Corient Private Wealth’s ChampionX CHX Stock Holding History

Corient Private Wealth’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	-25,723	Closed	-$639K	–	2577
2025 Q2	$639K	Sell	25,723 -3,948	-13%	-$99.4K	﹤0.01%	1577
2025 Q1	$884K	Buy	29,671 +331	+1%	+$9.66K	﹤0.01%	1324
2024 Q4	$798K	Buy	29,340 +41	+0.1%	+$1.22K	﹤0.01%	1408
2024 Q3	$883K	Sell	29,299 -288	-1%	-$9.1K	﹤0.01%	1462
2024 Q2	$983K	Buy	29,587 +14,132	+91%	+$482K	﹤0.01%	1337
2024 Q1	$555K	Buy	15,455 +255	+2%	+$7.63K	﹤0.01%	1584
2023 Q4	$444K	Buy	15,200 +487	+3%	+$15.1K	﹤0.01%	1666
2023 Q3	$524K	Hold	14,713	–	–	﹤0.01%	1477
2023 Q2	$457K	Hold	14,713	–	–	﹤0.01%	1495
2023 Q1	$399K	Buy	14,713 +732	+5%	+$21.9K	﹤0.01%	1473
2022 Q4	$405K	Buy	+13,981	New	+$386K	﹤0.01%	1220

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

Corient Private Wealth's CHX Position: Q3 2025 in Review

Corient Private Wealth sold out of ChampionX (CHX) in Q3 2025, closing a stake of 25,723 shares — an estimated $639K sold.

Corient Private Wealth first reported a position in CHX in Q4 2022 and held it in 11 quarters. The position peaked at $983K in Q2 2024. 3 funds tracked by Wall St. Rank hold CHX as of Q3 2025.

Corient Private Wealth reported no remaining ChampionX position as of Q3 2025 after selling out during the quarter.
Corient Private Wealth sold 25,723 ChampionX shares in Q3 2025, an estimated $639K.
Corient Private Wealth first reported a position in ChampionX in Q4 2022 and held it in 11 quarters.
Corient Private Wealth's ChampionX position peaked at $983K in Q2 2024.
3 funds tracked by Wall St. Rank held ChampionX as of Q3 2025.

Based on Corient Private Wealth's 13F filing for Q3 2025, filed 14 Nov 2025.