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

Williams Jones 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
2023 Q4	–	Sell	-966	Closed	-$222K	–	559
2023 Q3	$222K	Buy	+966	New	+$220K	﹤0.01%	470
2022 Q4	–	Sell	-2,480	Closed	-$537K	–	589
2022 Q3	$537K	Buy	2,480 +884	+55%	+$202K	0.01%	350
2022 Q2	$356K	Buy	+1,596	New	+$405K	0.01%	421
2020 Q1	–	Sell	-2,650	Closed	-$401K	–	440
2019 Q4	$401K	Buy	+2,650	New	+$353K	0.01%	316

Other funds holding PXD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PCM

Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Williams Jones Wealth Management's PXD Position: Q4 2023 in Review

Williams Jones Wealth Management sold out of Pioneer Natural Resource Co. (PXD) in Q4 2023, closing a stake of 966 shares — an estimated $222K sold.

Williams Jones Wealth Management first reported a position in PXD in Q4 2019 and held it in 4 quarters. The position peaked at $537K in Q3 2022. 1,314 funds tracked by Wall St. Rank hold PXD as of Q4 2023.

Williams Jones Wealth Management reported no remaining Pioneer Natural Resource Co. position as of Q4 2023 after selling out during the quarter.
Williams Jones Wealth Management sold 966 Pioneer Natural Resource Co. shares in Q4 2023, an estimated $222K.
Williams Jones Wealth Management first reported a position in Pioneer Natural Resource Co. in Q4 2019 and held it in 4 quarters.
Williams Jones Wealth Management's Pioneer Natural Resource Co. position peaked at $537K in Q3 2022.
1,314 funds tracked by Wall St. Rank held Pioneer Natural Resource Co. as of Q4 2023.

Based on Williams Jones Wealth Management's 13F filing for Q4 2023, filed 14 Feb 2024.