EWA
CHX

EP Wealth Advisors’s ChampionX CHX Stock Holding History

EP Wealth Advisors’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 		$204K Sell
8,215
-481
-6% -$12.1K ﹤0.01% 1246
2025
Q1 		$259K Buy
+8,696
New +$254K ﹤0.01% 995

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

EP Wealth Advisors's CHX Position: Q2 2025 in Review

EP Wealth Advisors reduced its ChampionX (CHX) stake by 5.5% in Q2 2025, selling an estimated $12.1K and leaving 8,215 shares worth $204K. The position accounts for ﹤0.01% of the portfolio, ranked #1246.

EP Wealth Advisors first reported a position in CHX in Q1 2025 and has held it in 2 quarters since. The position peaked at $259K in Q1 2025. 368 funds tracked by Wall St. Rank hold CHX as of Q2 2025.

  • EP Wealth Advisors held 8,215 shares of ChampionX worth $204K as of Q2 2025.
  • EP Wealth Advisors sold 481 ChampionX shares in Q2 2025, an estimated $12.1K.
  • ChampionX made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2025, its #1246 holding.
  • EP Wealth Advisors first reported a position in ChampionX in Q1 2025 and has held it in 2 quarters since.
  • EP Wealth Advisors's ChampionX position peaked at $259K in Q1 2025.
  • 368 funds tracked by Wall St. Rank held ChampionX as of Q2 2025.

Based on EP Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.