AWE
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Avidian Wealth Enterprises’s Chord Energy CHRD Stock Holding History

Avidian Wealth Enterprises’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
-7,202
Closed -$668K – 678
2025
Q4 		$668K Buy
7,202
+280
+4% +$25.9K 0.02% 307
2025
Q3 		$688K Buy
6,922
+1,535
+28% +$161K 0.03% 294
2025
Q2 		$522K Buy
5,387
+40
+0.7% +$3.81K 0.02% 325
2025
Q1 		$603K Buy
5,347
+200
+4% +$22.7K 0.03% 275
2024
Q4 		$602K Buy
+5,147
New +$647K 0.03% 259

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
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Avidian Wealth Enterprises's CHRD Position: Q1 2026 in Review

Avidian Wealth Enterprises sold out of Chord Energy (CHRD) in Q1 2026, closing a stake of 7,202 shares — an estimated $668K sold.

Avidian Wealth Enterprises first reported a position in CHRD in Q4 2024 and held it in 5 quarters. The position peaked at $688K in Q3 2025. 497 funds tracked by Wall St. Rank hold CHRD as of Q1 2026.

  • Avidian Wealth Enterprises reported no remaining Chord Energy position as of Q1 2026 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 7,202 Chord Energy shares in Q1 2026, an estimated $668K.
  • Avidian Wealth Enterprises first reported a position in Chord Energy in Q4 2024 and held it in 5 quarters.
  • Avidian Wealth Enterprises's Chord Energy position peaked at $688K in Q3 2025.
  • 497 funds tracked by Wall St. Rank held Chord Energy as of Q1 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q1 2026, filed 7 May 2026.