CFGS
CHX

Concourse Financial Group Securities’s ChampionX CHX Stock Holding History

Concourse Financial Group Securities’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
Q1 		– Sell
-1,637
Closed -$48.8K – 362
2024
Q4 		$48.8K Sell
1,637
-405
-20% -$12K ﹤0.01% 1229
2024
Q3 		$61.6K Buy
2,042
+43
+2% +$1.36K ﹤0.01% 1110
2024
Q2 		$66.4K Sell
1,999
-1,787
-47% -$61K ﹤0.01% 1068
2024
Q1 		$136K Buy
3,786
+404
+12% +$12.1K 0.01% 813
2023
Q4 		$98.8K Buy
3,382
+768
+29% +$23.8K 0.01% 902
2023
Q3 		$93.1K Buy
2,614
+1,298
+99% +$46.1K 0.01% 874
2023
Q2 		$40.8K Buy
1,316
+511
+63% +$14.1K ﹤0.01% 1170
2023
Q1 		$21.8K Buy
805
+140
+21% +$4.18K ﹤0.01% 1434
2022
Q4 		$19.3K Buy
665
+374
+129% +$10.3K ﹤0.01% 1478
2022
Q3 		$6K Hold
291
– – ﹤0.01% 1589
2022
Q2 		$6K Sell
291
-9
-3% -$203 ﹤0.01% 1791
2022
Q1 		$7K Buy
300
+155
+107% +$3.59K ﹤0.01% 1778
2021
Q4 		$3K Hold
145
– – ﹤0.01% 2123
2021
Q3 		$3K Hold
145
– – ﹤0.01% 2165
2021
Q2 		$4K Hold
145
– – ﹤0.01% 2080
2021
Q1 		$3K Buy
145
+11
+8% +$214 ﹤0.01% 2053
2020
Q4 		$2K Sell
134
-4
-3% -$44 ﹤0.01% 2079
2020
Q3 		$1K Hold
138
– – ﹤0.01% 2067
2020
Q2 		$1K Sell
138
-266
-66% -$2.44K ﹤0.01% 1982
2020
Q1 		$2K Sell
404
-42
-9% -$873 ﹤0.01% 1865
2019
Q4 		$15K Buy
446
+208
+87% +$5.66K ﹤0.01% 1329
2019
Q3 		$6K Sell
238
-110
-32% -$3.21K ﹤0.01% 1257
2019
Q2 		$12K Buy
348
+55
+19% +$2K ﹤0.01% 1423
2019
Q1 		$12K Buy
293
+16
+6% +$592 ﹤0.01% 1446
2018
Q4 		$7K Buy
277
+86
+45% +$3.16K ﹤0.01% 1523
2018
Q3 		$8K Buy
+191
New +$8.01K ﹤0.01% 1200

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
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Concourse Financial Group Securities's CHX Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of ChampionX (CHX) in Q1 2025, closing a stake of 1,637 shares — an estimated $48.8K sold.

Concourse Financial Group Securities first reported a position in CHX in Q3 2018 and held it in 26 quarters. The position peaked at $136K in Q1 2024. 417 funds tracked by Wall St. Rank hold CHX as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining ChampionX position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 1,637 ChampionX shares in Q1 2025, an estimated $48.8K.
  • Concourse Financial Group Securities first reported a position in ChampionX in Q3 2018 and held it in 26 quarters.
  • Concourse Financial Group Securities's ChampionX position peaked at $136K in Q1 2024.
  • 417 funds tracked by Wall St. Rank held ChampionX as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.