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Williams & Novak’s KLX Energy Services KLXE Stock Holding History

Williams & Novak’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 		– Sell
-11,837
Closed -$28.5K – 151
2026
Q1 		$28.5K Sell
11,837
-11,363
-49% -$28.7K 0.02% 137
2025
Q4 		$43.8K Buy
+23,200
New +$40.5K 0.03% 135

Other funds holding KLXE

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
PWA
Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
HFS
Horizon Financial Services Winston Salem, North Carolina $261M AUM 16.81% 1-Year Est. Return
HPBT
Hickory Point Bank & Trust Decatur, Illinois $165M AUM 27.01% 1-Year Est. Return
RDFA
Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return

Williams & Novak's KLXE Position: Q2 2026 in Review

Williams & Novak sold out of KLX Energy Services (KLXE) in Q2 2026, closing a stake of 11,837 shares — an estimated $28.5K sold.

Williams & Novak first reported a position in KLXE in Q4 2025 and held it in 2 quarters. The position peaked at $43.8K in Q4 2025. 6 funds tracked by Wall St. Rank hold KLXE as of Q2 2026.

  • Williams & Novak reported no remaining KLX Energy Services position as of Q2 2026 after selling out during the quarter.
  • Williams & Novak sold 11,837 KLX Energy Services shares in Q2 2026, an estimated $28.5K.
  • Williams & Novak first reported a position in KLX Energy Services in Q4 2025 and held it in 2 quarters.
  • Williams & Novak's KLX Energy Services position peaked at $43.8K in Q4 2025.
  • 6 funds tracked by Wall St. Rank held KLX Energy Services as of Q2 2026.

Based on Williams & Novak's 13F filing for Q2 2026, filed 8 Jul 2026.