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Addison Advisors’s Chord Energy CHRD Stock Holding History

Addison Advisors’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
Q1 		$18.6K Hold
131
– – ﹤0.01% 567
2025
Q4 		$12.1K Buy
131
+72
+122% +$6.67K ﹤0.01% 607
2025
Q3 		$5.86K Hold
59
– – ﹤0.01% 686
2025
Q2 		$5.71K Buy
59
+11
+23% +$1.05K ﹤0.01% 692
2025
Q1 		$5.41K Sell
48
-129
-73% -$14.7K ﹤0.01% 658
2024
Q4 		$20.7K Buy
177
+140
+378% +$17.6K 0.01% 501
2024
Q3 		$4.82K Sell
37
-5
-12% -$767 ﹤0.01% 672
2024
Q2 		$7.04K Buy
+42
New +$7.45K ﹤0.01% 602

Other funds holding CHRD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Addison Advisors's CHRD Position: Q1 2026 in Review

Addison Advisors held its Chord Energy (CHRD) position steady in Q1 2026 at 131 shares worth $18.6K. The position accounts for ﹤0.01% of the portfolio, ranked #567.

Addison Advisors first reported a position in CHRD in Q2 2024 and has held it in 8 quarters since. The position peaked at $20.7K in Q4 2024. 492 funds tracked by Wall St. Rank hold CHRD as of Q1 2026.

  • Addison Advisors held 131 shares of Chord Energy worth $18.6K as of Q1 2026.
  • Addison Advisors left its Chord Energy share count unchanged in Q1 2026.
  • Chord Energy made up ﹤0.01% of Addison Advisors's portfolio in Q1 2026, its #567 holding.
  • Addison Advisors first reported a position in Chord Energy in Q2 2024 and has held it in 8 quarters since.
  • Addison Advisors's Chord Energy position peaked at $20.7K in Q4 2024.
  • 492 funds tracked by Wall St. Rank held Chord Energy as of Q1 2026.

Based on Addison Advisors's 13F filing for Q1 2026, filed 8 May 2026.