LFA
CHX

Legend Financial Advisors’s ChampionX CHX Stock Holding History

Legend Financial 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
Q1 		– Sell
-547
Closed -$14.9K – 70
2024
Q4 		$14.9K Hold
547
– – 0.01% 98
2024
Q3 		$16.5K Sell
547
-20,925
-97% -$661K 0.01% 82
2024
Q2 		$713K Buy
21,472
+340
+2% +$11.6K 0.51% 25
2024
Q1 		$758K Buy
21,132
+720
+4% +$21.5K 0.55% 24
2023
Q4 		$596K Buy
20,412
+35
+0.2% +$1.08K 0.48% 28
2023
Q3 		$726K Buy
20,377
+13
+0.1% +$462 0.62% 23
2023
Q2 		$632K Buy
20,364
+30
+0.1% +$826 0.53% 24
2023
Q1 		$552K Buy
20,334
+4,231
+26% +$126K 0.46% 25
2022
Q4 		$467K Buy
+16,103
New +$444K 0.41% 29

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

Legend Financial Advisors's CHX Position: Q1 2025 in Review

Legend Financial Advisors sold out of ChampionX (CHX) in Q1 2025, closing a stake of 547 shares — an estimated $14.9K sold.

Legend Financial Advisors first reported a position in CHX in Q4 2022 and held it in 9 quarters. The position peaked at $758K in Q1 2024. 416 funds tracked by Wall St. Rank hold CHX as of Q1 2025.

  • Legend Financial Advisors reported no remaining ChampionX position as of Q1 2025 after selling out during the quarter.
  • Legend Financial Advisors sold 547 ChampionX shares in Q1 2025, an estimated $14.9K.
  • Legend Financial Advisors first reported a position in ChampionX in Q4 2022 and held it in 9 quarters.
  • Legend Financial Advisors's ChampionX position peaked at $758K in Q1 2024.
  • 416 funds tracked by Wall St. Rank held ChampionX as of Q1 2025.

Based on Legend Financial Advisors's 13F filing for Q1 2025, filed 14 May 2025.