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

Transform Wealth’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
2023 Q3	–	Sell	-1,989	Closed	-$412K	–	281
2023 Q2	$412K	Buy	1,989 +230	+13%	+$48.4K	0.04%	193
2023 Q1	$359K	Buy	1,759 +300	+21%	+$64.5K	0.03%	198
2022 Q4	$333K	Buy	+1,459	New	+$355K	0.04%	179
2020 Q1	–	Sell	-1,490	Closed	-$226K	–	242
2019 Q4	$226K	Buy	+1,490	New	+$198K	0.04%	211

Other funds holding PXD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Transform Wealth's PXD Position: Q3 2023 in Review

Transform Wealth sold out of Pioneer Natural Resource Co. (PXD) in Q3 2023, closing a stake of 1,989 shares — an estimated $412K sold.

Transform Wealth first reported a position in PXD in Q4 2019 and held it in 4 quarters. The position peaked at $412K in Q2 2023. 1,321 funds tracked by Wall St. Rank hold PXD as of Q3 2023.

Transform Wealth reported no remaining Pioneer Natural Resource Co. position as of Q3 2023 after selling out during the quarter.
Transform Wealth sold 1,989 Pioneer Natural Resource Co. shares in Q3 2023, an estimated $412K.
Transform Wealth first reported a position in Pioneer Natural Resource Co. in Q4 2019 and held it in 4 quarters.
Transform Wealth's Pioneer Natural Resource Co. position peaked at $412K in Q2 2023.
1,321 funds tracked by Wall St. Rank held Pioneer Natural Resource Co. as of Q3 2023.

Based on Transform Wealth's 13F filing for Q3 2023, filed 11 Oct 2023.