XWM
PXD

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

Xcel 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
-3,660
Closed -$961K – 131
2024
Q1 		$961K Buy
3,660
+75
+2% +$17.6K 0.3% 59
2023
Q4 		$806K Sell
3,585
-50
-1% -$11.7K 0.28% 59
2023
Q3 		$834K Sell
3,635
-1,085
-23% -$247K 0.33% 57
2023
Q2 		$978K Buy
4,720
+1,345
+40% +$283K 0.31% 64
2023
Q1 		$689K Buy
3,375
+2,460
+269% +$529K 0.24% 71
2022
Q4 		$209K Sell
915
-1,205
-57% -$293K 0.08% 123
2022
Q3 		$459K Buy
+2,120
New +$484K 0.17% 85

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 $11.5B AUM 18.82% 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

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

Xcel Wealth Management sold out of Pioneer Natural Resource Co. (PXD) in Q2 2024, closing a stake of 3,660 shares — an estimated $961K sold.

Xcel Wealth Management first reported a position in PXD in Q3 2022 and held it in 7 quarters. The position peaked at $978K in Q2 2023. 14 funds tracked by Wall St. Rank hold PXD as of Q2 2024.

  • Xcel Wealth Management reported no remaining Pioneer Natural Resource Co. position as of Q2 2024 after selling out during the quarter.
  • Xcel Wealth Management sold 3,660 Pioneer Natural Resource Co. shares in Q2 2024, an estimated $961K.
  • Xcel Wealth Management first reported a position in Pioneer Natural Resource Co. in Q3 2022 and held it in 7 quarters.
  • Xcel Wealth Management's Pioneer Natural Resource Co. position peaked at $978K in Q2 2023.
  • 14 funds tracked by Wall St. Rank held Pioneer Natural Resource Co. as of Q2 2024.

Based on Xcel Wealth Management's 13F filing for Q2 2024, filed 23 Jul 2024.