Caliber Wealth Management (Utah)’s Pioneer Natural Resource Co. PXD Stock Holding History

Caliber Wealth Management (Utah)’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	–	Sell	-9,996	Closed	-$2.04M	–	66
2023 Q1	$2.04M	Buy	9,996 +2,344	+31%	+$504K	1.53%	25
2022 Q4	$1.75M	Sell	7,652 -8,454	-52%	-$2.06M	1.34%	28
2022 Q3	$3.49M	Sell	16,106 -281	-2%	-$64.2K	2.75%	6
2022 Q2	$3.66M	Sell	16,387 -430	-3%	-$109K	2.84%	6
2022 Q1	$4.21M	Buy	16,817 +1,408	+9%	+$318K	2.68%	5
2021 Q4	$3.32M	Buy	+15,409	New	+$2.84M	2.3%	10

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

Caliber Wealth Management (Utah)'s PXD Position: Q2 2023 in Review

Caliber Wealth Management (Utah) sold out of Pioneer Natural Resource Co. (PXD) in Q2 2023, closing a stake of 9,996 shares — an estimated $2.04M sold.

Caliber Wealth Management (Utah) first reported a position in PXD in Q4 2021 and held it in 6 quarters. The position peaked at $4.21M in Q1 2022. 1,288 funds tracked by Wall St. Rank hold PXD as of Q2 2023.

Caliber Wealth Management (Utah) reported no remaining Pioneer Natural Resource Co. position as of Q2 2023 after selling out during the quarter.
Caliber Wealth Management (Utah) sold 9,996 Pioneer Natural Resource Co. shares in Q2 2023, an estimated $2.04M.
Caliber Wealth Management (Utah) first reported a position in Pioneer Natural Resource Co. in Q4 2021 and held it in 6 quarters.
Caliber Wealth Management (Utah)'s Pioneer Natural Resource Co. position peaked at $4.21M in Q1 2022.
1,288 funds tracked by Wall St. Rank held Pioneer Natural Resource Co. as of Q2 2023.

Based on Caliber Wealth Management (Utah)'s 13F filing for Q2 2023, filed 27 Jul 2023.