Level Four Advisory Services’s ChampionX CHX Stock Holding History

Level Four Advisory Services’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	-24,004	Closed	-$653K	–	759
2024 Q4	$653K	Sell	24,004 -14,509	-38%	-$431K	0.03%	440
2024 Q3	$1.09M	Buy	38,513 +5,927	+18%	+$187K	0.05%	330
2024 Q2	$1.08M	Buy	+32,586	New	+$1.11M	0.05%	314
2023 Q1	–	Sell	-12,860	Closed	-$373K	–	771
2022 Q4	$373K	Buy	+12,860	New	+$355K	0.03%	467

Other funds holding CHX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 Oslo, Norway $935B AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Level Four Advisory Services's CHX Position: Q1 2025 in Review

Level Four Advisory Services sold out of ChampionX (CHX) in Q1 2025, closing a stake of 24,004 shares — an estimated $653K sold.

Level Four Advisory Services first reported a position in CHX in Q4 2022 and held it in 4 quarters. The position peaked at $1.09M in Q3 2024. 416 funds tracked by Wall St. Rank hold CHX as of Q1 2025.

Level Four Advisory Services reported no remaining ChampionX position as of Q1 2025 after selling out during the quarter.
Level Four Advisory Services sold 24,004 ChampionX shares in Q1 2025, an estimated $653K.
Level Four Advisory Services first reported a position in ChampionX in Q4 2022 and held it in 4 quarters.
Level Four Advisory Services's ChampionX position peaked at $1.09M in Q3 2024.
416 funds tracked by Wall St. Rank held ChampionX as of Q1 2025.

Based on Level Four Advisory Services's 13F filing for Q1 2025, filed 14 May 2025.