Valeo Financial Advisors
PXD icon

Valeo Financial Advisors’s Pioneer Natural Resource Co. PXD Stock Holding History

Valeo Financial 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
-10,971
Closed -$3.02M – 724
2024
Q1 		$3.02M Buy
10,971
+133
+1% +$31.2K 0.11% 102
2023
Q4 		$2.44M Buy
10,838
+508
+5% +$119K 0.1% 115
2023
Q3 		$2.37M Buy
10,330
+753
+8% +$171K 0.11% 108
2023
Q2 		$1.98M Sell
9,577
-122
-1% -$25.7K 0.09% 126
2023
Q1 		$1.98M Buy
9,699
+1,095
+13% +$235K 0.1% 128
2022
Q4 		$1.97M Buy
8,604
+4,181
+95% +$1.02M 0.11% 108
2022
Q3 		$958K Buy
4,423
+415
+10% +$94.8K 0.06% 167
2022
Q2 		$894K Buy
4,008
+366
+10% +$92.8K 0.06% 175
2022
Q1 		$911K Buy
3,642
+340
+10% +$76.9K 0.05% 217
2021
Q4 		$601K Buy
+3,302
New +$608K 0.03% 265
2021
Q2 		– Sell
-3
Closed – – 1945
2021
Q1 		$0 Sell
3
-28
-90% -$3.98K ﹤0.01% 2226
2020
Q4 		$4K Buy
31
+3
+11% +$292 ﹤0.01% 1436
2020
Q3 		$2K Sell
28
-162
-85% -$16K ﹤0.01% 1444
2020
Q2 		$19K Buy
190
+109
+135% +$9.61K ﹤0.01% 1090
2020
Q1 		$7K Hold
81
– – ﹤0.01% 1232
2019
Q4 		$12K Sell
81
-40
-33% -$5.33K ﹤0.01% 1069
2019
Q3 		$15K Sell
121
-288
-70% -$38.1K ﹤0.01% 932
2019
Q2 		$63K Sell
409
-238
-37% -$36.5K 0.01% 536
2019
Q1 		$99K Sell
647
-379
-37% -$53.5K 0.01% 414
2018
Q4 		$135K Buy
1,026
+373
+57% +$57K 0.02% 321
2018
Q3 		$96K Buy
653
+40
+7% +$7.15K 0.01% 408
2018
Q2 		$113K Buy
613
+47
+8% +$9K 0.02% 378
2018
Q1 		$97K Buy
566
+1
+0.2% +$176 0.02% 376
2017
Q4 		$98K Buy
565
+554
+5,036% +$85.3K 0.02% 342
2017
Q3 		$2K Buy
+11
New +$1.58K ﹤0.01% 1053

Other funds holding PXD

ECM
Everence Capital Management Goshen, Indiana $1.9B AUM 39.77% 1-Year Est. Return
Sanctuary Advisors
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
Pinnacle Financial Partners (Tennessee)
Pinnacle Financial Partners (Tennessee) Nashville, Tennessee $4.18B AUM 16.01% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Brooklyn Investment Group
Brooklyn Investment Group Brooklyn, New York $3.2B AUM 26.32% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Valeo Financial Advisors's PXD Position: Q2 2024 in Review

Valeo Financial Advisors sold out of Pioneer Natural Resource Co. (PXD) in Q2 2024, closing a stake of 10,971 shares — an estimated $3.02M sold.

Valeo Financial Advisors first reported a position in PXD in Q3 2017 and held it in 25 quarters. The position peaked at $3.02M in Q1 2024. 14 funds tracked by Wall St. Rank hold PXD as of Q2 2024.

  • Valeo Financial Advisors reported no remaining Pioneer Natural Resource Co. position as of Q2 2024 after selling out during the quarter.
  • Valeo Financial Advisors sold 10,971 Pioneer Natural Resource Co. shares in Q2 2024, an estimated $3.02M.
  • Valeo Financial Advisors first reported a position in Pioneer Natural Resource Co. in Q3 2017 and held it in 25 quarters.
  • Valeo Financial Advisors's Pioneer Natural Resource Co. position peaked at $3.02M in Q1 2024.
  • 14 funds tracked by Wall St. Rank held Pioneer Natural Resource Co. as of Q2 2024.

Based on Valeo Financial Advisors's 13F filing for Q2 2024, filed 10 Jul 2024.