SWA
PXD

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

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

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.