Archford Capital Strategies’s Chord Energy CHRD Stock Holding History

Archford Capital Strategies’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	–	Sell	-3,000	Closed	-$278K	–	349
2025 Q4	$278K	Sell	3,000 -4	-0.1%	-$371	0.03%	287
2025 Q3	$299K	Buy	3,004 +3	+0.1%	+$315	0.04%	270
2025 Q2	$291K	Buy	3,001 +1	+0%	+$95	0.04%	270
2025 Q1	$338K	Buy	+3,000	New	+$341K	0.05%	237
2017 Q2	–	Sell	-115	Closed	-$2K	–	269
2017 Q1	$2K	Hold	115	–	–	﹤0.01%	583
2016 Q4	$1K	Buy	115 +100	+667%	+$1.29K	﹤0.01%	557
2016 Q3	$0	Hold	15	–	–	﹤0.01%	650
2016 Q2	$0	Buy	+15	New	+$142	﹤0.01%	732
2016 Q1	–	Sell	-15	Closed	-$1K	–	250
2015 Q4	$1K	Hold	15	–	–	﹤0.01%	743
2015 Q3	$0	Hold	15	–	–	﹤0.01%	690
2015 Q2	$0	Hold	15	–	–	﹤0.01%	689
2015 Q1	$213	Hold	15	–	–	﹤0.01%	743
2014 Q4	$0	Hold	15	–	–	﹤0.01%	730
2014 Q3	$1K	Hold	15	–	–	﹤0.01%	600
2014 Q2	$838	Hold	15	–	–	﹤0.01%	804
2014 Q1	$626	Buy	+15	New	+$635	﹤0.01%	776

Other funds holding CHRD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Archford Capital Strategies's CHRD Position: Q1 2026 in Review

Archford Capital Strategies sold out of Chord Energy (CHRD) in Q1 2026, closing a stake of 3,000 shares — an estimated $278K sold.

Archford Capital Strategies first reported a position in CHRD in Q1 2014 and held it in 16 quarters. The position peaked at $338K in Q1 2025. 493 funds tracked by Wall St. Rank hold CHRD as of Q1 2026.

Archford Capital Strategies reported no remaining Chord Energy position as of Q1 2026 after selling out during the quarter.
Archford Capital Strategies sold 3,000 Chord Energy shares in Q1 2026, an estimated $278K.
Archford Capital Strategies first reported a position in Chord Energy in Q1 2014 and held it in 16 quarters.
Archford Capital Strategies's Chord Energy position peaked at $338K in Q1 2025.
493 funds tracked by Wall St. Rank held Chord Energy as of Q1 2026.

Based on Archford Capital Strategies's 13F filing for Q1 2026, filed 15 Apr 2026.