SWM
PXD

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

Sugarloaf 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
-344
Closed -$90.2K – 690
2024
Q1 		$90.2K Sell
344
-567
-62% -$133K 0.02% 236
2023
Q4 		$205K Sell
911
-11,556
-93% -$2.71M 0.05% 132
2023
Q3 		$2.86M Buy
12,467
+71
+0.6% +$16.2K 0.72% 23
2023
Q2 		$2.57M Buy
12,396
+817
+7% +$172K 0.6% 27
2023
Q1 		$2.37M Buy
11,579
+1,462
+14% +$314K 0.58% 28
2022
Q4 		$2.31M Sell
10,117
-274
-3% -$66.7K 0.58% 28
2022
Q3 		$2.25M Buy
10,391
+1,256
+14% +$287K 0.58% 26
2022
Q2 		$2.04M Sell
9,135
-5,433
-37% -$1.38M 0.51% 34
2022
Q1 		$3.65M Buy
14,568
+69
+0.5% +$15.6K 0.86% 15
2021
Q4 		$2.64M Buy
14,499
+519
+4% +$95.5K 0.63% 24
2021
Q3 		$2.33M Buy
13,980
+13,933
+29,645% +$2.11M 0.61% 24
2021
Q2 		$8K Buy
+47
New +$7.38K ﹤0.01% 546

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 $8.74B AUM 14.62% 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

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

Sugarloaf Wealth Management sold out of Pioneer Natural Resource Co. (PXD) in Q2 2024, closing a stake of 344 shares — an estimated $90.2K sold.

Sugarloaf Wealth Management first reported a position in PXD in Q2 2021 and held it in 12 quarters. The position peaked at $3.65M in Q1 2022. 14 funds tracked by Wall St. Rank hold PXD as of Q2 2024.

  • Sugarloaf Wealth Management reported no remaining Pioneer Natural Resource Co. position as of Q2 2024 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 344 Pioneer Natural Resource Co. shares in Q2 2024, an estimated $90.2K.
  • Sugarloaf Wealth Management first reported a position in Pioneer Natural Resource Co. in Q2 2021 and held it in 12 quarters.
  • Sugarloaf Wealth Management's Pioneer Natural Resource Co. position peaked at $3.65M in Q1 2022.
  • 14 funds tracked by Wall St. Rank held Pioneer Natural Resource Co. as of Q2 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q2 2024, filed 8 Jul 2024.