VWM
PXD

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

Venturi 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
-875
Closed -$230K – 1555
2024
Q1 		$230K Buy
875
+1
+0.1% +$234 0.01% 339
2023
Q4 		$197K Sell
874
-30
-3% -$7.03K 0.01% 350
2023
Q3 		$208K Buy
904
+8
+0.9% +$1.82K 0.02% 325
2023
Q2 		$186K Buy
896
+4
+0.4% +$842 0.01% 311
2023
Q1 		$182K Hold
892
– – 0.02% 337
2022
Q4 		$204K Buy
+892
New +$217K 0.02% 320

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

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

Venturi Wealth Management sold out of Pioneer Natural Resource Co. (PXD) in Q2 2024, closing a stake of 875 shares — an estimated $230K sold.

Venturi Wealth Management first reported a position in PXD in Q4 2022 and held it in 6 quarters. The position peaked at $230K in Q1 2024. 14 funds tracked by Wall St. Rank hold PXD as of Q2 2024.

  • Venturi Wealth Management reported no remaining Pioneer Natural Resource Co. position as of Q2 2024 after selling out during the quarter.
  • Venturi Wealth Management sold 875 Pioneer Natural Resource Co. shares in Q2 2024, an estimated $230K.
  • Venturi Wealth Management first reported a position in Pioneer Natural Resource Co. in Q4 2022 and held it in 6 quarters.
  • Venturi Wealth Management's Pioneer Natural Resource Co. position peaked at $230K in Q1 2024.
  • 14 funds tracked by Wall St. Rank held Pioneer Natural Resource Co. as of Q2 2024.

Based on Venturi Wealth Management's 13F filing for Q2 2024, filed 19 Jul 2024.