SWRP
PXD

Summit Wealth & Retirement Planning’s Pioneer Natural Resource Co. PXD Stock Holding History

Summit Wealth & Retirement Planning’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
-1,591
Closed -$418K – 65
2024
Q1 		$418K Hold
1,591
– – 0.15% 43
2023
Q4 		$358K Sell
1,591
-226
-12% -$53K 0.15% 44
2023
Q3 		$417K Sell
1,817
-2
-0.1% -$455 0.17% 41
2023
Q2 		$377K Hold
1,819
– – 0.15% 45
2023
Q1 		$372K Buy
+1,819
New +$391K 0.14% 65

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 $4.82B AUM 20.19% 1-Year Est. Return
WIA
Wetzel Investment Advisors Indianapolis, Indiana $252M AUM 18.78% 1-Year Est. Return

Summit Wealth & Retirement Planning's PXD Position: Q2 2024 in Review

Summit Wealth & Retirement Planning sold out of Pioneer Natural Resource Co. (PXD) in Q2 2024, closing a stake of 1,591 shares — an estimated $418K sold.

Summit Wealth & Retirement Planning first reported a position in PXD in Q1 2023 and held it in 5 quarters. The position peaked at $418K in Q1 2024. 14 funds tracked by Wall St. Rank hold PXD as of Q2 2024.

  • Summit Wealth & Retirement Planning reported no remaining Pioneer Natural Resource Co. position as of Q2 2024 after selling out during the quarter.
  • Summit Wealth & Retirement Planning sold 1,591 Pioneer Natural Resource Co. shares in Q2 2024, an estimated $418K.
  • Summit Wealth & Retirement Planning first reported a position in Pioneer Natural Resource Co. in Q1 2023 and held it in 5 quarters.
  • Summit Wealth & Retirement Planning's Pioneer Natural Resource Co. position peaked at $418K in Q1 2024.
  • 14 funds tracked by Wall St. Rank held Pioneer Natural Resource Co. as of Q2 2024.

Based on Summit Wealth & Retirement Planning's 13F filing for Q2 2024, filed 7 Aug 2024.