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Activest Wealth Management’s Chord Energy CHRD Stock Holding History

Activest Wealth Management’s Portfolio CHRD Stock Details CHRD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.09K Buy
27
+5
+23% +$678 ﹤0.01% 793
2026
Q1 		$3.13K Buy
+22
New +$2.4K ﹤0.01% 899
2025
Q4 		– Sell
-3
Closed -$298 – 1162
2025
Q3 		$298 Hold
3
– – ﹤0.01% 997
2025
Q2 		$291 Buy
3
+2
+200% +$190 ﹤0.01% 935
2025
Q1 		$113 Buy
+1
New +$114 ﹤0.01% 963

Other funds holding CHRD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Activest Wealth Management's CHRD Position: Q2 2026 in Review

Activest Wealth Management increased its Chord Energy (CHRD) stake by 23% in Q2 2026, buying an estimated $678 and bringing the position to 27 shares worth $3.09K. The position accounts for ﹤0.01% of the portfolio, ranked #793.

Activest Wealth Management first reported a position in CHRD in Q1 2025 and has held it in 5 quarters since. The position peaked at $3.13K in Q1 2026. 516 funds tracked by Wall St. Rank hold CHRD as of Q2 2026.

  • Activest Wealth Management held 27 shares of Chord Energy worth $3.09K as of Q2 2026.
  • Activest Wealth Management bought 5 Chord Energy shares in Q2 2026, an estimated $678.
  • Chord Energy made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #793 holding.
  • Activest Wealth Management first reported a position in Chord Energy in Q1 2025 and has held it in 5 quarters since.
  • Activest Wealth Management's Chord Energy position peaked at $3.13K in Q1 2026.
  • 516 funds tracked by Wall St. Rank held Chord Energy as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.