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

Congress 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	-50,935	Closed	-$13.4M	–	749
2024 Q1	$13.4M	Buy	50,935 +1,736	+4%	+$407K	0.23%	131
2023 Q4	$11.1M	Sell	49,199 -6,987	-12%	-$1.64M	0.2%	142
2023 Q3	$12.9M	Buy	56,186 +2,701	+5%	+$615K	0.27%	103
2023 Q2	$11.1M	Buy	53,485 +742	+1%	+$156K	0.26%	121
2023 Q1	$10.8M	Buy	52,743 +306	+0.6%	+$65.8K	0.26%	119
2022 Q4	$12M	Sell	52,437 -853	-2%	-$208K	0.31%	87
2022 Q3	$11.5M	Buy	53,290 +1,142	+2%	+$261K	0.31%	80
2022 Q2	$11.6M	Sell	52,148 -7,183	-12%	-$1.82M	0.3%	87
2022 Q1	$14.8M	Sell	59,331 -524	-0.9%	-$118K	0.32%	74
2021 Q4	$10.9M	Buy	+59,855	New	+$11M	0.22%	136

Other funds holding PXD

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 $9.5B AUM 13.02% 1-Year Est. Return

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

Congress Wealth Management's PXD Position: Q2 2024 in Review

Congress Wealth Management sold out of Pioneer Natural Resource Co. (PXD) in Q2 2024, closing a stake of 50,935 shares — an estimated $13.4M sold.

Congress Wealth Management first reported a position in PXD in Q4 2021 and held it in 10 quarters. The position peaked at $14.8M in Q1 2022. 14 funds tracked by Wall St. Rank hold PXD as of Q2 2024.

Congress Wealth Management reported no remaining Pioneer Natural Resource Co. position as of Q2 2024 after selling out during the quarter.
Congress Wealth Management sold 50,935 Pioneer Natural Resource Co. shares in Q2 2024, an estimated $13.4M.
Congress Wealth Management first reported a position in Pioneer Natural Resource Co. in Q4 2021 and held it in 10 quarters.
Congress Wealth Management's Pioneer Natural Resource Co. position peaked at $14.8M in Q1 2022.
14 funds tracked by Wall St. Rank held Pioneer Natural Resource Co. as of Q2 2024.

Based on Congress Wealth Management's 13F filing for Q2 2024, filed 14 Aug 2024.