FSWA
PXD

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

Financial Synergies 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
-4
Closed -$1.05K – 507
2024
Q1 		$1.05K Hold
4
– – ﹤0.01% 400
2023
Q4 		$914 Hold
4
– – ﹤0.01% 337
2023
Q3 		$919 Hold
4
– – ﹤0.01% 386
2023
Q2 		$829 Hold
4
– – ﹤0.01% 399
2023
Q1 		$817 Hold
4
– – ﹤0.01% 393
2022
Q4 		$914 Sell
4
-1,205
-100% -$293K ﹤0.01% 337
2022
Q3 		$262K Buy
1,209
+620
+105% +$142K 0.05% 62
2022
Q2 		$131K Buy
+589
New +$149K 0.02% 74

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

Financial Synergies Wealth Advisors's PXD Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Pioneer Natural Resource Co. (PXD) in Q2 2024, closing a stake of 4 shares — an estimated $1.05K sold.

Financial Synergies Wealth Advisors first reported a position in PXD in Q2 2022 and held it in 8 quarters. The position peaked at $262K in Q3 2022. 14 funds tracked by Wall St. Rank hold PXD as of Q2 2024.

  • Financial Synergies Wealth Advisors reported no remaining Pioneer Natural Resource Co. position as of Q2 2024 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 4 Pioneer Natural Resource Co. shares in Q2 2024, an estimated $1.05K.
  • Financial Synergies Wealth Advisors first reported a position in Pioneer Natural Resource Co. in Q2 2022 and held it in 8 quarters.
  • Financial Synergies Wealth Advisors's Pioneer Natural Resource Co. position peaked at $262K in Q3 2022.
  • 14 funds tracked by Wall St. Rank held Pioneer Natural Resource Co. as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.