PWPS
PXD

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

Pinnacle Wealth Planning 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
-1,337
Closed -$351K – 556
2024
Q1 		$351K Sell
1,337
-300
-18% -$70.3K 0.05% 260
2023
Q4 		$368K Sell
1,637
-72
-4% -$16.9K 0.06% 222
2023
Q3 		$392K Sell
1,709
-48
-3% -$10.9K 0.06% 201
2023
Q2 		$364K Buy
1,757
+202
+13% +$42.5K 0.06% 223
2023
Q1 		$318K Buy
1,555
+294
+23% +$63.2K 0.05% 256
2022
Q4 		$288K Buy
1,261
+132
+12% +$32.1K 0.05% 270
2022
Q3 		$245K Buy
1,129
+163
+17% +$37.2K 0.05% 281
2022
Q2 		$215K Buy
966
+48
+5% +$12.2K 0.04% 331
2022
Q1 		$230K Buy
+918
New +$208K 0.04% 338
2021
Q1 		– Sell
-527
Closed -$60K – 2090
2020
Q4 		$60K Buy
+527
New +$51.2K 0.01% 715

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 $289M AUM 23.77% 1-Year Est. Return

Pinnacle Wealth Planning Services's PXD Position: Q2 2024 in Review

Pinnacle Wealth Planning Services sold out of Pioneer Natural Resource Co. (PXD) in Q2 2024, closing a stake of 1,337 shares — an estimated $351K sold.

Pinnacle Wealth Planning Services first reported a position in PXD in Q4 2020 and held it in 10 quarters. The position peaked at $392K in Q3 2023. 14 funds tracked by Wall St. Rank hold PXD as of Q2 2024.

  • Pinnacle Wealth Planning Services reported no remaining Pioneer Natural Resource Co. position as of Q2 2024 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 1,337 Pioneer Natural Resource Co. shares in Q2 2024, an estimated $351K.
  • Pinnacle Wealth Planning Services first reported a position in Pioneer Natural Resource Co. in Q4 2020 and held it in 10 quarters.
  • Pinnacle Wealth Planning Services's Pioneer Natural Resource Co. position peaked at $392K in Q3 2023.
  • 14 funds tracked by Wall St. Rank held Pioneer Natural Resource Co. as of Q2 2024.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2024, filed 9 Aug 2024.