HT
PXD

Heritage Trust’s Pioneer Natural Resource Co. PXD Stock Holding History

Heritage Trust’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
-818
Closed -$215K – 295
2024
Q1 		$215K Sell
818
-3,024
-79% -$709K 0.03% 271
2023
Q4 		$864K Buy
3,842
+380
+11% +$89.1K 0.12% 152
2023
Q3 		$795K Sell
3,462
-53
-2% -$12.1K 0.12% 147
2023
Q2 		$728K Sell
3,515
-60
-2% -$12.6K 0.11% 154
2023
Q1 		$730K Buy
3,575
+253
+8% +$54.4K 0.11% 147
2022
Q4 		$759K Buy
3,322
+145
+5% +$35.3K 0.12% 148
2022
Q3 		$688K Buy
3,177
+82
+3% +$18.7K 0.12% 144
2022
Q2 		$690K Buy
3,095
+191
+7% +$48.5K 0.11% 156
2022
Q1 		$725K Sell
2,904
-20
-0.7% -$4.52K 0.1% 153
2021
Q4 		$531K Hold
2,924
– – 0.07% 182
2021
Q3 		$486K Buy
2,924
+50
+2% +$7.57K 0.07% 180
2021
Q2 		$467K Buy
2,874
+3
+0.1% +$471 0.07% 183
2021
Q1 		$456K Buy
+2,871
New +$408K 0.07% 179
2018
Q1 		– Sell
-31
Closed -$5K – 410
2017
Q4 		$5K Hold
31
– – ﹤0.01% 330
2017
Q3 		$5K Buy
+31
New +$4.46K ﹤0.01% 332

Other funds holding PXD

ECM
Everence Capital Management Goshen, Indiana $1.9B AUM 39.77% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 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 $1.15T AUM 47.82% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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

Heritage Trust's PXD Position: Q2 2024 in Review

Heritage Trust sold out of Pioneer Natural Resource Co. (PXD) in Q2 2024, closing a stake of 818 shares — an estimated $215K sold.

Heritage Trust first reported a position in PXD in Q3 2017 and held it in 15 quarters. The position peaked at $864K in Q4 2023. 14 funds tracked by Wall St. Rank hold PXD as of Q2 2024.

  • Heritage Trust reported no remaining Pioneer Natural Resource Co. position as of Q2 2024 after selling out during the quarter.
  • Heritage Trust sold 818 Pioneer Natural Resource Co. shares in Q2 2024, an estimated $215K.
  • Heritage Trust first reported a position in Pioneer Natural Resource Co. in Q3 2017 and held it in 15 quarters.
  • Heritage Trust's Pioneer Natural Resource Co. position peaked at $864K in Q4 2023.
  • 14 funds tracked by Wall St. Rank held Pioneer Natural Resource Co. as of Q2 2024.

Based on Heritage Trust's 13F filing for Q2 2024, filed 12 Aug 2024.