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Rothschild Investment LLC’s KLX Energy Services KLXE Stock Holding History

Rothschild Investment 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
Q2 		$10 Hold
4
– – ﹤0.01% 3620
2026
Q1 		$10 Hold
4
– – ﹤0.01% 3577
2025
Q4 		$8 Hold
4
– – ﹤0.01% 3384
2025
Q3 		$8 Hold
4
– – ﹤0.01% 3127
2025
Q2 		$7 Hold
4
– – ﹤0.01% 3009
2025
Q1 		$14 Hold
4
– – ﹤0.01% 3013
2024
Q4 		$20 Hold
4
– – ﹤0.01% 2938
2024
Q3 		$22 Sell
4
-20
-83% -$121 ﹤0.01% 2880
2024
Q2 		$119 Buy
24
+20
+500% +$120 ﹤0.01% 2674
2024
Q1 		$31 Hold
4
– – ﹤0.01% 2252
2023
Q4 		$45 Buy
+4
New +$40 ﹤0.01% 1320

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 40.89% 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

Rothschild Investment LLC's KLXE Position: Q2 2026 in Review

Rothschild Investment LLC held its KLX Energy Services (KLXE) position steady in Q2 2026 at 4 shares worth $10. The position accounts for ﹤0.01% of the portfolio, ranked #3620.

Rothschild Investment LLC first reported a position in KLXE in Q4 2023 and has held it in 11 quarters since. The position peaked at $119 in Q2 2024. 63 funds tracked by Wall St. Rank hold KLXE as of Q2 2026.

  • Rothschild Investment LLC held 4 shares of KLX Energy Services worth $10 as of Q2 2026.
  • Rothschild Investment LLC left its KLX Energy Services share count unchanged in Q2 2026.
  • KLX Energy Services made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #3620 holding.
  • Rothschild Investment LLC first reported a position in KLX Energy Services in Q4 2023 and has held it in 11 quarters since.
  • Rothschild Investment LLC's KLX Energy Services position peaked at $119 in Q2 2024.
  • 63 funds tracked by Wall St. Rank held KLX Energy Services as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.