3 		$119K Buy
550
+500
+1,000% +$114K 0.01% 205
2022
Q2 		$11K Hold
50
– – ﹤0.01% 529
2022
Q1 		$13K Hold
50
– – ﹤0.01% 461
2021
Q4 		$9K Sell
50
-31
-38% -$5.71K ﹤0.01% 495
2021
Q3 		$13K Buy
81
+50
+161% +$7.57K ﹤0.01% 427
2021
Q2 		$5K Buy
+31
New +$4.87K ﹤0.01% 528

Other funds holding PXD

ECM
Everence Capital Management Goshen, Indiana $1.9B AUM 39.77% 1-Year Est. Return
Sanctuary Advisors
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
Pinnacle Financial Partners (Tennessee)
Pinnacle Financial Partners (Tennessee) Nashville, Tennessee $4.18B AUM 16.01% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Brooklyn Investment Group
Brooklyn Investment Group Brooklyn, New York $3.2B AUM 26.32% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Bogart Wealth LLC's PXD Position: Q2 2024 in Review

Bogart Wealth LLC sold out of Pioneer Natural Resource Co. (PXD) in Q2 2024, closing a stake of 2,167 shares — an estimated $569K sold.

Bogart Wealth LLC first reported a position in PXD in Q2 2021 and held it in 12 quarters. The position peaked at $569K in Q1 2024. 14 funds tracked by Wall St. Rank hold PXD as of Q2 2024.

  • Bogart Wealth LLC reported no remaining Pioneer Natural Resource Co. position as of Q2 2024 after selling out during the quarter.
  • Bogart Wealth LLC sold 2,167 Pioneer Natural Resource Co. shares in Q2 2024, an estimated $569K.
  • Bogart Wealth LLC first reported a position in Pioneer Natural Resource Co. in Q2 2021 and held it in 12 quarters.
  • Bogart Wealth LLC's Pioneer Natural Resource Co. position peaked at $569K in Q1 2024.
  • 14 funds tracked by Wall St. Rank held Pioneer Natural Resource Co. as of Q2 2024.

Based on Bogart Wealth LLC's 13F filing for Q2 2024, filed 31 Jul 2024.