WIM
PXD

WealthPlan Investment Management’s Pioneer Natural Resource Co. PXD Stock Holding History

WealthPlan Investment 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
2023
Q3 		– Sell
-50
Closed -$10.4K – 374
2023
Q2 		$10.4K Hold
50
– – ﹤0.01% 277
2023
Q1 		$10.2K Buy
+50
New +$10.7K ﹤0.01% 327

Other funds holding PXD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

WealthPlan Investment Management's PXD Position: Q3 2023 in Review

WealthPlan Investment Management sold out of Pioneer Natural Resource Co. (PXD) in Q3 2023, closing a stake of 50 shares — an estimated $10.4K sold.

WealthPlan Investment Management first reported a position in PXD in Q1 2023 and held it in 2 quarters. The position peaked at $10.4K in Q2 2023. 1,321 funds tracked by Wall St. Rank hold PXD as of Q3 2023.

  • WealthPlan Investment Management reported no remaining Pioneer Natural Resource Co. position as of Q3 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 50 Pioneer Natural Resource Co. shares in Q3 2023, an estimated $10.4K.
  • WealthPlan Investment Management first reported a position in Pioneer Natural Resource Co. in Q1 2023 and held it in 2 quarters.
  • WealthPlan Investment Management's Pioneer Natural Resource Co. position peaked at $10.4K in Q2 2023.
  • 1,321 funds tracked by Wall St. Rank held Pioneer Natural Resource Co. as of Q3 2023.

Based on WealthPlan Investment Management's 13F filing for Q3 2023, filed 9 Nov 2023.