PIWA
PXD

Prevail Innovative Wealth Advisors’s Pioneer Natural Resource Co. PXD Stock Holding History

Prevail Innovative Wealth Advisors’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
-978
Closed -$257K – 197
2024
Q1 		$257K Buy
978
+50
+5% +$11.7K 0.1% 146
2023
Q4 		$209K Sell
928
-10,872
-92% -$2.55M 0.1% 129
2023
Q3 		$2.71M Buy
11,800
+3,435
+41% +$782K 1.41% 21
2023
Q2 		$1.73M Buy
+8,365
New +$1.76M 0.95% 36

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

Prevail Innovative Wealth Advisors's PXD Position: Q2 2024 in Review

Prevail Innovative Wealth Advisors sold out of Pioneer Natural Resource Co. (PXD) in Q2 2024, closing a stake of 978 shares — an estimated $257K sold.

Prevail Innovative Wealth Advisors first reported a position in PXD in Q2 2023 and held it in 4 quarters. The position peaked at $2.71M in Q3 2023. 14 funds tracked by Wall St. Rank hold PXD as of Q2 2024.

  • Prevail Innovative Wealth Advisors reported no remaining Pioneer Natural Resource Co. position as of Q2 2024 after selling out during the quarter.
  • Prevail Innovative Wealth Advisors sold 978 Pioneer Natural Resource Co. shares in Q2 2024, an estimated $257K.
  • Prevail Innovative Wealth Advisors first reported a position in Pioneer Natural Resource Co. in Q2 2023 and held it in 4 quarters.
  • Prevail Innovative Wealth Advisors's Pioneer Natural Resource Co. position peaked at $2.71M in Q3 2023.
  • 14 funds tracked by Wall St. Rank held Pioneer Natural Resource Co. as of Q2 2024.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q2 2024, filed 8 Aug 2024.