Orion Portfolio Solutions’s ChampionX CHX Stock Holding History

Orion Portfolio Solutions’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	$214K	Sell	7,179 -44,520	-86%	-$1.3M	﹤0.01%	1778
2024 Q4	$1.41M	Sell	51,699 -2,115	-4%	-$62.9K	0.01%	876
2024 Q3	$1.62M	Sell	53,814 -2,895	-5%	-$91.4K	0.02%	800
2024 Q2	$1.88M	Sell	56,709 -10,385	-15%	-$354K	0.02%	660
2024 Q1	$2.41M	Buy	67,094 +2,784	+4%	+$83.3K	0.03%	571
2023 Q4	$1.78M	Sell	64,310 -8,818	-12%	-$273K	0.02%	693
2023 Q3	$2.6M	Sell	73,128 -6,028	-8%	-$214K	0.03%	496
2023 Q2	$2.46M	Sell	79,156 -3,672	-4%	-$101K	0.03%	557
2023 Q1	$2.25M	Buy	+82,828	New	+$2.47M	0.03%	543
2020 Q3	–	Sell	-285	Closed	-$3K	–	709
2020 Q2	$3K	Sell	285 -233	-45%	-$2.13K	﹤0.01%	1626
2020 Q1	$3K	Buy	518 +465	+877%	+$9.66K	﹤0.01%	1438
2019 Q4	$2K	Buy	+53	New	+$1.44K	﹤0.01%	1490

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

Orion Portfolio Solutions's CHX Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its ChampionX (CHX) stake by 86% in Q1 2025, selling an estimated $1.3M and leaving 7,179 shares worth $214K. The position accounts for ﹤0.01% of the portfolio, ranked #1778.

Orion Portfolio Solutions first reported a position in CHX in Q4 2019 and has held it in 12 quarters since. The position peaked at $2.6M in Q3 2023. 416 funds tracked by Wall St. Rank hold CHX as of Q1 2025.

Orion Portfolio Solutions held 7,179 shares of ChampionX worth $214K as of Q1 2025.
Orion Portfolio Solutions sold 44,520 ChampionX shares in Q1 2025, an estimated $1.3M.
ChampionX made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1778 holding.
Orion Portfolio Solutions first reported a position in ChampionX in Q4 2019 and has held it in 12 quarters since.
Orion Portfolio Solutions's ChampionX position peaked at $2.6M in Q3 2023.
416 funds tracked by Wall St. Rank held ChampionX as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.