FFM
PXD

Forum Financial Management’s Pioneer Natural Resource Co. PXD Stock Holding History

Forum Financial 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
-2,396
Closed -$629K – 781
2024
Q1 		$629K Sell
2,396
-155
-6% -$36.3K 0.01% 268
2023
Q4 		$574K Sell
2,551
-21
-0.8% -$4.92K 0.01% 257
2023
Q3 		$590K Buy
2,572
+12
+0.5% +$2.73K 0.01% 243
2023
Q2 		$530K Buy
2,560
+13
+0.5% +$2.74K 0.01% 280
2023
Q1 		$520K Buy
2,547
+33
+1% +$7.09K 0.02% 256
2022
Q4 		$574K Buy
2,514
+115
+5% +$28K 0.02% 225
2022
Q3 		$519K Sell
2,399
-17
-0.7% -$3.88K 0.03% 214
2022
Q2 		$539K Hold
2,416
– – 0.03% 217
2022
Q1 		$604K Buy
2,416
+692
+40% +$156K 0.03% 209
2021
Q4 		$314K Buy
+1,724
New +$317K 0.02% 397

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

Forum Financial Management's PXD Position: Q2 2024 in Review

Forum Financial Management sold out of Pioneer Natural Resource Co. (PXD) in Q2 2024, closing a stake of 2,396 shares — an estimated $629K sold.

Forum Financial Management first reported a position in PXD in Q4 2021 and held it in 10 quarters. The position peaked at $629K in Q1 2024. 14 funds tracked by Wall St. Rank hold PXD as of Q2 2024.

  • Forum Financial Management reported no remaining Pioneer Natural Resource Co. position as of Q2 2024 after selling out during the quarter.
  • Forum Financial Management sold 2,396 Pioneer Natural Resource Co. shares in Q2 2024, an estimated $629K.
  • Forum Financial Management first reported a position in Pioneer Natural Resource Co. in Q4 2021 and held it in 10 quarters.
  • Forum Financial Management's Pioneer Natural Resource Co. position peaked at $629K in Q1 2024.
  • 14 funds tracked by Wall St. Rank held Pioneer Natural Resource Co. as of Q2 2024.

Based on Forum Financial Management's 13F filing for Q2 2024, filed 30 Jul 2024.