Evercore Wealth Management’s Pioneer Natural Resource Co. PXD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,021
| Closed | -$230K | – | 449 |
|
|
2023
Q4 | $230K | Buy |
+1,021
| New | +$239K | ﹤0.01% | 390 |
|
|
2023
Q3 | – | Sell |
-1,775
| Closed | -$368K | – | 431 |
|
|
2023
Q2 | $368K | Sell |
1,775
-16
| -0.9% | -$3.37K | 0.01% | 308 |
|
|
2023
Q1 | $366K | Sell |
1,791
-74
| -4% | -$15.9K | 0.01% | 301 |
|
|
2022
Q4 | $426K | Buy |
1,865
+88
| +5% | +$21.4K | 0.01% | 286 |
|
|
2022
Q3 | $385K | Buy |
1,777
+2
| +0.1% | +$457 | 0.01% | 281 |
|
|
2022
Q2 | $396K | Sell |
1,775
-170
| -9% | -$43.1K | 0.01% | 283 |
|
|
2022
Q1 | $487K | Sell |
1,945
-430
| -18% | -$97.2K | 0.01% | 287 |
|
|
2021
Q4 | $432K | Sell |
2,375
-600
| -20% | -$110K | 0.01% | 306 |
|
|
2021
Q3 | $495K | Sell |
2,975
-267
| -8% | -$40.4K | 0.01% | 287 |
|
|
2021
Q2 | $527K | Sell |
3,242
-515
| -14% | -$80.9K | 0.01% | 284 |
|
|
2021
Q1 | $597K | Sell |
3,757
-907
| -19% | -$129K | 0.01% | 273 |
|
|
2020
Q4 | $531K | Sell |
4,664
-1,302
| -22% | -$127K | 0.01% | 279 |
|
|
2020
Q3 | $513K | Hold |
5,966
| – | – | 0.01% | 258 |
|
|
2020
Q2 | $583K | Buy |
5,966
+206
| +4% | +$18.2K | 0.02% | 247 |
|
|
2020
Q1 | $404K | Sell |
5,760
-206
| -3% | -$24.5K | 0.01% | 262 |
|
|
2019
Q4 | $903K | Hold |
5,966
| – | – | 0.02% | 217 |
|
|
2019
Q3 | $750K | Sell |
5,966
-75
| -1% | -$9.92K | 0.02% | 235 |
|
|
2019
Q2 | $930K | Buy |
6,041
+9
| +0.1% | +$1.38K | 0.03% | 214 |
|
|
2019
Q1 | $918K | Buy |
6,032
+239
| +4% | +$33.7K | 0.03% | 206 |
|
|
2018
Q4 | $762K | Buy |
5,793
+183
| +3% | +$28K | 0.03% | 207 |
|
|
2018
Q3 | $977K | Buy |
5,610
+225
| +4% | +$40.2K | 0.03% | 201 |
|
|
2018
Q2 | $1.02M | Sell |
5,385
-375
| -7% | -$71.8K | 0.03% | 198 |
|
|
2018
Q1 | $989K | Hold |
5,760
| – | – | 0.04% | 184 |
|
|
2017
Q4 | $996K | Hold |
5,760
| – | – | 0.04% | 190 |
|
|
2017
Q3 | $850K | Sell |
5,760
-105
| -2% | -$15.1K | 0.03% | 190 |
|
|
2017
Q2 | $936K | Buy |
5,865
+105
| +2% | +$18K | 0.04% | 190 |
|
|
2017
Q1 | $1.07M | Sell |
5,760
-12
| -0.2% | -$2.23K | 0.04% | 174 |
|
|
2016
Q4 | $1.04M | Buy |
5,772
+3,417
| +145% | +$626K | 0.04% | 174 |
|
|
2016
Q3 | $438K | Sell |
2,355
-25
| -1% | -$4.25K | 0.02% | 261 |
|
|
2016
Q2 | $360K | Hold |
2,380
| – | – | 0.02% | 282 |
|
|
2016
Q1 | $335K | Hold |
2,380
| – | – | 0.01% | 294 |
|
|
2015
Q4 | $298K | Sell |
2,380
-3,714
| -61% | -$510K | 0.01% | 314 |
|
|
2015
Q3 | $742K | Buy |
6,094
+5,500
| +926% | +$685K | 0.04% | 211 |
|
|
2015
Q2 | $82K | Sell |
594
-215
| -27% | -$34.1K | ﹤0.01% | 554 |
|
|
2015
Q1 | $132K | Sell |
809
-75
| -8% | -$11.5K | 0.01% | 483 |
|
|
2014
Q4 | $132K | Buy |
884
+220
| +33% | +$36.3K | 0.01% | 418 |
|
|
2014
Q3 | $131K | Buy |
664
+75
| +13% | +$15.9K | 0.01% | 469 |
|
|
2014
Q2 | $135K | Hold |
589
| – | – | 0.01% | 460 |
|
|
2014
Q1 | $110K | Hold |
589
| – | – | 0.01% | 468 |
|
|
2013
Q4 | $109K | Buy |
589
+110
| +23% | +$21.2K | 0.01% | 446 |
|
|
2013
Q3 | $90K | Buy |
479
+29
| +6% | +$4.93K | 0.01% | 502 |
|
|
2013
Q2 | $65K | Buy |
+450
| New | +$60.1K | ﹤0.01% | 535 |
|
Other funds holding PXD
Evercore Wealth Management's PXD Position: Q1 2024 in Review
Evercore Wealth Management sold out of Pioneer Natural Resource Co. (PXD) in Q1 2024, closing a stake of 1,021 shares — an estimated $230K sold.
Evercore Wealth Management first reported a position in PXD in Q2 2013 and held it in 42 quarters. The position peaked at $1.07M in Q1 2017. 1,295 funds tracked by Wall St. Rank hold PXD as of Q1 2024.
- Evercore Wealth Management reported no remaining Pioneer Natural Resource Co. position as of Q1 2024 after selling out during the quarter.
- Evercore Wealth Management sold 1,021 Pioneer Natural Resource Co. shares in Q1 2024, an estimated $230K.
- Evercore Wealth Management first reported a position in Pioneer Natural Resource Co. in Q2 2013 and held it in 42 quarters.
- Evercore Wealth Management's Pioneer Natural Resource Co. position peaked at $1.07M in Q1 2017.
- 1,295 funds tracked by Wall St. Rank held Pioneer Natural Resource Co. as of Q1 2024.
Based on Evercore Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.