PWS
PXD

Peterson Wealth Services’s Pioneer Natural Resource Co. PXD Stock Holding History

Peterson Wealth Services’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
-994
Closed -$261K – 115
2024
Q1 		$261K Sell
994
-587
-37% -$138K 0.1% 107
2023
Q4 		$356K Sell
1,581
-11,356
-88% -$2.66M 0.15% 72
2023
Q3 		$2.97M Buy
12,937
+1,384
+12% +$315K 2.22% 18
2023
Q2 		$2.39M Buy
11,553
+759
+7% +$160K 1.15% 31
2023
Q1 		$2.2M Buy
10,794
+1,431
+15% +$308K 1.13% 31
2022
Q4 		$2.14M Buy
9,363
+57
+0.6% +$13.9K 1.22% 27
2022
Q3 		$2.02M Buy
9,306
+686
+8% +$157K 1.43% 26
2022
Q2 		$1.92M Buy
8,620
+6,475
+302% +$1.64M 1.39% 29
2022
Q1 		$536K Buy
2,145
+116
+6% +$26.2K 0.33% 51
2021
Q4 		$369K Buy
+2,029
New +$373K 0.24% 59

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 $11.5B AUM 18.82% 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

Peterson Wealth Services's PXD Position: Q2 2024 in Review

Peterson Wealth Services sold out of Pioneer Natural Resource Co. (PXD) in Q2 2024, closing a stake of 994 shares — an estimated $261K sold.

Peterson Wealth Services first reported a position in PXD in Q4 2021 and held it in 10 quarters. The position peaked at $2.97M in Q3 2023. 14 funds tracked by Wall St. Rank hold PXD as of Q2 2024.

  • Peterson Wealth Services reported no remaining Pioneer Natural Resource Co. position as of Q2 2024 after selling out during the quarter.
  • Peterson Wealth Services sold 994 Pioneer Natural Resource Co. shares in Q2 2024, an estimated $261K.
  • Peterson Wealth Services first reported a position in Pioneer Natural Resource Co. in Q4 2021 and held it in 10 quarters.
  • Peterson Wealth Services's Pioneer Natural Resource Co. position peaked at $2.97M in Q3 2023.
  • 14 funds tracked by Wall St. Rank held Pioneer Natural Resource Co. as of Q2 2024.

Based on Peterson Wealth Services's 13F filing for Q2 2024, filed 30 Jul 2024.