Bell & Brown Wealth Advisors’s Chord Energy CHRD Stock Holding History

Bell & Brown Wealth Advisors’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 Q1	–	Sell	-1,755	Closed	-$205K	–	70
2024 Q4	$205K	Hold	1,755	–	–	0.08%	67
2024 Q3	$229K	Hold	1,755	–	–	0.09%	66
2024 Q2	$294K	Buy	+1,755	New	+$311K	0.11%	62
2024 Q1	–	Sell	-1,755	Closed	-$292K	–	69
2023 Q4	$292K	Buy	+1,755	New	+$287K	0.14%	63
2023 Q2	$273K	Buy	+1,778	New	+$258K	0.14%	65
2023 Q1	–	Sell	-1,778	Closed	-$243K	–	69
2022 Q4	$243K	Buy	+1,778	New	+$261K	0.13%	67

Other funds holding CHRD

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Sourcerock Group Denver, Colorado $1.92B AUM 45.54% 1-Year Est. Return

Bell & Brown Wealth Advisors's CHRD Position: Q1 2025 in Review

Bell & Brown Wealth Advisors sold out of Chord Energy (CHRD) in Q1 2025, closing a stake of 1,755 shares — an estimated $205K sold.

Bell & Brown Wealth Advisors first reported a position in CHRD in Q4 2022 and held it in 6 quarters. The position peaked at $294K in Q2 2024. 440 funds tracked by Wall St. Rank hold CHRD as of Q1 2025.

Bell & Brown Wealth Advisors reported no remaining Chord Energy position as of Q1 2025 after selling out during the quarter.
Bell & Brown Wealth Advisors sold 1,755 Chord Energy shares in Q1 2025, an estimated $205K.
Bell & Brown Wealth Advisors first reported a position in Chord Energy in Q4 2022 and held it in 6 quarters.
Bell & Brown Wealth Advisors's Chord Energy position peaked at $294K in Q2 2024.
440 funds tracked by Wall St. Rank held Chord Energy as of Q1 2025.

Based on Bell & Brown Wealth Advisors's 13F filing for Q1 2025, filed 7 May 2025.