SW
CHX

SVB Wealth’s ChampionX CHX Stock Holding History

SVB Wealth’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
Q2 		– Sell
-375
Closed -$11.2K – 735
2025
Q1 		$11.2K Buy
+375
New +$10.9K ﹤0.01% 867
2020
Q1 		– Sell
-7,076
Closed -$239K – 614
2019
Q4 		$239K Buy
+7,076
New +$193K ﹤0.01% 540
2019
Q2 		– Sell
-5,859
Closed -$241K – 525
2019
Q1 		$241K Sell
5,859
-1,666
-22% -$61.6K 0.01% 365
2018
Q4 		$204K Hold
7,525
– – 0.01% 381
2018
Q3 		$328K Sell
7,525
-1,060
-12% -$44.4K 0.01% 364
2018
Q2 		$358K Buy
+8,585
New +$351K 0.01% 363

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 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