PWA
KLXE icon

Physician Wealth Advisors’s KLX Energy Services KLXE Stock Holding History

Physician Wealth Advisors’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
Q2 		$486 Buy
+188
New +$558 ﹤0.01% 2144
2025
Q2 		– Sell
-281
Closed -$984 – 1894
2025
Q1 		$984 Buy
+281
New +$1.34K ﹤0.01% 1073

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 Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
WA
Whitebox Advisors Minneapolis, Minnesota $7.65B AUM 13.87% 1-Year Est. Return

Physician Wealth Advisors's KLXE Position: Q2 2026 in Review

Physician Wealth Advisors opened a new position in KLX Energy Services (KLXE) in Q2 2026: 188 shares worth $486. The stake represents ﹤0.01% of the portfolio and ranks #2144 among its holdings. This is a return to the name: Physician Wealth Advisors previously reported a position in KLXE as recently as Q1 2025.

Physician Wealth Advisors first reported a position in KLXE in Q1 2025 and has held it in 2 quarters since. The position peaked at $984 in Q1 2025. 64 funds tracked by Wall St. Rank hold KLXE as of Q2 2026.

  • Physician Wealth Advisors held 188 shares of KLX Energy Services worth $486 as of Q2 2026.
  • KLX Energy Services was a new Physician Wealth Advisors position in Q2 2026.
  • KLX Energy Services made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #2144 holding.
  • Physician Wealth Advisors first reported a position in KLX Energy Services in Q1 2025 and has held it in 2 quarters since.
  • Physician Wealth Advisors's KLX Energy Services position peaked at $984 in Q1 2025.
  • 64 funds tracked by Wall St. Rank held KLX Energy Services as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.