CJ
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Caitlin John’s Liberty Energy LBRT Stock Holding History

Caitlin John’s Portfolio LBRT Stock Details LBRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-585
Closed -$7.22K – 963
2025
Q3 		$7.22K Buy
+585
New +$6.76K 0.01% 540
2025
Q1 		– Sell
-762
Closed -$15.2K – 493
2024
Q4 		$15.2K Buy
762
+8
+1% +$148 0.01% 411
2024
Q3 		$13.2K Buy
+754
New +$15.6K 0.01% 435
2024
Q2 		– Sell
-1,265
Closed -$26.2K – 908
2024
Q1 		$26.2K Sell
1,265
-96
-7% -$1.9K 0.02% 319
2023
Q4 		$24.7K Buy
+1,361
New +$25.9K 0.02% 308

Other funds holding LBRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Caitlin John's LBRT Position: Q4 2025 in Review

Caitlin John sold out of Liberty Energy (LBRT) in Q4 2025, closing a stake of 585 shares — an estimated $7.22K sold.

Caitlin John first reported a position in LBRT in Q4 2023 and held it in 5 quarters. The position peaked at $26.2K in Q1 2024. 341 funds tracked by Wall St. Rank hold LBRT as of Q4 2025.

  • Caitlin John reported no remaining Liberty Energy position as of Q4 2025 after selling out during the quarter.
  • Caitlin John sold 585 Liberty Energy shares in Q4 2025, an estimated $7.22K.
  • Caitlin John first reported a position in Liberty Energy in Q4 2023 and held it in 5 quarters.
  • Caitlin John's Liberty Energy position peaked at $26.2K in Q1 2024.
  • 341 funds tracked by Wall St. Rank held Liberty Energy as of Q4 2025.

Based on Caitlin John's 13F filing for Q4 2025, filed 18 Feb 2026.