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Avion Wealth’s Chord Energy CHRD Stock Holding History

Avion Wealth’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 		$6K Buy
55
+43
+358% +$5.83K ﹤0.01% 726
2026
Q1 		$1K Hold
12
– – ﹤0.01% 987
2025
Q4 		$1K Sell
12
-17
-59% -$1.58K ﹤0.01% 986
2025
Q3 		$2K Hold
29
– – ﹤0.01% 833
2025
Q2 		$2K Buy
29
+13
+81% +$1.24K ﹤0.01% 783
2025
Q1 		$1K Hold
16
– – ﹤0.01% 825
2024
Q4 		$1K Buy
+16
New +$2.01K ﹤0.01% 822
2023
Q3 		– Sell
-3
Closed – – 844
2023
Q2 		$0 Sell
3
-1
-25% -$145 ﹤0.01% 752
2023
Q1 		$0 Buy
+4
New +$543 ﹤0.01% 565

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

Avion Wealth's CHRD Position: Q2 2026 in Review

Avion Wealth increased its Chord Energy (CHRD) stake by 358% in Q2 2026, buying an estimated $5.83K and bringing the position to 55 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #726.

Avion Wealth first reported a position in CHRD in Q1 2023 and has held it in 9 quarters since. 516 funds tracked by Wall St. Rank hold CHRD as of Q2 2026.

  • Avion Wealth held 55 shares of Chord Energy worth $6K as of Q2 2026.
  • Avion Wealth bought 43 Chord Energy shares in Q2 2026, an estimated $5.83K.
  • Chord Energy made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #726 holding.
  • Avion Wealth first reported a position in Chord Energy in Q1 2023 and has held it in 9 quarters since.
  • 516 funds tracked by Wall St. Rank held Chord Energy as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.