EWM
PXD

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

Evermay 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
-155
Closed -$40.7K – 635
2024
Q1 		$40.7K Sell
155
-2
-1% -$469 0.01% 366
2023
Q4 		$35.3K Buy
157
+2
+1% +$469 0.01% 354
2023
Q3 		$35.6K Buy
155
+32
+26% +$7.28K 0.01% 331
2023
Q2 		$25.5K Hold
123
– – ﹤0.01% 362
2023
Q1 		$25.1K Hold
123
– – 0.01% 352
2022
Q4 		$28.1K Hold
123
– – 0.01% 341
2022
Q3 		$27K Buy
123
+40
+48% +$9.14K 0.01% 323
2022
Q2 		$19K Hold
83
– – ﹤0.01% 347
2022
Q1 		$21K Hold
83
– – ﹤0.01% 365
2021
Q4 		$15K Hold
83
– – ﹤0.01% 378
2021
Q3 		$14K Sell
83
-360
-81% -$54.5K ﹤0.01% 362
2021
Q2 		$72K Buy
+443
New +$69.6K 0.01% 247

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

Evermay Wealth Management's PXD Position: Q2 2024 in Review

Evermay Wealth Management sold out of Pioneer Natural Resource Co. (PXD) in Q2 2024, closing a stake of 155 shares — an estimated $40.7K sold.

Evermay Wealth Management first reported a position in PXD in Q2 2021 and held it in 12 quarters. The position peaked at $72K in Q2 2021. 14 funds tracked by Wall St. Rank hold PXD as of Q2 2024.

  • Evermay Wealth Management reported no remaining Pioneer Natural Resource Co. position as of Q2 2024 after selling out during the quarter.
  • Evermay Wealth Management sold 155 Pioneer Natural Resource Co. shares in Q2 2024, an estimated $40.7K.
  • Evermay Wealth Management first reported a position in Pioneer Natural Resource Co. in Q2 2021 and held it in 12 quarters.
  • Evermay Wealth Management's Pioneer Natural Resource Co. position peaked at $72K in Q2 2021.
  • 14 funds tracked by Wall St. Rank held Pioneer Natural Resource Co. as of Q2 2024.

Based on Evermay Wealth Management's 13F filing for Q2 2024, filed 1 Aug 2024.