SWM
PXD

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

Segment 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
-2,862
Closed -$751K – 265
2024
Q1 		$751K Sell
2,862
-140
-5% -$32.8K 0.06% 164
2023
Q4 		$675K Sell
3,002
-316
-10% -$74.1K 0.06% 162
2023
Q3 		$762K Buy
3,318
+475
+17% +$108K 0.08% 137
2023
Q2 		$589K Buy
2,843
+636
+29% +$134K 0.06% 144
2023
Q1 		$451K Sell
2,207
-600
-21% -$129K 0.05% 148
2022
Q4 		$641K Hold
2,807
– – 0.07% 129
2022
Q3 		$608K Buy
2,807
+1,447
+106% +$331K 0.08% 123
2022
Q2 		$303K Hold
1,360
– – 0.04% 183
2022
Q1 		$340K Hold
1,360
– – 0.04% 204
2021
Q4 		$247K Buy
+1,360
New +$250K 0.03% 225
2014
Q3 		– Sell
-1,970
Closed -$453K – 182
2014
Q2 		$453K Buy
1,970
+125
+7% +$25.8K 0.18% 112
2014
Q1 		$345K Sell
1,845
-200
-10% -$36.5K 0.16% 111
2013
Q4 		$376K Sell
2,045
-1,100
-35% -$212K 0.19% 103
2013
Q3 		$594K Sell
3,145
-380
-11% -$64.6K 0.32% 78
2013
Q2 		$510K Buy
+3,525
New +$471K 0.31% 77

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

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

Segment Wealth Management sold out of Pioneer Natural Resource Co. (PXD) in Q2 2024, closing a stake of 2,862 shares — an estimated $751K sold.

Segment Wealth Management first reported a position in PXD in Q2 2013 and held it in 15 quarters. The position peaked at $762K in Q3 2023. 14 funds tracked by Wall St. Rank hold PXD as of Q2 2024.

  • Segment Wealth Management reported no remaining Pioneer Natural Resource Co. position as of Q2 2024 after selling out during the quarter.
  • Segment Wealth Management sold 2,862 Pioneer Natural Resource Co. shares in Q2 2024, an estimated $751K.
  • Segment Wealth Management first reported a position in Pioneer Natural Resource Co. in Q2 2013 and held it in 15 quarters.
  • Segment Wealth Management's Pioneer Natural Resource Co. position peaked at $762K in Q3 2023.
  • 14 funds tracked by Wall St. Rank held Pioneer Natural Resource Co. as of Q2 2024.

Based on Segment Wealth Management's 13F filing for Q2 2024, filed 23 Jul 2024.