EWA
PXD

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

Exencial 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
-1,065
Closed -$280K – 514
2024
Q1 		$280K Buy
1,065
+59
+6% +$13.8K 0.01% 441
2023
Q4 		$226K Buy
+1,006
New +$236K 0.01% 458
2023
Q2 		– Sell
-1,007
Closed -$206K – 457
2023
Q1 		$206K Sell
1,007
-574
-36% -$123K 0.01% 403
2022
Q4 		$361K Buy
+1,581
New +$385K 0.02% 338
2022
Q2 		– Sell
-813
Closed -$203K – 474
2022
Q1 		$203K Buy
+813
New +$184K 0.01% 435
2021
Q3 		– Sell
-1,291
Closed -$210K – 478
2021
Q2 		$210K Sell
1,291
-153
-11% -$24K 0.01% 426
2021
Q1 		$229K Buy
+1,444
New +$205K 0.01% 397
2020
Q1 		– Sell
-19,783
Closed -$3M – 283
2019
Q4 		$3M Buy
19,783
+2,786
+16% +$371K 0.52% 73
2019
Q3 		$2.14M Sell
16,997
-119
-0.7% -$15.7K 0.46% 74
2019
Q2 		$2.63M Sell
17,116
-460
-3% -$70.5K 0.61% 58
2019
Q1 		$2.68M Sell
17,576
-2,387
-12% -$337K 0.64% 59
2018
Q4 		$2.63M Sell
19,963
-802
-4% -$123K 0.7% 53
2018
Q3 		$3.62M Buy
20,765
+554
+3% +$99.1K 0.84% 40
2018
Q2 		$3.83M Buy
20,211
+494
+3% +$94.6K 1.07% 31
2018
Q1 		$3.39M Buy
19,717
+727
+4% +$128K 1.01% 35
2017
Q4 		$3.28M Buy
18,990
+4,783
+34% +$737K 0.99% 37
2017
Q3 		$2.1M Buy
14,207
+1,535
+12% +$221K 0.69% 50
2017
Q2 		$2.02M Buy
12,672
+850
+7% +$145K 0.83% 44
2017
Q1 		$2.07M Buy
11,822
+1,160
+11% +$215K 0.9% 42
2016
Q4 		$1.92M Buy
10,662
+1,330
+14% +$244K 0.81% 45
2016
Q3 		$1.67M Buy
+9,332
New +$1.59M 0.74% 47

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 $252M AUM 18.78% 1-Year Est. Return

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

Exencial Wealth Advisors sold out of Pioneer Natural Resource Co. (PXD) in Q2 2024, closing a stake of 1,065 shares — an estimated $280K sold.

Exencial Wealth Advisors first reported a position in PXD in Q3 2016 and held it in 21 quarters. The position peaked at $3.83M in Q2 2018. 14 funds tracked by Wall St. Rank hold PXD as of Q2 2024.

  • Exencial Wealth Advisors reported no remaining Pioneer Natural Resource Co. position as of Q2 2024 after selling out during the quarter.
  • Exencial Wealth Advisors sold 1,065 Pioneer Natural Resource Co. shares in Q2 2024, an estimated $280K.
  • Exencial Wealth Advisors first reported a position in Pioneer Natural Resource Co. in Q3 2016 and held it in 21 quarters.
  • Exencial Wealth Advisors's Pioneer Natural Resource Co. position peaked at $3.83M in Q2 2018.
  • 14 funds tracked by Wall St. Rank held Pioneer Natural Resource Co. as of Q2 2024.

Based on Exencial Wealth Advisors's 13F filing for Q2 2024, filed 12 Aug 2024.