KMWM
PXD

Keudell/Morrison Wealth Management’s Pioneer Natural Resource Co. PXD Stock Holding History

Keudell/Morrison 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
-870
Closed -$228K – 216
2024
Q1 		$228K Sell
870
-263
-23% -$61.7K 0.07% 185
2023
Q4 		$255K Sell
1,133
-18
-2% -$4.22K 0.08% 167
2023
Q3 		$264K Buy
1,151
+24
+2% +$5.46K 0.08% 154
2023
Q2 		$233K Buy
+1,127
New +$237K 0.07% 174
2023
Q1 		– Sell
-1,114
Closed -$254K – 196
2022
Q4 		$254K Sell
1,114
-162
-13% -$39.4K 0.08% 157
2022
Q3 		$276K Sell
1,276
-17
-1% -$3.88K 0.1% 143
2022
Q2 		$288K Buy
1,293
+455
+54% +$115K 0.1% 141
2022
Q1 		$210K Sell
838
-328
-28% -$74.1K 0.09% 166
2021
Q4 		$212K Buy
+1,166
New +$215K 0.08% 179

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

Keudell/Morrison Wealth Management's PXD Position: Q2 2024 in Review

Keudell/Morrison Wealth Management sold out of Pioneer Natural Resource Co. (PXD) in Q2 2024, closing a stake of 870 shares — an estimated $228K sold.

Keudell/Morrison Wealth Management first reported a position in PXD in Q4 2021 and held it in 9 quarters. The position peaked at $288K in Q2 2022. 14 funds tracked by Wall St. Rank hold PXD as of Q2 2024.

  • Keudell/Morrison Wealth Management reported no remaining Pioneer Natural Resource Co. position as of Q2 2024 after selling out during the quarter.
  • Keudell/Morrison Wealth Management sold 870 Pioneer Natural Resource Co. shares in Q2 2024, an estimated $228K.
  • Keudell/Morrison Wealth Management first reported a position in Pioneer Natural Resource Co. in Q4 2021 and held it in 9 quarters.
  • Keudell/Morrison Wealth Management's Pioneer Natural Resource Co. position peaked at $288K in Q2 2022.
  • 14 funds tracked by Wall St. Rank held Pioneer Natural Resource Co. as of Q2 2024.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2024, filed 16 Jul 2024.