CAL
CHRD icon

Capital Advisors Ltd’s Chord Energy CHRD Stock Holding History

Capital Advisors Ltd’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 		$13K Hold
115
– – ﹤0.01% 786
2026
Q1 		$16K Hold
115
– – ﹤0.01% 714
2025
Q4 		$11K Sell
115
-96
-45% -$8.9K ﹤0.01% 782
2025
Q3 		$21K Sell
211
-6
-3% -$631 ﹤0.01% 633
2025
Q2 		$21K Buy
217
+215
+10,750% +$20.5K ﹤0.01% 613
2025
Q1 		$0 Sell
2
-7
-78% -$795 ﹤0.01% 1372
2024
Q4 		$1K Buy
9
+6
+200% +$754 ﹤0.01% 1160
2024
Q3 		$0 Buy
+3
New +$460 ﹤0.01% 1404
2023
Q1 		– Sell
-3
Closed – – 1238
2022
Q4 		$0 Buy
3
+1
+50% +$147 ﹤0.01% 1263
2022
Q3 		$0 Buy
+2
New +$257 ﹤0.01% 1270

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

Capital Advisors Ltd's CHRD Position: Q2 2026 in Review

Capital Advisors Ltd held its Chord Energy (CHRD) position steady in Q2 2026 at 115 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #786.

Capital Advisors Ltd first reported a position in CHRD in Q3 2022 and has held it in 10 quarters since. The position peaked at $21K in Q3 2025. 516 funds tracked by Wall St. Rank hold CHRD as of Q2 2026.

  • Capital Advisors Ltd held 115 shares of Chord Energy worth $13K as of Q2 2026.
  • Capital Advisors Ltd left its Chord Energy share count unchanged in Q2 2026.
  • Chord Energy made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #786 holding.
  • Capital Advisors Ltd first reported a position in Chord Energy in Q3 2022 and has held it in 10 quarters since.
  • Capital Advisors Ltd's Chord Energy position peaked at $21K in Q3 2025.
  • 516 funds tracked by Wall St. Rank held Chord Energy as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.