Carson Wealth (CWM LLC)’s KLX Energy Services KLXE Stock Holding History

Carson Wealth (CWM LLC)’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
2026 Q1	$1.3K	Hold	500	–	–	﹤0.01%	5361
2025 Q4	$1K	Hold	500	–	–	﹤0.01%	5238
2025 Q3	$1K	Hold	500	–	–	﹤0.01%	5144
2025 Q2	$1K	Hold	500	–	–	﹤0.01%	5027
2025 Q1	$2K	Hold	500	–	–	﹤0.01%	4771
2024 Q4	$2K	Hold	500	–	–	﹤0.01%	4557
2024 Q3	$3K	Sell	500 -113	-18%	-$684	﹤0.01%	4286
2024 Q2	$3K	Sell	613 -221	-26%	-$1.33K	﹤0.01%	4082
2024 Q1	$6K	Buy	834 +243	+41%	+$2.17K	﹤0.01%	3585
2023 Q4	$7K	Buy	591 +90	+18%	+$911	﹤0.01%	3350
2023 Q3	$6K	Buy	501 +1	+0.2%	+$11	﹤0.01%	3377
2023 Q2	$5K	Hold	500	–	–	﹤0.01%	3446
2023 Q1	$6K	Buy	500 +44	+10%	+$599	﹤0.01%	3213
2022 Q4	$8K	Hold	456	–	–	﹤0.01%	2938
2022 Q3	$4K	Hold	456	–	–	﹤0.01%	3182
2022 Q2	$2K	Hold	456	–	–	﹤0.01%	3360
2022 Q1	$2K	Buy	+456	New	+$2.78K	﹤0.01%	3188

Other funds holding KLXE

GJL

Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return

CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

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

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

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

MIM

Macroview Investment Management Bethesda, Maryland $162M AUM 22.52% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

RRA

Round Rock Advisors Wilton, Connecticut $654M AUM 22.95% 1-Year Est. Return

Carson Wealth (CWM LLC)'s KLXE Position: Q1 2026 in Review

Carson Wealth (CWM LLC) held its KLX Energy Services (KLXE) position steady in Q1 2026 at 500 shares worth $1.3K. The position accounts for ﹤0.01% of the portfolio, ranked #5361.

Carson Wealth (CWM LLC) first reported a position in KLXE in Q1 2022 and has held it in 17 quarters since. The position peaked at $8K in Q4 2022. 57 funds tracked by Wall St. Rank hold KLXE as of Q1 2026.

Carson Wealth (CWM LLC) held 500 shares of KLX Energy Services worth $1.3K as of Q1 2026.
Carson Wealth (CWM LLC) left its KLX Energy Services share count unchanged in Q1 2026.
KLX Energy Services made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5361 holding.
Carson Wealth (CWM LLC) first reported a position in KLX Energy Services in Q1 2022 and has held it in 17 quarters since.
Carson Wealth (CWM LLC)'s KLX Energy Services position peaked at $8K in Q4 2022.
57 funds tracked by Wall St. Rank held KLX Energy Services as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.