MA
PXD

Montag & Associates’s Pioneer Natural Resource Co. PXD Stock Holding History

Montag & Associates’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
-60
Closed -$15.8K – 1006
2024
Q1 		$15.8K Sell
60
-60
-50% -$14.1K ﹤0.01% 716
2023
Q4 		$27K Buy
120
+7
+6% +$1.64K ﹤0.01% 665
2023
Q3 		$25.9K Hold
113
– – ﹤0.01% 640
2023
Q2 		$23.4K Buy
113
+60
+113% +$12.6K ﹤0.01% 661
2023
Q1 		$10.8K Sell
53
-146
-73% -$31.4K ﹤0.01% 735
2022
Q4 		$45.5K Buy
199
+53
+36% +$12.9K ﹤0.01% 558
2022
Q3 		$32K Buy
+146
New +$33.4K ﹤0.01% 606

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 $5.54B AUM 27.43% 1-Year Est. Return
WIA
Wetzel Investment Advisors Indianapolis, Indiana $252M AUM 18.78% 1-Year Est. Return

Montag & Associates's PXD Position: Q2 2024 in Review

Montag & Associates sold out of Pioneer Natural Resource Co. (PXD) in Q2 2024, closing a stake of 60 shares — an estimated $15.8K sold.

Montag & Associates first reported a position in PXD in Q3 2022 and held it in 7 quarters. The position peaked at $45.5K in Q4 2022. 14 funds tracked by Wall St. Rank hold PXD as of Q2 2024.

  • Montag & Associates reported no remaining Pioneer Natural Resource Co. position as of Q2 2024 after selling out during the quarter.
  • Montag & Associates sold 60 Pioneer Natural Resource Co. shares in Q2 2024, an estimated $15.8K.
  • Montag & Associates first reported a position in Pioneer Natural Resource Co. in Q3 2022 and held it in 7 quarters.
  • Montag & Associates's Pioneer Natural Resource Co. position peaked at $45.5K in Q4 2022.
  • 14 funds tracked by Wall St. Rank held Pioneer Natural Resource Co. as of Q2 2024.

Based on Montag & Associates's 13F filing for Q2 2024, filed 31 Jul 2024.