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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s KLX Energy Services KLXE Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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
-1,500
Closed -$2.81K – 555
2025
Q2 		$2.81K Sell
1,500
-29,126
-95% -$60.6K ﹤0.01% 415
2025
Q1 		$107K Sell
30,626
-2,440
-7% -$11.7K 0.04% 197
2024
Q4 		$165K Buy
33,066
+5,220
+19% +$27.1K 0.07% 151
2024
Q3 		$152K Buy
27,846
+1,700
+7% +$10.3K 0.08% 113
2024
Q2 		$129K Buy
+26,146
New +$157K 0.07% 127

Other funds holding KLXE

GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
CM
CastleKnight Management New York $6B AUM 121.87% 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 $1.66T AUM 25.57% 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 $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
MIM
Macroview Investment Management Bethesda, Maryland $162M AUM 22.52% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s KLXE Position: Q3 2025 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of KLX Energy Services (KLXE) in Q3 2025, closing a stake of 1,500 shares — an estimated $2.81K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in KLXE in Q2 2024 and held it in 5 quarters. The position peaked at $165K in Q4 2024. 45 funds tracked by Wall St. Rank hold KLXE as of Q3 2025.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining KLX Energy Services position as of Q3 2025 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 1,500 KLX Energy Services shares in Q3 2025, an estimated $2.81K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in KLX Energy Services in Q2 2024 and held it in 5 quarters.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s KLX Energy Services position peaked at $165K in Q4 2024.
  • 45 funds tracked by Wall St. Rank held KLX Energy Services as of Q3 2025.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q3 2025, filed 7 Aug 2026.