JPWM
PXD

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

Jamison Private 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
-228
Closed -$59.9K – 543
2024
Q1 		$59.9K Buy
228
+5
+2% +$1.17K 0.01% 246
2023
Q4 		$50.1K Hold
223
– – 0.01% 236
2023
Q3 		$51.2K Buy
+223
New +$50.8K 0.01% 225

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

Jamison Private Wealth Management's PXD Position: Q2 2024 in Review

Jamison Private Wealth Management sold out of Pioneer Natural Resource Co. (PXD) in Q2 2024, closing a stake of 228 shares — an estimated $59.9K sold.

Jamison Private Wealth Management first reported a position in PXD in Q3 2023 and held it in 3 quarters. The position peaked at $59.9K in Q1 2024. 14 funds tracked by Wall St. Rank hold PXD as of Q2 2024.

  • Jamison Private Wealth Management reported no remaining Pioneer Natural Resource Co. position as of Q2 2024 after selling out during the quarter.
  • Jamison Private Wealth Management sold 228 Pioneer Natural Resource Co. shares in Q2 2024, an estimated $59.9K.
  • Jamison Private Wealth Management first reported a position in Pioneer Natural Resource Co. in Q3 2023 and held it in 3 quarters.
  • Jamison Private Wealth Management's Pioneer Natural Resource Co. position peaked at $59.9K in Q1 2024.
  • 14 funds tracked by Wall St. Rank held Pioneer Natural Resource Co. as of Q2 2024.

Based on Jamison Private Wealth Management's 13F filing for Q2 2024, filed 11 Jul 2024.