Avantax Advisory Services’s Chord Energy CHRD Stock Holding History

Avantax Advisory Services’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
2025 Q2	$271K	Buy	2,801 +322	+13%	+$30.6K	﹤0.01%	1994
2025 Q1	$279K	Sell	2,479 -7	-0.3%	-$795	﹤0.01%	1880
2024 Q4	$291K	Sell	2,486 -3,605	-59%	-$453K	﹤0.01%	1799
2024 Q3	$793K	Sell	6,091 -1,191	-16%	-$183K	0.01%	1148
2024 Q2	$1.22M	Buy	7,282 +4,490	+161%	+$797K	0.01%	884
2024 Q1	$498K	Sell	2,792 -112	-4%	-$18K	﹤0.01%	1040
2023 Q4	$483K	Buy	2,904 +766	+36%	+$125K	﹤0.01%	1002
2023 Q3	$346K	Buy	+2,138	New	+$335K	﹤0.01%	1114
2020 Q4	–	Sell	-10,277	Closed	-$3K	–	997
2020 Q3	$3K	Sell	10,277 -723	-7%	-$442	﹤0.01%	1374
2020 Q2	$9K	Sell	11,000 -13,323	-55%	-$8.62K	﹤0.01%	850
2020 Q1	$9K	Hold	24,323	–	–	﹤0.01%	798
2019 Q4	$79K	Hold	24,323	–	–	﹤0.01%	805
2019 Q3	$84K	Hold	24,323	–	–	﹤0.01%	556
2019 Q2	$138K	Hold	24,323	–	–	0.01%	497
2019 Q1	$147K	Buy	+24,323	New	+$146K	0.01%	473

Other funds holding CHRD

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Sourcerock Group Denver, Colorado $2.48B AUM 72.25% 1-Year Est. Return

Avantax Advisory Services's CHRD Position: Q2 2025 in Review

Avantax Advisory Services increased its Chord Energy (CHRD) stake by 13% in Q2 2025, buying an estimated $30.6K and bringing the position to 2,801 shares worth $271K. The position accounts for ﹤0.01% of the portfolio, ranked #1994.

Avantax Advisory Services first reported a position in CHRD in Q1 2019 and has held it in 15 quarters since. The position peaked at $1.22M in Q2 2024. 439 funds tracked by Wall St. Rank hold CHRD as of Q2 2025.

Avantax Advisory Services held 2,801 shares of Chord Energy worth $271K as of Q2 2025.
Avantax Advisory Services bought 322 Chord Energy shares in Q2 2025, an estimated $30.6K.
Chord Energy made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1994 holding.
Avantax Advisory Services first reported a position in Chord Energy in Q1 2019 and has held it in 15 quarters since.
Avantax Advisory Services's Chord Energy position peaked at $1.22M in Q2 2024.
439 funds tracked by Wall St. Rank held Chord Energy as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.