PWM
LBRT icon

Parkworth Wealth Management’s Liberty Energy LBRT Stock Holding History

Parkworth Wealth Management’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
Q2 		$310 Buy
27
+23
+575% +$279 ﹤0.01% 785
2025
Q1 		$63 Hold
4
– – ﹤0.01% 1063
2024
Q4 		$80 Buy
+4
New +$74 ﹤0.01% 1046

Other funds holding LBRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Parkworth Wealth Management's LBRT Position: Q2 2025 in Review

Parkworth Wealth Management increased its Liberty Energy (LBRT) stake by 575% in Q2 2025, buying an estimated $279 and bringing the position to 27 shares worth $310. The position accounts for ﹤0.01% of the portfolio, ranked #785.

Parkworth Wealth Management first reported a position in LBRT in Q4 2024 and has held it in 3 quarters since. 324 funds tracked by Wall St. Rank hold LBRT as of Q2 2025.

  • Parkworth Wealth Management held 27 shares of Liberty Energy worth $310 as of Q2 2025.
  • Parkworth Wealth Management bought 23 Liberty Energy shares in Q2 2025, an estimated $279.
  • Liberty Energy made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #785 holding.
  • Parkworth Wealth Management first reported a position in Liberty Energy in Q4 2024 and has held it in 3 quarters since.
  • 324 funds tracked by Wall St. Rank held Liberty Energy as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.