LSPW
PXD

Lake Street Private Wealth’s Pioneer Natural Resource Co. PXD Stock Holding History

Lake Street Private Wealth’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
-18,785
Closed -$4.93M – 336
2024
Q1 		$4.93M Buy
18,785
+1,791
+11% +$420K 0.68% 35
2023
Q4 		$3.82M Sell
16,994
-1,237
-7% -$290K 0.6% 44
2023
Q3 		$4.27M Buy
18,231
+696
+4% +$158K 0.77% 29
2023
Q2 		$3.63M Sell
17,535
-66
-0.4% -$13.9K 0.64% 40
2023
Q1 		$3.59M Buy
17,601
+3,361
+24% +$722K 0.67% 40
2022
Q4 		$3.25M Buy
14,240
+567
+4% +$138K 0.67% 43
2022
Q3 		$2.96M Sell
13,673
-68
-0.5% -$15.5K 0.68% 40
2022
Q2 		$3.06M Sell
13,741
-331
-2% -$84K 0.65% 47
2022
Q1 		$3.52M Buy
14,072
+1,172
+9% +$265K 0.63% 39
2021
Q4 		$2.35M Buy
+12,900
New +$2.37M 0.41% 67

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

Lake Street Private Wealth's PXD Position: Q2 2024 in Review

Lake Street Private Wealth sold out of Pioneer Natural Resource Co. (PXD) in Q2 2024, closing a stake of 18,785 shares — an estimated $4.93M sold.

Lake Street Private Wealth first reported a position in PXD in Q4 2021 and held it in 10 quarters. The position peaked at $4.93M in Q1 2024. 14 funds tracked by Wall St. Rank hold PXD as of Q2 2024.

  • Lake Street Private Wealth reported no remaining Pioneer Natural Resource Co. position as of Q2 2024 after selling out during the quarter.
  • Lake Street Private Wealth sold 18,785 Pioneer Natural Resource Co. shares in Q2 2024, an estimated $4.93M.
  • Lake Street Private Wealth first reported a position in Pioneer Natural Resource Co. in Q4 2021 and held it in 10 quarters.
  • Lake Street Private Wealth's Pioneer Natural Resource Co. position peaked at $4.93M in Q1 2024.
  • 14 funds tracked by Wall St. Rank held Pioneer Natural Resource Co. as of Q2 2024.

Based on Lake Street Private Wealth's 13F filing for Q2 2024, filed 12 Jul 2024.