PWM
PXD

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

Perigon 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
-4,822
Closed -$1.27M – 937
2024
Q1 		$1.27M Sell
4,822
-15
-0.3% -$3.52K 0.04% 318
2023
Q4 		$1.09M Sell
4,837
-1,342
-22% -$315K 0.04% 325
2023
Q3 		$1.42M Sell
6,179
-85
-1% -$19.3K 0.06% 248
2023
Q2 		$1.24M Buy
6,264
+1,644
+36% +$346K 0.05% 275
2023
Q1 		$944K Buy
4,620
+2,748
+147% +$591K 0.05% 280
2022
Q4 		$427K Buy
1,872
+689
+58% +$168K 0.03% 421
2022
Q3 		$256K Buy
+1,183
New +$270K 0.02% 467
2017
Q3 		– Sell
-18
Closed -$3K – 731
2017
Q2 		$3K Buy
+18
New +$3.08K ﹤0.01% 556

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 $252M AUM 18.78% 1-Year Est. Return

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

Perigon Wealth Management sold out of Pioneer Natural Resource Co. (PXD) in Q2 2024, closing a stake of 4,822 shares — an estimated $1.27M sold.

Perigon Wealth Management first reported a position in PXD in Q2 2017 and held it in 8 quarters. The position peaked at $1.42M in Q3 2023. 14 funds tracked by Wall St. Rank hold PXD as of Q2 2024.

  • Perigon Wealth Management reported no remaining Pioneer Natural Resource Co. position as of Q2 2024 after selling out during the quarter.
  • Perigon Wealth Management sold 4,822 Pioneer Natural Resource Co. shares in Q2 2024, an estimated $1.27M.
  • Perigon Wealth Management first reported a position in Pioneer Natural Resource Co. in Q2 2017 and held it in 8 quarters.
  • Perigon Wealth Management's Pioneer Natural Resource Co. position peaked at $1.42M in Q3 2023.
  • 14 funds tracked by Wall St. Rank held Pioneer Natural Resource Co. as of Q2 2024.

Based on Perigon Wealth Management's 13F filing for Q2 2024, filed 2 Aug 2024.