Envestnet Portfolio Solutions
CHX

Envestnet Portfolio Solutions’s ChampionX CHX Stock Holding History

Envestnet Portfolio Solutions’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
Q2 		– Sell
-8,549
Closed -$255K – 1537
2025
Q1 		$255K Sell
8,549
-14,574
-63% -$426K ﹤0.01% 1371
2024
Q4 		$629K Sell
23,123
-632
-3% -$18.8K ﹤0.01% 1121
2024
Q3 		$716K Buy
23,755
+1,243
+6% +$39.3K ﹤0.01% 1032
2024
Q2 		$748K Sell
22,512
-19,022
-46% -$649K ﹤0.01% 967
2024
Q1 		$1.49M Buy
41,534
+1,319
+3% +$39.4K 0.01% 720
2023
Q4 		$1.17M Sell
40,215
-2,999
-7% -$92.8K ﹤0.01% 751
2023
Q3 		$1.54M Buy
+43,214
New +$1.54M 0.01% 628

Other funds holding CHX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
Brown Advisory
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

Envestnet Portfolio Solutions's CHX Position: Q2 2025 in Review

Envestnet Portfolio Solutions sold out of ChampionX (CHX) in Q2 2025, closing a stake of 8,549 shares — an estimated $255K sold.

Envestnet Portfolio Solutions first reported a position in CHX in Q3 2023 and held it in 7 quarters. The position peaked at $1.54M in Q3 2023. 368 funds tracked by Wall St. Rank hold CHX as of Q2 2025.

  • Envestnet Portfolio Solutions reported no remaining ChampionX position as of Q2 2025 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 8,549 ChampionX shares in Q2 2025, an estimated $255K.
  • Envestnet Portfolio Solutions first reported a position in ChampionX in Q3 2023 and held it in 7 quarters.
  • Envestnet Portfolio Solutions's ChampionX position peaked at $1.54M in Q3 2023.
  • 368 funds tracked by Wall St. Rank held ChampionX as of Q2 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.