VWM
CHX

Venturi Wealth Management’s ChampionX CHX Stock Holding History

Venturi Wealth 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
-1,889
Closed -$51.4K – 796
2024
Q4 		$51.4K Buy
1,889
+1,725
+1,052% +$51.3K ﹤0.01% 1009
2024
Q3 		$4.95K Hold
164
– – ﹤0.01% 1414
2024
Q2 		$5.45K Hold
164
– – ﹤0.01% 1216
2024
Q1 		$5.89K Hold
164
– – ﹤0.01% 1051
2023
Q4 		$4.79K Sell
164
-11
-6% -$340 ﹤0.01% 1035
2023
Q3 		$6.23K Buy
175
+11
+7% +$391 ﹤0.01% 917
2023
Q2 		$5.09K Hold
164
– – ﹤0.01% 750
2023
Q1 		$4.45K Buy
+164
New +$4.9K ﹤0.01% 851

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

Venturi Wealth Management's CHX Position: Q1 2025 in Review

Venturi Wealth Management sold out of ChampionX (CHX) in Q1 2025, closing a stake of 1,889 shares — an estimated $51.4K sold.

Venturi Wealth Management first reported a position in CHX in Q1 2023 and held it in 8 quarters. The position peaked at $51.4K in Q4 2024. 416 funds tracked by Wall St. Rank hold CHX as of Q1 2025.

  • Venturi Wealth Management reported no remaining ChampionX position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 1,889 ChampionX shares in Q1 2025, an estimated $51.4K.
  • Venturi Wealth Management first reported a position in ChampionX in Q1 2023 and held it in 8 quarters.
  • Venturi Wealth Management's ChampionX position peaked at $51.4K in Q4 2024.
  • 416 funds tracked by Wall St. Rank held ChampionX as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.