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Allworth Financial’s Chord Energy CHRD Stock Holding History

Allworth Financial’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 		$136K Buy
1,189
+169
+17% +$22.9K ﹤0.01% 1749
2026
Q1 		$145K Buy
1,020
+634
+164% +$69.1K ﹤0.01% 1598
2025
Q4 		$35.8K Sell
386
-520
-57% -$48.2K ﹤0.01% 2426
2025
Q3 		$90K Buy
906
+247
+37% +$26K ﹤0.01% 1748
2025
Q2 		$63.8K Buy
659
+406
+160% +$38.6K ﹤0.01% 1800
2025
Q1 		$24K Buy
253
+1
+0.4% +$114 ﹤0.01% 1967
2024
Q4 		$30.8K Buy
252
+7
+3% +$880 ﹤0.01% 1834
2024
Q3 		$31.9K Buy
245
+29
+13% +$4.45K ﹤0.01% 1615
2024
Q2 		$37.9K Buy
216
+89
+70% +$15.8K ﹤0.01% 1508
2024
Q1 		$22.6K Sell
127
-14
-10% -$2.25K ﹤0.01% 1706
2023
Q4 		$23.4K Buy
141
+20
+17% +$3.27K ﹤0.01% 1557
2023
Q3 		$19.6K Sell
121
-4
-3% -$628 ﹤0.01% 1528
2023
Q2 		$19.2K Buy
125
+14
+13% +$2.03K ﹤0.01% 1563
2023
Q1 		$14.9K Buy
111
+15
+16% +$2.04K ﹤0.01% 1622
2022
Q4 		$13.1K Buy
96
+7
+8% +$1.03K ﹤0.01% 1596
2022
Q3 		$12K Buy
+89
New +$11.4K ﹤0.01% 1529

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

Allworth Financial's CHRD Position: Q2 2026 in Review

Allworth Financial increased its Chord Energy (CHRD) stake by 17% in Q2 2026, buying an estimated $22.9K and bringing the position to 1,189 shares worth $136K. The position accounts for ﹤0.01% of the portfolio, ranked #1749.

Allworth Financial first reported a position in CHRD in Q3 2022 and has held it in 16 quarters since. The position peaked at $145K in Q1 2026. 516 funds tracked by Wall St. Rank hold CHRD as of Q2 2026.

  • Allworth Financial held 1,189 shares of Chord Energy worth $136K as of Q2 2026.
  • Allworth Financial bought 169 Chord Energy shares in Q2 2026, an estimated $22.9K.
  • Chord Energy made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1749 holding.
  • Allworth Financial first reported a position in Chord Energy in Q3 2022 and has held it in 16 quarters since.
  • Allworth Financial's Chord Energy position peaked at $145K in Q1 2026.
  • 516 funds tracked by Wall St. Rank held Chord Energy as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.