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

SOA 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	-260	Closed	-$68.2K	–	924
2024 Q1	$68.2K	Sell	260 -82	-24%	-$19.2K	0.01%	276
2023 Q4	$76.9K	Sell	342 -112	-25%	-$26.3K	0.02%	258
2023 Q3	$104K	Buy	454 +1	+0.2%	+$228	0.03%	221
2023 Q2	$93.9K	Sell	453 -122	-21%	-$25.7K	0.02%	241
2023 Q1	$117K	Buy	575 +2	+0.3%	+$430	0.03%	212
2022 Q4	$131K	Sell	573 -4	-0.7%	-$973	0.04%	194
2022 Q3	$124K	Buy	577 +3	+0.5%	+$685	0.04%	184
2022 Q2	$128K	Sell	574 -1	-0.2%	-$254	0.04%	183
2022 Q1	$143K	Hold	575	–	–	0.03%	199
2021 Q4	$104K	Sell	575 -96	-14%	-$17.7K	0.03%	212
2021 Q3	$111K	Hold	671	–	–	0.03%	207
2021 Q2	$109K	Buy	671 +7	+1%	+$1.1K	0.03%	203
2021 Q1	$105K	Hold	664	–	–	0.03%	188
2020 Q4	$87K	Buy	+664	New	+$64.6K	0.02%	208

Other funds holding PXD

ECM

Everence Capital Management Goshen, Indiana $1.9B AUM 39.77% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Pinnacle Financial Partners (Tennessee) Nashville, Tennessee $4.18B AUM 16.01% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Brooklyn Investment Group Brooklyn, New York $3.2B AUM 26.32% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

SOA Wealth Advisors's PXD Position: Q2 2024 in Review

SOA Wealth Advisors sold out of Pioneer Natural Resource Co. (PXD) in Q2 2024, closing a stake of 260 shares — an estimated $68.2K sold.

SOA Wealth Advisors first reported a position in PXD in Q4 2020 and held it in 14 quarters. The position peaked at $143K in Q1 2022. 14 funds tracked by Wall St. Rank hold PXD as of Q2 2024.

SOA Wealth Advisors reported no remaining Pioneer Natural Resource Co. position as of Q2 2024 after selling out during the quarter.
SOA Wealth Advisors sold 260 Pioneer Natural Resource Co. shares in Q2 2024, an estimated $68.2K.
SOA Wealth Advisors first reported a position in Pioneer Natural Resource Co. in Q4 2020 and held it in 14 quarters.
SOA Wealth Advisors's Pioneer Natural Resource Co. position peaked at $143K in Q1 2022.
14 funds tracked by Wall St. Rank held Pioneer Natural Resource Co. as of Q2 2024.

Based on SOA Wealth Advisors's 13F filing for Q2 2024, filed 17 Jul 2024.