LWM
PXD

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

Lyell 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
-1,526
Closed -$401K – 207
2024
Q1 		$401K Sell
1,526
-22
-1% -$5.16K 0.04% 149
2023
Q4 		$348K Hold
1,548
– – 0.04% 154
2023
Q3 		$355K Sell
1,548
-140
-8% -$31.9K 0.05% 140
2023
Q2 		$350K Sell
1,688
-49
-3% -$10.3K 0.04% 149
2023
Q1 		$355K Buy
1,737
+19
+1% +$4.08K 0.05% 157
2022
Q4 		$392K Sell
1,718
-51
-3% -$12.4K 0.06% 147
2022
Q3 		$383K Buy
1,769
+45
+3% +$10.3K 0.07% 144
2022
Q2 		$385K Sell
1,724
-12
-0.7% -$3.04K 0.06% 148
2022
Q1 		$434K Buy
1,736
+221
+15% +$50K 0.06% 143
2021
Q4 		$276K Hold
1,515
– – 0.03% 167
2021
Q3 		$253K Hold
1,515
– – 0.03% 166
2021
Q2 		$247K Buy
1,515
+5
+0.3% +$786 0.03% 169
2021
Q1 		$241K Buy
+1,510
New +$214K 0.04% 159
2020
Q1 		– Sell
-2,910
Closed -$442K – 137
2019
Q4 		$442K Sell
2,910
-1,611
-36% -$214K 0.12% 87
2019
Q3 		$571K Sell
4,521
-7,940
-64% -$1.05M 0.17% 80
2019
Q2 		$1.92M Buy
12,461
+1,768
+17% +$271K 0.58% 54
2019
Q1 		$1.63M Buy
10,693
+1,696
+19% +$239K 0.54% 58
2018
Q4 		$1.18M Sell
8,997
-6,944
-44% -$1.06M 0.49% 59
2018
Q3 		$2.78M Buy
15,941
+4,677
+42% +$836K 0.94% 47
2018
Q2 		$2.13M Buy
11,264
+2,082
+23% +$399K 0.78% 50
2018
Q1 		$1.58M Buy
9,182
+930
+11% +$164K 0.58% 58
2017
Q4 		$1.43M Buy
8,252
+1,010
+14% +$156K 0.57% 60
2017
Q3 		$1.07M Buy
7,242
+1,060
+17% +$152K 0.46% 64
2017
Q2 		$987K Buy
6,182
+2,162
+54% +$370K 0.48% 60
2017
Q1 		$749K Buy
+4,020
New +$746K 0.41% 64

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 $8.74B AUM 14.62% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
WIA
Wetzel Investment Advisors Indianapolis, Indiana $252M AUM 18.78% 1-Year Est. Return

Lyell Wealth Management's PXD Position: Q2 2024 in Review

Lyell Wealth Management sold out of Pioneer Natural Resource Co. (PXD) in Q2 2024, closing a stake of 1,526 shares — an estimated $401K sold.

Lyell Wealth Management first reported a position in PXD in Q1 2017 and held it in 25 quarters. The position peaked at $2.78M in Q3 2018. 14 funds tracked by Wall St. Rank hold PXD as of Q2 2024.

  • Lyell Wealth Management reported no remaining Pioneer Natural Resource Co. position as of Q2 2024 after selling out during the quarter.
  • Lyell Wealth Management sold 1,526 Pioneer Natural Resource Co. shares in Q2 2024, an estimated $401K.
  • Lyell Wealth Management first reported a position in Pioneer Natural Resource Co. in Q1 2017 and held it in 25 quarters.
  • Lyell Wealth Management's Pioneer Natural Resource Co. position peaked at $2.78M in Q3 2018.
  • 14 funds tracked by Wall St. Rank held Pioneer Natural Resource Co. as of Q2 2024.

Based on Lyell Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.