Covestor’s ChampionX CHX Stock Holding History

Covestor’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	-290	Closed	-$7K	–	2328
2025 Q2	$7K	Sell	290 -58	-17%	-$1.46K	﹤0.01%	1703
2025 Q1	$10K	Buy	348 +49	+16%	+$1.43K	0.01%	1480
2024 Q4	$8K	Sell	299 -294	-50%	-$8.74K	0.01%	1627
2024 Q3	$18K	Buy	593 +288	+94%	+$9.1K	0.01%	1245
2024 Q2	$10K	Buy	305 +1	+0.3%	+$34	0.01%	1522
2024 Q1	$11K	Buy	304 +15	+5%	+$449	0.01%	1494
2023 Q4	$8K	Sell	289 -10	-3%	-$309	0.01%	1677
2023 Q3	$11K	Sell	299 -2	-0.7%	-$71	0.01%	1362
2023 Q2	$9K	Sell	301 -10	-3%	-$275	0.01%	1486
2023 Q1	$8K	Sell	311 -458	-60%	-$13.7K	0.01%	1412
2022 Q4	$22K	Buy	769 +306	+66%	+$8.45K	0.02%	999
2022 Q3	$9K	Sell	463 -1,045	-69%	-$21.6K	0.01%	1296
2022 Q2	$30K	Sell	1,508 -708	-32%	-$16K	0.02%	885
2022 Q1	$54K	Buy	2,216 +1,933	+683%	+$44.8K	0.04%	779
2021 Q4	$6K	Buy	+283	New	+$6.66K	0.01%	1210

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

Covestor's CHX Position: Q3 2025 in Review

Covestor sold out of ChampionX (CHX) in Q3 2025, closing a stake of 290 shares — an estimated $7K sold.

Covestor first reported a position in CHX in Q4 2021 and held it in 15 quarters. The position peaked at $54K in Q1 2022. 3 funds tracked by Wall St. Rank hold CHX as of Q3 2025.

Covestor reported no remaining ChampionX position as of Q3 2025 after selling out during the quarter.
Covestor sold 290 ChampionX shares in Q3 2025, an estimated $7K.
Covestor first reported a position in ChampionX in Q4 2021 and held it in 15 quarters.
Covestor's ChampionX position peaked at $54K in Q1 2022.
3 funds tracked by Wall St. Rank held ChampionX as of Q3 2025.

Based on Covestor's 13F filing for Q3 2025, filed 30 Oct 2025.