LGWM
PXD

Litman Gregory Wealth Management’s Pioneer Natural Resource Co. PXD Stock Holding History

Litman Gregory 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
2023
Q2 		– Sell
-1,073
Closed -$219K – 113
2023
Q1 		$219K Buy
+1,073
New +$231K 0.08% 37

Other funds holding PXD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Litman Gregory Wealth Management's PXD Position: Q2 2023 in Review

Litman Gregory Wealth Management sold out of Pioneer Natural Resource Co. (PXD) in Q2 2023, closing a stake of 1,073 shares — an estimated $219K sold.

Litman Gregory Wealth Management first reported a position in PXD in Q1 2023 and held it in 1 quarter. The position peaked at $219K in Q1 2023. 1,288 funds tracked by Wall St. Rank hold PXD as of Q2 2023.

  • Litman Gregory Wealth Management reported no remaining Pioneer Natural Resource Co. position as of Q2 2023 after selling out during the quarter.
  • Litman Gregory Wealth Management sold 1,073 Pioneer Natural Resource Co. shares in Q2 2023, an estimated $219K.
  • Litman Gregory Wealth Management first reported a position in Pioneer Natural Resource Co. in Q1 2023 and held it in 1 quarter.
  • Litman Gregory Wealth Management's Pioneer Natural Resource Co. position peaked at $219K in Q1 2023.
  • 1,288 funds tracked by Wall St. Rank held Pioneer Natural Resource Co. as of Q2 2023.

Based on Litman Gregory Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.