CWM
PXD

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

Cadence 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
-1,751
Closed -$460K – 49
2024
Q1 		$460K Sell
1,751
-5
-0.3% -$1.17K 0.47% 22
2023
Q4 		$395K Buy
1,756
+98
+6% +$23K 0.31% 26
2023
Q3 		$381K Buy
1,658
+335
+25% +$76.3K 0.32% 26
2023
Q2 		$274K Buy
1,323
+163
+14% +$34.3K 0.27% 28
2023
Q1 		$237K Buy
+1,160
New +$249K 0.24% 29

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

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

Cadence Wealth Management sold out of Pioneer Natural Resource Co. (PXD) in Q2 2024, closing a stake of 1,751 shares — an estimated $460K sold.

Cadence Wealth Management first reported a position in PXD in Q1 2023 and held it in 5 quarters. The position peaked at $460K in Q1 2024. 14 funds tracked by Wall St. Rank hold PXD as of Q2 2024.

  • Cadence Wealth Management reported no remaining Pioneer Natural Resource Co. position as of Q2 2024 after selling out during the quarter.
  • Cadence Wealth Management sold 1,751 Pioneer Natural Resource Co. shares in Q2 2024, an estimated $460K.
  • Cadence Wealth Management first reported a position in Pioneer Natural Resource Co. in Q1 2023 and held it in 5 quarters.
  • Cadence Wealth Management's Pioneer Natural Resource Co. position peaked at $460K in Q1 2024.
  • 14 funds tracked by Wall St. Rank held Pioneer Natural Resource Co. as of Q2 2024.

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