Energy Opportunities Capital Management’s ChampionX CHX Stock Holding History

Energy Opportunities Capital 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
2022 Q4	$565K	Sell	19,475 -1,175	-6%	-$32.4K	1.64%	26
2022 Q3	$404K	Sell	20,650 -3,585	-15%	-$73.9K	1.3%	30
2022 Q2	$481K	Sell	24,235 -2,210	-8%	-$49.9K	1.38%	28
2022 Q1	$647K	Buy	26,445 +630	+2%	+$14.6K	1.54%	27
2021 Q4	$522K	Sell	25,815 -5,845	-18%	-$137K	1.55%	29
2021 Q3	$708K	Sell	31,660 -6,720	-18%	-$154K	1.83%	28
2021 Q2	$984K	Buy	38,380 +21,075	+122%	+$513K	2.51%	17
2021 Q1	$376K	Buy	+17,305	New	+$336K	0.95%	38
2019 Q3	–	Sell	-11,100	Closed	-$372K	–	40
2019 Q2	$372K	Hold	11,100	–	–	0.93%	34
2019 Q1	$456K	Sell	11,100 -8,840	-44%	-$327K	1.06%	32
2018 Q4	$540K	Sell	19,940 -7,930	-28%	-$292K	0.95%	30
2018 Q3	$1.21M	Buy	+27,870	New	+$1.17M	0.94%	33

Other funds holding CHX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

GCM

Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Energy Opportunities Capital Management's CHX Position: Q4 2022 in Review

Energy Opportunities Capital Management reduced its ChampionX (CHX) stake by 5.7% in Q4 2022, selling an estimated $32.4K and leaving 19,475 shares worth $565K. The position accounts for 1.64% of the portfolio, ranked #26.

Energy Opportunities Capital Management first reported a position in CHX in Q3 2018 and has held it in 12 quarters since. The position peaked at $1.21M in Q3 2018. 388 funds tracked by Wall St. Rank hold CHX as of Q4 2022.

Energy Opportunities Capital Management held 19,475 shares of ChampionX worth $565K as of Q4 2022.
Energy Opportunities Capital Management sold 1,175 ChampionX shares in Q4 2022, an estimated $32.4K.
ChampionX made up 1.64% of Energy Opportunities Capital Management's portfolio in Q4 2022, its #26 holding.
Energy Opportunities Capital Management first reported a position in ChampionX in Q3 2018 and has held it in 12 quarters since.
Energy Opportunities Capital Management's ChampionX position peaked at $1.21M in Q3 2018.
388 funds tracked by Wall St. Rank held ChampionX as of Q4 2022.

Based on Energy Opportunities Capital Management's 13F filing for Q4 2022, filed 14 Feb 2023.