CT
PXD

Caldwell Trust’s Pioneer Natural Resource Co. PXD Stock Holding History

Caldwell Trust’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
-2,409
Closed -$632K – 724
2024
Q1 		$632K Sell
2,409
-267
-10% -$62.6K 0.07% 190
2023
Q4 		$602K Sell
2,676
-118
-4% -$27.7K 0.08% 187
2023
Q3 		$641K Buy
2,794
+2,194
+366% +$499K 0.09% 171
2023
Q2 		$124K Buy
600
+326
+119% +$68.6K 0.02% 340
2023
Q1 		$56K Buy
+274
New +$58.9K 0.01% 422

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 $289M AUM 23.77% 1-Year Est. Return

Caldwell Trust's PXD Position: Q2 2024 in Review

Caldwell Trust sold out of Pioneer Natural Resource Co. (PXD) in Q2 2024, closing a stake of 2,409 shares — an estimated $632K sold.

Caldwell Trust first reported a position in PXD in Q1 2023 and held it in 5 quarters. The position peaked at $641K in Q3 2023. 14 funds tracked by Wall St. Rank hold PXD as of Q2 2024.

  • Caldwell Trust reported no remaining Pioneer Natural Resource Co. position as of Q2 2024 after selling out during the quarter.
  • Caldwell Trust sold 2,409 Pioneer Natural Resource Co. shares in Q2 2024, an estimated $632K.
  • Caldwell Trust first reported a position in Pioneer Natural Resource Co. in Q1 2023 and held it in 5 quarters.
  • Caldwell Trust's Pioneer Natural Resource Co. position peaked at $641K in Q3 2023.
  • 14 funds tracked by Wall St. Rank held Pioneer Natural Resource Co. as of Q2 2024.

Based on Caldwell Trust's 13F filing for Q2 2024, filed 24 Sep 2025.