CPW
PXD

Crestmont Private Wealth’s Pioneer Natural Resource Co. PXD Stock Holding History

Crestmont Private Wealth’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
-863
Closed -$227K – 89
2024
Q1 		$227K Buy
+863
New +$202K 0.11% 57
2022
Q4 		– Sell
-998
Closed -$216K – 47
2022
Q3 		$216K Sell
998
-40
-4% -$9.14K 0.16% 22
2022
Q2 		$232K Buy
1,038
+43
+4% +$10.9K 0.23% 20
2022
Q1 		$249K Sell
995
-75
-7% -$17K 0.24% 17
2021
Q4 		$195K Buy
+1,070
New +$197K 0.18% 18

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

Crestmont Private Wealth's PXD Position: Q2 2024 in Review

Crestmont Private Wealth sold out of Pioneer Natural Resource Co. (PXD) in Q2 2024, closing a stake of 863 shares — an estimated $227K sold.

Crestmont Private Wealth first reported a position in PXD in Q4 2021 and held it in 5 quarters. The position peaked at $249K in Q1 2022. 14 funds tracked by Wall St. Rank hold PXD as of Q2 2024.

  • Crestmont Private Wealth reported no remaining Pioneer Natural Resource Co. position as of Q2 2024 after selling out during the quarter.
  • Crestmont Private Wealth sold 863 Pioneer Natural Resource Co. shares in Q2 2024, an estimated $227K.
  • Crestmont Private Wealth first reported a position in Pioneer Natural Resource Co. in Q4 2021 and held it in 5 quarters.
  • Crestmont Private Wealth's Pioneer Natural Resource Co. position peaked at $249K in Q1 2022.
  • 14 funds tracked by Wall St. Rank held Pioneer Natural Resource Co. as of Q2 2024.

Based on Crestmont Private Wealth's 13F filing for Q2 2024, filed 15 Jul 2024.