Congress Wealth Management’s ChampionX CHX Stock Holding History

Congress Wealth Management’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	-13,695	Closed	-$372K	–	1073
2024 Q4	$372K	Sell	13,695 -3,866	-22%	-$115K	0.01%	716
2024 Q3	$529K	Sell	17,561 -3,317	-16%	-$105K	0.01%	629
2024 Q2	$693K	Sell	20,878 -345,321	-94%	-$11.8M	0.01%	485
2024 Q1	$13.1M	Buy	366,199 +5,918	+2%	+$177K	0.23%	132
2023 Q4	$10.5M	Buy	360,281 +2,880	+0.8%	+$89.1K	0.19%	152
2023 Q3	$12.7M	Buy	357,401 +8,585	+2%	+$305K	0.26%	107
2023 Q2	$10.8M	Buy	348,816 +338,857	+3,403%	+$9.33M	0.25%	129
2023 Q1	$270K	Hold	9,959	–	–	0.01%	498
2022 Q4	$289K	Buy	+9,959	New	+$275K	0.01%	485
2022 Q3	–	Sell	-11,321	Closed	-$225K	–	551
2022 Q2	$225K	Buy	11,321 +3,056	+37%	+$69K	0.01%	516
2022 Q1	$202K	Buy	+8,265	New	+$191K	﹤0.01%	582

Other funds holding CHX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 Oslo, Norway $935B AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Congress Wealth Management's CHX Position: Q1 2025 in Review

Congress Wealth Management sold out of ChampionX (CHX) in Q1 2025, closing a stake of 13,695 shares — an estimated $372K sold.

Congress Wealth Management first reported a position in CHX in Q1 2022 and held it in 11 quarters. The position peaked at $13.1M in Q1 2024. 416 funds tracked by Wall St. Rank hold CHX as of Q1 2025.

Congress Wealth Management reported no remaining ChampionX position as of Q1 2025 after selling out during the quarter.
Congress Wealth Management sold 13,695 ChampionX shares in Q1 2025, an estimated $372K.
Congress Wealth Management first reported a position in ChampionX in Q1 2022 and held it in 11 quarters.
Congress Wealth Management's ChampionX position peaked at $13.1M in Q1 2024.
416 funds tracked by Wall St. Rank held ChampionX as of Q1 2025.

Based on Congress Wealth Management's 13F filing for Q1 2025, filed 14 May 2025.