Cerity Partners’s ChampionX CHX Stock Holding History

Cerity Partners’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 Q3	–	Sell	-94,032	Closed	-$2.34M	–	2770
2025 Q2	$2.34M	Buy	94,032 +33,841	+56%	+$852K	﹤0.01%	1144
2025 Q1	$1.79M	Sell	60,191 -55,188	-48%	-$1.61M	﹤0.01%	1174
2024 Q4	$3.24M	Sell	115,379 -36,659	-24%	-$1.09M	0.01%	894
2024 Q3	$4.58M	Buy	152,038 +113,232	+292%	+$3.58M	0.01%	729
2024 Q2	$1.29M	Sell	38,806 -4,578	-11%	-$156K	﹤0.01%	1112
2024 Q1	$1.56M	Sell	43,384 -71,495	-62%	-$2.14M	﹤0.01%	1083
2023 Q4	$3.36M	Buy	114,879 +6,119	+6%	+$189K	0.01%	633
2023 Q3	$3.87M	Buy	+108,760	New	+$3.86M	0.02%	461
2023 Q2	–	Sell	-7,401	Closed	-$201K	–	1695
2023 Q1	$201K	Sell	7,401 -1,543	-17%	-$46.1K	﹤0.01%	1718
2022 Q4	$259K	Buy	+8,944	New	+$247K	﹤0.01%	1211

Other funds holding CHX

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Cerity Partners's CHX Position: Q3 2025 in Review

Cerity Partners sold out of ChampionX (CHX) in Q3 2025, closing a stake of 94,032 shares — an estimated $2.34M sold.

Cerity Partners first reported a position in CHX in Q4 2022 and held it in 10 quarters. The position peaked at $4.58M in Q3 2024. 3 funds tracked by Wall St. Rank hold CHX as of Q3 2025.

Cerity Partners reported no remaining ChampionX position as of Q3 2025 after selling out during the quarter.
Cerity Partners sold 94,032 ChampionX shares in Q3 2025, an estimated $2.34M.
Cerity Partners first reported a position in ChampionX in Q4 2022 and held it in 10 quarters.
Cerity Partners's ChampionX position peaked at $4.58M in Q3 2024.
3 funds tracked by Wall St. Rank held ChampionX as of Q3 2025.

Based on Cerity Partners's 13F filing for Q3 2025, filed 22 Oct 2025.