Center for Financial Planning’s Pioneer Natural Resource Co. PXD Stock Holding History

Center for Financial Planning’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	-40	Closed	-$10.5K	–	633
2024 Q1	$10.5K	Buy	40 +4	+11%	+$938	﹤0.01%	401
2023 Q4	$8.1K	Sell	36 -897	-96%	-$210K	﹤0.01%	395
2023 Q3	$214K	Buy	933 +21	+2%	+$4.78K	0.05%	130
2023 Q2	$189K	Hold	912	–	–	0.04%	134
2023 Q1	$186K	Sell	912 -764	-46%	-$164K	0.04%	132
2022 Q4	$383K	Buy	1,676 +176	+12%	+$42.8K	0.09%	88
2022 Q3	$325K	Sell	1,500 -6	-0.4%	-$1.37K	0.09%	90
2022 Q2	$336K	Hold	1,506	–	–	0.09%	93
2022 Q1	$377K	Hold	1,506	–	–	0.08%	95
2021 Q4	$274K	Buy	1,506 +6	+0.4%	+$1.1K	0.06%	113
2021 Q3	$250K	Hold	1,500	–	–	0.06%	110
2021 Q2	$244K	Hold	1,500	–	–	0.06%	114
2021 Q1	$238K	Buy	1,500 +610	+69%	+$86.6K	0.06%	111
2020 Q4	$101K	Hold	890	–	–	0.03%	149
2020 Q3	$77K	Buy	890 +3	+0.3%	+$295	0.02%	159
2020 Q2	$87K	Sell	887 -250	-22%	-$22K	0.03%	145
2020 Q1	$80K	Hold	1,137	–	–	0.03%	144
2019 Q4	$172K	Buy	+1,137	New	+$151K	0.04%	111

Other funds holding PXD

ECM

Everence Capital Management Goshen, Indiana $1.9B AUM 39.77% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Pinnacle Financial Partners (Tennessee) Nashville, Tennessee $4.18B AUM 16.01% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Brooklyn Investment Group Brooklyn, New York $3.2B AUM 26.32% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Center for Financial Planning's PXD Position: Q2 2024 in Review

Center for Financial Planning sold out of Pioneer Natural Resource Co. (PXD) in Q2 2024, closing a stake of 40 shares — an estimated $10.5K sold.

Center for Financial Planning first reported a position in PXD in Q4 2019 and held it in 18 quarters. The position peaked at $383K in Q4 2022. 14 funds tracked by Wall St. Rank hold PXD as of Q2 2024.

Center for Financial Planning reported no remaining Pioneer Natural Resource Co. position as of Q2 2024 after selling out during the quarter.
Center for Financial Planning sold 40 Pioneer Natural Resource Co. shares in Q2 2024, an estimated $10.5K.
Center for Financial Planning first reported a position in Pioneer Natural Resource Co. in Q4 2019 and held it in 18 quarters.
Center for Financial Planning's Pioneer Natural Resource Co. position peaked at $383K in Q4 2022.
14 funds tracked by Wall St. Rank held Pioneer Natural Resource Co. as of Q2 2024.

Based on Center for Financial Planning's 13F filing for Q2 2024, filed 18 Jul 2024.