PWP
PXD

Phillips Wealth Planners’s Pioneer Natural Resource Co. PXD Stock Holding History

Phillips Wealth Planners’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
Q3 		– Sell
-1,074
Closed -$223K – 160
2023
Q2 		$223K Sell
1,074
-2
-0.2% -$421 0.29% 130
2023
Q1 		$233K Sell
1,076
-111
-9% -$23.9K 0.31% 124
2022
Q4 		$276K Buy
+1,187
New +$289K 0.48% 78

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
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 International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Phillips Wealth Planners's PXD Position: Q3 2023 in Review

Phillips Wealth Planners sold out of Pioneer Natural Resource Co. (PXD) in Q3 2023, closing a stake of 1,074 shares — an estimated $223K sold.

Phillips Wealth Planners first reported a position in PXD in Q4 2022 and held it in 3 quarters. The position peaked at $276K in Q4 2022. 1,321 funds tracked by Wall St. Rank hold PXD as of Q3 2023.

  • Phillips Wealth Planners reported no remaining Pioneer Natural Resource Co. position as of Q3 2023 after selling out during the quarter.
  • Phillips Wealth Planners sold 1,074 Pioneer Natural Resource Co. shares in Q3 2023, an estimated $223K.
  • Phillips Wealth Planners first reported a position in Pioneer Natural Resource Co. in Q4 2022 and held it in 3 quarters.
  • Phillips Wealth Planners's Pioneer Natural Resource Co. position peaked at $276K in Q4 2022.
  • 1,321 funds tracked by Wall St. Rank held Pioneer Natural Resource Co. as of Q3 2023.

Based on Phillips Wealth Planners's 13F filing for Q3 2023, filed 30 Oct 2023.