Creative Planning’s ChampionX CHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-135,774
| Closed | -$3.37M | – | 3932 |
|
|
2025
Q2 | $3.37M | Sell |
135,774
-40,389
| -23% | -$1.02M | ﹤0.01% | 966 |
|
|
2025
Q1 | $5.25M | Buy |
176,163
+33,052
| +23% | +$965K | ﹤0.01% | 688 |
|
|
2024
Q4 | $3.89M | Sell |
143,111
-3,396
| -2% | -$101K | ﹤0.01% | 767 |
|
|
2024
Q3 | $4.42M | Buy |
146,507
+3,025
| +2% | +$95.5K | ﹤0.01% | 681 |
|
|
2024
Q2 | $4.77M | Buy |
143,482
+7,069
| +5% | +$241K | 0.01% | 634 |
|
|
2024
Q1 | $4.9M | Buy |
136,413
+20,236
| +17% | +$605K | 0.01% | 607 |
|
|
2023
Q4 | $3.39M | Buy |
116,177
+5,096
| +5% | +$158K | 0.01% | 692 |
|
|
2023
Q3 | $3.96M | Buy |
111,081
+4,863
| +5% | +$173K | 0.01% | 601 |
|
|
2023
Q2 | $3.3M | Buy |
106,218
+3,158
| +3% | +$87K | ﹤0.01% | 646 |
|
|
2023
Q1 | $2.8M | Buy |
103,060
+2,425
| +2% | +$72.4K | ﹤0.01% | 668 |
|
|
2022
Q4 | $2.92M | Buy |
100,635
+1,114
| +1% | +$30.8K | ﹤0.01% | 627 |
|
|
2022
Q3 | $1.95M | Buy |
99,521
+1,587
| +2% | +$32.7K | ﹤0.01% | 707 |
|
|
2022
Q2 | $1.94M | Buy |
97,934
+803
| +0.8% | +$18.1K | ﹤0.01% | 727 |
|
|
2022
Q1 | $2.38M | Buy |
97,131
+363
| +0.4% | +$8.4K | ﹤0.01% | 663 |
|
|
2021
Q4 | $1.96M | Sell |
96,768
-24
| -0% | -$564 | ﹤0.01% | 694 |
|
|
2021
Q3 | $2.16M | Hold |
96,792
| – | – | ﹤0.01% | 660 |
|
|
2021
Q2 | $2.48M | Sell |
96,792
-522
| -0.5% | -$12.7K | ﹤0.01% | 600 |
|
|
2021
Q1 | $2.12M | Sell |
97,314
-150
| -0.2% | -$2.91K | ﹤0.01% | 702 |
|
|
2020
Q4 | $1.49M | Buy |
97,464
+1,158
| +1% | +$12.9K | ﹤0.01% | 782 |
|
|
2020
Q3 | $769K | Sell |
96,306
-97,206
| -50% | -$937K | ﹤0.01% | 911 |
|
|
2020
Q2 | $1.89M | Buy |
193,512
+96,721
| +100% | +$886K | 0.01% | 516 |
|
|
2020
Q1 | $557K | Sell |
96,791
-2,215
| -2% | -$46K | ﹤0.01% | 887 |
|
|
2019
Q4 | $3.34M | Buy |
99,006
+998
| +1% | +$27.2K | 0.01% | 376 |
|
|
2019
Q3 | $2.65M | Sell |
98,008
-541
| -0.5% | -$15.8K | 0.01% | 420 |
|
|
2019
Q2 | $3.31M | Buy |
98,549
+305
| +0.3% | +$11.1K | 0.01% | 371 |
|
|
2019
Q1 | $4.03M | Sell |
98,244
-197
| -0.2% | -$7.28K | 0.01% | 310 |
|
|
2018
Q4 | $2.67M | Buy |
98,441
+221
| +0.2% | +$8.13K | 0.01% | 365 |
|
|
2018
Q3 | $4.28M | Sell |
98,220
-19
| -0% | -$796 | 0.02% | 304 |
|
|
2018
Q2 | $4.1M | Buy |
+98,239
| New | +$4.02M | 0.02% | 302 |
|
Other funds holding CHX
Creative Planning's CHX Position: Q3 2025 in Review
Creative Planning sold out of ChampionX (CHX) in Q3 2025, closing a stake of 135,774 shares — an estimated $3.37M sold.
Creative Planning first reported a position in CHX in Q2 2018 and held it in 29 quarters. The position peaked at $5.25M in Q1 2025. 3 funds tracked by Wall St. Rank hold CHX as of Q3 2025.
- Creative Planning reported no remaining ChampionX position as of Q3 2025 after selling out during the quarter.
- Creative Planning sold 135,774 ChampionX shares in Q3 2025, an estimated $3.37M.
- Creative Planning first reported a position in ChampionX in Q2 2018 and held it in 29 quarters.
- Creative Planning's ChampionX position peaked at $5.25M in Q1 2025.
- 3 funds tracked by Wall St. Rank held ChampionX as of Q3 2025.
Based on Creative Planning's 13F filing for Q3 2025, filed 14 Nov 2025.