PWMAI
CHX

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s ChampionX CHX Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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
2024
Q4 		– Sell
-5,991
Closed -$181K – 481
2024
Q3 		$181K Buy
5,991
+16
+0.3% +$505 0.09% 102
2024
Q2 		$198K Buy
5,975
+586
+11% +$20K 0.11% 92
2024
Q1 		$193K Buy
+5,389
New +$161K 0.13% 92

Other funds holding CHX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s CHX Position: Q4 2024 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of ChampionX (CHX) in Q4 2024, closing a stake of 5,991 shares — an estimated $181K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in CHX in Q1 2024 and held it in 3 quarters. The position peaked at $198K in Q2 2024. 418 funds tracked by Wall St. Rank hold CHX as of Q4 2024.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining ChampionX position as of Q4 2024 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 5,991 ChampionX shares in Q4 2024, an estimated $181K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in ChampionX in Q1 2024 and held it in 3 quarters.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s ChampionX position peaked at $198K in Q2 2024.
  • 418 funds tracked by Wall St. Rank held ChampionX as of Q4 2024.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q4 2024, filed 7 Aug 2026.