Carson Wealth (CWM LLC)’s ChampionX CHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-37,240
| Closed | -$925K | – | 5297 |
|
|
2025
Q2 | $925K | Buy |
37,240
+21,798
| +141% | +$549K | ﹤0.01% | 1276 |
|
|
2025
Q1 | $460K | Buy |
15,442
+8,570
| +125% | +$250K | ﹤0.01% | 1483 |
|
|
2024
Q4 | $187K | Buy |
6,872
+916
| +15% | +$27.2K | ﹤0.01% | 1864 |
|
|
2024
Q3 | $180K | Buy |
5,956
+288
| +5% | +$9.1K | ﹤0.01% | 1811 |
|
|
2024
Q2 | $188K | Sell |
5,668
-88,723
| -94% | -$3.03M | ﹤0.01% | 1620 |
|
|
2024
Q1 | $3.39M | Sell |
94,391
-26,210
| -22% | -$784K | 0.02% | 501 |
|
|
2023
Q4 | $3.52M | Sell |
120,601
-7,184
| -6% | -$222K | 0.02% | 460 |
|
|
2023
Q3 | $4.55M | Sell |
127,785
-4,652
| -4% | -$165K | 0.03% | 378 |
|
|
2023
Q2 | $4.11M | Sell |
132,437
-4,384
| -3% | -$121K | 0.03% | 380 |
|
|
2023
Q1 | $3.71M | Sell |
136,821
-6,776
| -5% | -$202K | 0.03% | 379 |
|
|
2022
Q4 | $4.16M | Sell |
143,597
-24,112
| -14% | -$666K | 0.03% | 331 |
|
|
2022
Q3 | $3.28M | Buy |
167,709
+166,960
| +22,291% | +$3.44M | 0.03% | 347 |
|
|
2022
Q2 | $15K | Hold |
749
| – | – | ﹤0.01% | 2303 |
|
|
2022
Q1 | $18K | Buy |
749
+199
| +36% | +$4.61K | ﹤0.01% | 2134 |
|
|
2021
Q4 | $11K | Buy |
+550
| New | +$12.9K | ﹤0.01% | 2290 |
|
|
2021
Q2 | $15K | Hold |
569
| – | – | ﹤0.01% | 1917 |
|
|
2021
Q1 | $15K | Hold |
569
| – | – | ﹤0.01% | 1917 |
|
|
2020
Q4 | $15K | Hold |
569
| – | – | ﹤0.01% | 1917 |
|
|
2020
Q3 | $15K | Hold |
569
| – | – | ﹤0.01% | 1917 |
|
|
2020
Q2 | $15K | Hold |
569
| – | – | ﹤0.01% | 1917 |
|
|
2020
Q1 | $15K | Hold |
569
| – | – | ﹤0.01% | 1917 |
|
|
2019
Q4 | $15K | Hold |
569
| – | – | ﹤0.01% | 1917 |
|
|
2019
Q3 | $15K | Hold |
569
| – | – | ﹤0.01% | 1917 |
|
|
2019
Q2 | $15K | Hold |
569
| – | – | ﹤0.01% | 1917 |
|
|
2019
Q1 | $15K | Buy |
569
+518
| +1,016% | +$19.2K | ﹤0.01% | 1917 |
|
|
2018
Q4 | $1K | Buy |
51
+20
| +65% | +$735 | ﹤0.01% | 1859 |
|
|
2018
Q3 | $1K | Hold |
31
| – | – | ﹤0.01% | 1628 |
|
|
2018
Q2 | $1K | Buy |
+31
| New | +$1.27K | ﹤0.01% | 1492 |
|
Other funds holding CHX
Carson Wealth (CWM LLC)'s CHX Position: Q3 2025 in Review
Carson Wealth (CWM LLC) sold out of ChampionX (CHX) in Q3 2025, closing a stake of 37,240 shares — an estimated $925K sold.
Carson Wealth (CWM LLC) first reported a position in CHX in Q2 2018 and held it in 28 quarters. The position peaked at $4.55M in Q3 2023. 3 funds tracked by Wall St. Rank hold CHX as of Q3 2025.
- Carson Wealth (CWM LLC) reported no remaining ChampionX position as of Q3 2025 after selling out during the quarter.
- Carson Wealth (CWM LLC) sold 37,240 ChampionX shares in Q3 2025, an estimated $925K.
- Carson Wealth (CWM LLC) first reported a position in ChampionX in Q2 2018 and held it in 28 quarters.
- Carson Wealth (CWM LLC)'s ChampionX position peaked at $4.55M in Q3 2023.
- 3 funds tracked by Wall St. Rank held ChampionX as of Q3 2025.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2025, filed 15 Oct 2025.