Carson Wealth (CWM LLC)
PXD

Carson Wealth (CWM LLC)’s Pioneer Natural Resource Co. PXD Stock Holding History

Carson Wealth (CWM 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
-9,040
Closed -$2.37M – 5066
2024
Q1 		$2.37M Buy
9,040
+2,811
+45% +$659K 0.01% 578
2023
Q4 		$1.4M Sell
6,229
-405
-6% -$94.9K 0.01% 676
2023
Q3 		$1.52M Sell
6,634
-4,071
-38% -$927K 0.01% 610
2023
Q2 		$2.22M Buy
10,705
+4,863
+83% +$1.02M 0.01% 497
2023
Q1 		$1.19M Sell
5,842
-2,729
-32% -$587K 0.01% 611
2022
Q4 		$1.96M Buy
8,571
+3,631
+74% +$883K 0.01% 455
2022
Q3 		$1.07M Sell
4,940
-1,542
-24% -$352K 0.01% 546
2022
Q2 		$1.45M Buy
6,482
+1,003
+18% +$254K 0.01% 465
2022
Q1 		$1.37M Buy
5,479
+1,499
+38% +$339K 0.01% 487
2021
Q4 		$724K Buy
+3,980
New +$732K 0.01% 640
2021
Q2 		$483K Hold
2,973
– – ﹤0.01% 686
2021
Q1 		$483K Hold
2,973
– – ﹤0.01% 686
2020
Q4 		$483K Hold
2,973
– – ﹤0.01% 686
2020
Q3 		$483K Hold
2,973
– – ﹤0.01% 686
2020
Q2 		$483K Hold
2,973
– – ﹤0.01% 686
2020
Q1 		$483K Hold
2,973
– – ﹤0.01% 686
2019
Q4 		$483K Hold
2,973
– – ﹤0.01% 686
2019
Q3 		$483K Hold
2,973
– – ﹤0.01% 686
2019
Q2 		$483K Hold
2,973
– – ﹤0.01% 686
2019
Q1 		$483K Sell
2,973
-2,847
-49% -$402K ﹤0.01% 686
2018
Q4 		$765K Sell
5,820
-830
-12% -$127K 0.02% 397
2018
Q3 		$1.16M Buy
6,650
+343
+5% +$61.3K 0.03% 307
2018
Q2 		$1.19M Buy
6,307
+326
+5% +$62.4K 0.04% 257
2018
Q1 		$1.03M Sell
5,981
-217
-4% -$38.2K 0.04% 228
2017
Q4 		$1.07M Sell
6,198
-1,668
-21% -$257K 0.05% 220
2017
Q3 		$1.16M Buy
7,866
+10
+0.1% +$1.44K 0.05% 193
2017
Q2 		$1.25M Buy
7,856
+415
+6% +$71K 0.06% 183
2017
Q1 		$1.39M Buy
7,441
+432
+6% +$80.1K 0.08% 167
2016
Q4 		$1.26M Buy
7,009
+401
+6% +$73.5K 0.08% 170
2016
Q3 		$1.23M Buy
6,608
+260
+4% +$44.2K 0.08% 164
2016
Q2 		$960K Sell
6,348
-875
-12% -$137K 0.07% 177
2016
Q1 		$1.02M Buy
7,223
+2,266
+46% +$281K 0.09% 157
2015
Q4 		$622K Buy
4,957
+1,446
+41% +$199K 0.06% 167
2015
Q3 		$427K Buy
+3,511
New +$438K 0.04% 167
2014
Q1 		– Sell
-300
Closed -$55K – 516
2013
Q4 		$55K Sell
300
-3
-1% -$578 0.01% 252
2013
Q3 		$57K Buy
+303
New +$51.5K 0.02% 178

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 $8.74B AUM 14.62% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
WIA
Wetzel Investment Advisors Indianapolis, Indiana $252M AUM 18.78% 1-Year Est. Return

Carson Wealth (CWM LLC)'s PXD Position: Q2 2024 in Review

Carson Wealth (CWM LLC) sold out of Pioneer Natural Resource Co. (PXD) in Q2 2024, closing a stake of 9,040 shares — an estimated $2.37M sold.

Carson Wealth (CWM LLC) first reported a position in PXD in Q3 2013 and held it in 36 quarters. The position peaked at $2.37M in Q1 2024. 14 funds tracked by Wall St. Rank hold PXD as of Q2 2024.

  • Carson Wealth (CWM LLC) reported no remaining Pioneer Natural Resource Co. position as of Q2 2024 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 9,040 Pioneer Natural Resource Co. shares in Q2 2024, an estimated $2.37M.
  • Carson Wealth (CWM LLC) first reported a position in Pioneer Natural Resource Co. in Q3 2013 and held it in 36 quarters.
  • Carson Wealth (CWM LLC)'s Pioneer Natural Resource Co. position peaked at $2.37M in Q1 2024.
  • 14 funds tracked by Wall St. Rank held Pioneer Natural Resource Co. as of Q2 2024.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2024, filed 10 Jul 2024.