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Bogart Wealth LLC’s Chord Energy CHRD Stock Holding History

Bogart Wealth LLC’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 		$1.83K Buy
16
+12
+300% +$1.63K ﹤0.01% 1485
2026
Q1 		$569 Sell
4
-296
-99% -$32.3K ﹤0.01% 1550
2025
Q4 		$27.8K Buy
300
+100
+50% +$9.27K ﹤0.01% 599
2025
Q3 		$19.9K Buy
+200
New +$21K ﹤0.01% 665

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 $3.38T AUM 44.17% 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

Bogart Wealth LLC's CHRD Position: Q2 2026 in Review

Bogart Wealth LLC increased its Chord Energy (CHRD) stake by 300% in Q2 2026, buying an estimated $1.63K and bringing the position to 16 shares worth $1.83K. The position accounts for ﹤0.01% of the portfolio, ranked #1485.

Bogart Wealth LLC first reported a position in CHRD in Q3 2025 and has held it in 4 quarters since. The position peaked at $27.8K in Q4 2025. 518 funds tracked by Wall St. Rank hold CHRD as of Q2 2026.

  • Bogart Wealth LLC held 16 shares of Chord Energy worth $1.83K as of Q2 2026.
  • Bogart Wealth LLC bought 12 Chord Energy shares in Q2 2026, an estimated $1.63K.
  • Chord Energy made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1485 holding.
  • Bogart Wealth LLC first reported a position in Chord Energy in Q3 2025 and has held it in 4 quarters since.
  • Bogart Wealth LLC's Chord Energy position peaked at $27.8K in Q4 2025.
  • 518 funds tracked by Wall St. Rank held Chord Energy as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.