CIA
CHX

Cape Investment Advisory’s ChampionX CHX Stock Holding History

Cape Investment Advisory’s Portfolio CHX Stock Details CHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-200
Closed -$5.96K – 1189
2025
Q1 		$5.96K Hold
200
– – ﹤0.01% 710
2024
Q4 		$5.44K Hold
200
– – ﹤0.01% 716
2024
Q3 		$6.03K Hold
200
– – ﹤0.01% 665
2024
Q2 		$6.64K Hold
200
– – ﹤0.01% 601
2024
Q1 		$7.18K Hold
200
– – ﹤0.01% 596
2023
Q4 		$5.84K Hold
200
– – ﹤0.01% 756
2023
Q3 		$7.12K Hold
200
– – ﹤0.01% 614
2023
Q2 		$6.21K Sell
200
-71
-26% -$1.96K ﹤0.01% 627
2023
Q1 		$7.35K Buy
+271
New +$8.1K ﹤0.01% 598

Other funds holding CHX

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return

Cape Investment Advisory's CHX Position: Q2 2025 in Review

Cape Investment Advisory sold out of ChampionX (CHX) in Q2 2025, closing a stake of 200 shares — an estimated $5.96K sold.

Cape Investment Advisory first reported a position in CHX in Q1 2023 and held it in 9 quarters. The position peaked at $7.35K in Q1 2023. 368 funds tracked by Wall St. Rank hold CHX as of Q2 2025.

  • Cape Investment Advisory reported no remaining ChampionX position as of Q2 2025 after selling out during the quarter.
  • Cape Investment Advisory sold 200 ChampionX shares in Q2 2025, an estimated $5.96K.
  • Cape Investment Advisory first reported a position in ChampionX in Q1 2023 and held it in 9 quarters.
  • Cape Investment Advisory's ChampionX position peaked at $7.35K in Q1 2023.
  • 368 funds tracked by Wall St. Rank held ChampionX as of Q2 2025.

Based on Cape Investment Advisory's 13F filing for Q2 2025, filed 19 Aug 2025.