TW
PXD

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

TrinityPoint 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
2024
Q2 		– Sell
-1,292
Closed -$339K – 330
2024
Q1 		$339K Sell
1,292
-20
-2% -$4.69K 0.06% 235
2023
Q4 		$295K Sell
1,312
-498
-28% -$117K 0.05% 244
2023
Q3 		$415K Buy
1,810
+1
+0.1% +$228 0.08% 197
2023
Q2 		$375K Buy
1,809
+451
+33% +$94.9K 0.07% 202
2023
Q1 		$277K Buy
1,358
+45
+3% +$9.67K 0.06% 221
2022
Q4 		$300K Buy
1,313
+141
+12% +$34.3K 0.07% 218
2022
Q3 		$254K Buy
+1,172
New +$268K 0.06% 225

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

TrinityPoint Wealth's PXD Position: Q2 2024 in Review

TrinityPoint Wealth sold out of Pioneer Natural Resource Co. (PXD) in Q2 2024, closing a stake of 1,292 shares — an estimated $339K sold.

TrinityPoint Wealth first reported a position in PXD in Q3 2022 and held it in 7 quarters. The position peaked at $415K in Q3 2023. 14 funds tracked by Wall St. Rank hold PXD as of Q2 2024.

  • TrinityPoint Wealth reported no remaining Pioneer Natural Resource Co. position as of Q2 2024 after selling out during the quarter.
  • TrinityPoint Wealth sold 1,292 Pioneer Natural Resource Co. shares in Q2 2024, an estimated $339K.
  • TrinityPoint Wealth first reported a position in Pioneer Natural Resource Co. in Q3 2022 and held it in 7 quarters.
  • TrinityPoint Wealth's Pioneer Natural Resource Co. position peaked at $415K in Q3 2023.
  • 14 funds tracked by Wall St. Rank held Pioneer Natural Resource Co. as of Q2 2024.

Based on TrinityPoint Wealth's 13F filing for Q2 2024, filed 30 Jul 2024.