CFFP
PXD

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

SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 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 $11.5B AUM 18.82% 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

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.