CSWM
PXD

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

Cassady Schiller 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
-51
Closed -$13.4K – 502
2024
Q1 		$13.4K Hold
51
– – 0.01% 318
2023
Q4 		$11.5K Hold
51
– – 0.01% 315
2023
Q3 		$11.7K Hold
51
– – 0.01% 320
2023
Q2 		$10.6K Buy
+51
New +$10.7K 0.01% 334
2022
Q1 		– Sell
-2
Closed – – 637
2021
Q4 		$0 Buy
+2
New +$368 ﹤0.01% 659

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 $5.54B AUM 27.43% 1-Year Est. Return
WIA
Wetzel Investment Advisors Indianapolis, Indiana $252M AUM 18.78% 1-Year Est. Return

Cassady Schiller Wealth Management's PXD Position: Q2 2024 in Review

Cassady Schiller Wealth Management sold out of Pioneer Natural Resource Co. (PXD) in Q2 2024, closing a stake of 51 shares — an estimated $13.4K sold.

Cassady Schiller Wealth Management first reported a position in PXD in Q4 2021 and held it in 5 quarters. The position peaked at $13.4K in Q1 2024. 14 funds tracked by Wall St. Rank hold PXD as of Q2 2024.

  • Cassady Schiller Wealth Management reported no remaining Pioneer Natural Resource Co. position as of Q2 2024 after selling out during the quarter.
  • Cassady Schiller Wealth Management sold 51 Pioneer Natural Resource Co. shares in Q2 2024, an estimated $13.4K.
  • Cassady Schiller Wealth Management first reported a position in Pioneer Natural Resource Co. in Q4 2021 and held it in 5 quarters.
  • Cassady Schiller Wealth Management's Pioneer Natural Resource Co. position peaked at $13.4K in Q1 2024.
  • 14 funds tracked by Wall St. Rank held Pioneer Natural Resource Co. as of Q2 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q2 2024, filed 12 Aug 2024.