WA
PXD

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

Waverly 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
-7,923
Closed -$2.08M – 829
2024
Q1 		$2.08M Buy
+7,923
New +$1.86M 0.05% 252
2014
Q4 		– Sell
-756
Closed -$149K – 696
2014
Q3 		$149K Hold
756
– – 0.08% 104
2014
Q2 		$174K Buy
756
+6
+0.8% +$1.24K 0.07% 105
2014
Q1 		$140K Hold
750
– – 0.06% 119
2013
Q4 		$138K Buy
+750
New +$144K 0.05% 185

Other funds holding PXD

ECM
Everence Capital Management Goshen, Indiana $1.9B AUM 39.77% 1-Year Est. Return
SA
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
PFPT
Pinnacle Financial Partners (Tennessee) Nashville, Tennessee $4.18B AUM 16.01% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 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
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

Waverly Advisors's PXD Position: Q2 2024 in Review

Waverly Advisors sold out of Pioneer Natural Resource Co. (PXD) in Q2 2024, closing a stake of 7,923 shares — an estimated $2.08M sold.

Waverly Advisors first reported a position in PXD in Q4 2013 and held it in 5 quarters. The position peaked at $2.08M in Q1 2024. 14 funds tracked by Wall St. Rank hold PXD as of Q2 2024.

  • Waverly Advisors reported no remaining Pioneer Natural Resource Co. position as of Q2 2024 after selling out during the quarter.
  • Waverly Advisors sold 7,923 Pioneer Natural Resource Co. shares in Q2 2024, an estimated $2.08M.
  • Waverly Advisors first reported a position in Pioneer Natural Resource Co. in Q4 2013 and held it in 5 quarters.
  • Waverly Advisors's Pioneer Natural Resource Co. position peaked at $2.08M in Q1 2024.
  • 14 funds tracked by Wall St. Rank held Pioneer Natural Resource Co. as of Q2 2024.

Based on Waverly Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.