ERWM
PXD

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

Elk River 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
-28,011
Closed -$7.35M – 100
2024
Q1 		$7.35M Sell
28,011
-4,556
-14% -$1.07M 1.5% 19
2023
Q4 		$7.32M Buy
32,567
+175
+0.5% +$41K 1.41% 24
2023
Q3 		$7.44M Buy
32,392
+2,828
+10% +$644K 1.65% 18
2023
Q2 		$6.13M Sell
29,564
-726
-2% -$153K 1.31% 26
2023
Q1 		$6.19M Buy
30,290
+1,684
+6% +$362K 1.4% 24
2022
Q4 		$6.53M Buy
28,606
+586
+2% +$143K 1.58% 20
2022
Q3 		$6.07M Buy
28,020
+1,323
+5% +$302K 1.6% 19
2022
Q2 		$5.96M Buy
26,697
+11,234
+73% +$2.85M 1.51% 20
2022
Q1 		$3.87M Buy
15,463
+900
+6% +$203K 0.84% 39
2021
Q4 		$2.66M Buy
14,563
+456
+3% +$83.9K 0.6% 48
2021
Q3 		$2.36M Buy
14,107
+545
+4% +$82.5K 0.6% 49
2021
Q2 		$2.21M Buy
13,562
+341
+3% +$53.6K 0.57% 51
2021
Q1 		$2.11M Buy
13,221
+1,577
+14% +$224K 0.6% 51
2020
Q4 		$1.33M Buy
+11,644
New +$1.13M 0.44% 57

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 $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

Elk River Wealth Management's PXD Position: Q2 2024 in Review

Elk River Wealth Management sold out of Pioneer Natural Resource Co. (PXD) in Q2 2024, closing a stake of 28,011 shares — an estimated $7.35M sold.

Elk River Wealth Management first reported a position in PXD in Q4 2020 and held it in 14 quarters. The position peaked at $7.44M in Q3 2023. 14 funds tracked by Wall St. Rank hold PXD as of Q2 2024.

  • Elk River Wealth Management reported no remaining Pioneer Natural Resource Co. position as of Q2 2024 after selling out during the quarter.
  • Elk River Wealth Management sold 28,011 Pioneer Natural Resource Co. shares in Q2 2024, an estimated $7.35M.
  • Elk River Wealth Management first reported a position in Pioneer Natural Resource Co. in Q4 2020 and held it in 14 quarters.
  • Elk River Wealth Management's Pioneer Natural Resource Co. position peaked at $7.44M in Q3 2023.
  • 14 funds tracked by Wall St. Rank held Pioneer Natural Resource Co. as of Q2 2024.

Based on Elk River Wealth Management's 13F filing for Q2 2024, filed 31 Jul 2024.