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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bogart Wealth LLC's CHRD Position: Q1 2026 in Review

Bogart Wealth LLC reduced its Chord Energy (CHRD) stake by 99% in Q1 2026, selling an estimated $32.3K and leaving 4 shares worth $569. The position accounts for ﹤0.01% of the portfolio, ranked #1550.

Bogart Wealth LLC first reported a position in CHRD in Q3 2025 and has held it in 3 quarters since. The position peaked at $27.8K in Q4 2025. 492 funds tracked by Wall St. Rank hold CHRD as of Q1 2026.

  • Bogart Wealth LLC held 4 shares of Chord Energy worth $569 as of Q1 2026.
  • Bogart Wealth LLC sold 296 Chord Energy shares in Q1 2026, an estimated $32.3K.
  • Chord Energy made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q1 2026, its #1550 holding.
  • Bogart Wealth LLC first reported a position in Chord Energy in Q3 2025 and has held it in 3 quarters since.
  • Bogart Wealth LLC's Chord Energy position peaked at $27.8K in Q4 2025.
  • 492 funds tracked by Wall St. Rank held Chord Energy as of Q1 2026.

Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.