KIM
CHX

Kestra Investment Management’s ChampionX CHX Stock Holding History

Kestra Investment 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
2025
Q1 		– Sell
-56
Closed -$1.53K – 981
2024
Q4 		$1.53K Buy
+56
New +$1.67K ﹤0.01% 1054

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
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Kestra Investment Management's CHX Position: Q1 2025 in Review

Kestra Investment Management sold out of ChampionX (CHX) in Q1 2025, closing a stake of 56 shares — an estimated $1.53K sold.

Kestra Investment Management first reported a position in CHX in Q4 2024 and held it in 1 quarter. The position peaked at $1.53K in Q4 2024. 417 funds tracked by Wall St. Rank hold CHX as of Q1 2025.

  • Kestra Investment Management reported no remaining ChampionX position as of Q1 2025 after selling out during the quarter.
  • Kestra Investment Management sold 56 ChampionX shares in Q1 2025, an estimated $1.53K.
  • Kestra Investment Management first reported a position in ChampionX in Q4 2024 and held it in 1 quarter.
  • Kestra Investment Management's ChampionX position peaked at $1.53K in Q4 2024.
  • 417 funds tracked by Wall St. Rank held ChampionX as of Q1 2025.

Based on Kestra Investment Management's 13F filing for Q1 2025, filed 16 May 2025.