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Avion Wealth’s KLX Energy Services KLXE Stock Holding History

Avion Wealth’s Portfolio KLXE Stock Details KLXE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-298
Closed – – 1391
2025
Q2 		$0 Buy
+298
New +$620 ﹤0.01% 1397
2024
Q4 		– Sell
-78
Closed – – 1152
2024
Q3 		$0 Buy
+78
New +$472 ﹤0.01% 1181
2023
Q3 		– Sell
-52
Closed – – 1019
2023
Q2 		$0 Buy
+52
New +$512 ﹤0.01% 899

Other funds holding KLXE

GJL
Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return
CM
CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
MIM
Macroview Investment Management Bethesda, Maryland $162M AUM 22.52% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Avion Wealth's KLXE Position: Q3 2025 in Review

Avion Wealth sold out of KLX Energy Services (KLXE) in Q3 2025, closing a stake of 298 shares.

Avion Wealth first reported a position in KLXE in Q2 2023 and held it in 3 quarters. The position peaked at $0 in Q2 2025. 45 funds tracked by Wall St. Rank hold KLXE as of Q3 2025.

  • Avion Wealth reported no remaining KLX Energy Services position as of Q3 2025 after selling out during the quarter.
  • Avion Wealth sold 298 KLX Energy Services shares in Q3 2025.
  • Avion Wealth first reported a position in KLX Energy Services in Q2 2023 and held it in 3 quarters.
  • Avion Wealth's KLX Energy Services position peaked at $0 in Q2 2025.
  • 45 funds tracked by Wall St. Rank held KLX Energy Services as of Q3 2025.

Based on Avion Wealth's 13F filing for Q3 2025, filed 24 Oct 2025.