CWM
PXD

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

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 $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

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.