EWA
PXD

EP Wealth Advisors’s Pioneer Natural Resource Co. PXD Stock Holding History

EP Wealth Advisors’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
-1,150
Closed -$302K – 896
2024
Q1 		$302K Sell
1,150
-380
-25% -$89.1K ﹤0.01% 625
2023
Q4 		$344K Buy
1,530
+29
+2% +$6.8K ﹤0.01% 578
2023
Q3 		$345K Sell
1,501
-1,000
-40% -$228K 0.01% 533
2023
Q2 		$327K Buy
+2,501
New +$526K ﹤0.01% 545
2023
Q1 		– Sell
-20,493
Closed -$4.68M – 722
2022
Q4 		$4.68M Buy
+20,493
New +$4.99M 0.08% 130
2022
Q3 		– Sell
-1,590
Closed -$355K – 667
2022
Q2 		$355K Buy
1,590
+774
+95% +$196K 0.01% 447
2022
Q1 		$204K Buy
+816
New +$184K ﹤0.01% 571
2020
Q1 		– Sell
-2,734
Closed -$414K – 439
2019
Q4 		$414K Hold
2,734
– – 0.02% 296
2019
Q3 		$344K Sell
2,734
-664
-20% -$87.8K 0.02% 258
2019
Q2 		$523K Sell
3,398
-613
-15% -$94K 0.03% 190
2019
Q1 		$611K Sell
4,011
-6,436
-62% -$908K 0.06% 153
2018
Q4 		$1.37M Sell
10,447
-1,842
-15% -$281K 0.11% 104
2018
Q3 		$2.14M Sell
12,289
-214
-2% -$38.3K 0.17% 70
2018
Q2 		$2.37M Sell
12,503
-124
-1% -$23.8K 0.22% 58
2018
Q1 		$2.17M Buy
+12,627
New +$2.22M 0.21% 64

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 $4.82B AUM 20.19% 1-Year Est. Return
WIA
Wetzel Investment Advisors Indianapolis, Indiana $252M AUM 18.78% 1-Year Est. Return

EP Wealth Advisors's PXD Position: Q2 2024 in Review

EP Wealth Advisors sold out of Pioneer Natural Resource Co. (PXD) in Q2 2024, closing a stake of 1,150 shares — an estimated $302K sold.

EP Wealth Advisors first reported a position in PXD in Q1 2018 and held it in 15 quarters. The position peaked at $4.68M in Q4 2022. 14 funds tracked by Wall St. Rank hold PXD as of Q2 2024.

  • EP Wealth Advisors reported no remaining Pioneer Natural Resource Co. position as of Q2 2024 after selling out during the quarter.
  • EP Wealth Advisors sold 1,150 Pioneer Natural Resource Co. shares in Q2 2024, an estimated $302K.
  • EP Wealth Advisors first reported a position in Pioneer Natural Resource Co. in Q1 2018 and held it in 15 quarters.
  • EP Wealth Advisors's Pioneer Natural Resource Co. position peaked at $4.68M in Q4 2022.
  • 14 funds tracked by Wall St. Rank held Pioneer Natural Resource Co. as of Q2 2024.

Based on EP Wealth Advisors's 13F filing for Q2 2024, filed 19 Aug 2024.