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Carolinas Wealth Consulting’s Chord Energy CHRD Stock Holding History

Carolinas Wealth Consulting’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
-10
Closed -$1.14K – 1029
2024
Q4 		$1.14K Buy
10
+4
+67% +$503 ﹤0.01% 925
2024
Q3 		$719 Buy
6
+1
+20% +$153 ﹤0.01% 971
2024
Q2 		$739 Buy
5
+1
+25% +$177 ﹤0.01% 946
2024
Q1 		$767 Buy
+4
New +$643 ﹤0.01% 933

Other funds holding CHRD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
SG
Sourcerock Group Denver, Colorado $2.48B AUM 72.25% 1-Year Est. Return

Carolinas Wealth Consulting's CHRD Position: Q1 2025 in Review

Carolinas Wealth Consulting sold out of Chord Energy (CHRD) in Q1 2025, closing a stake of 10 shares — an estimated $1.14K sold.

Carolinas Wealth Consulting first reported a position in CHRD in Q1 2024 and held it in 4 quarters. The position peaked at $1.14K in Q4 2024. 440 funds tracked by Wall St. Rank hold CHRD as of Q1 2025.

  • Carolinas Wealth Consulting reported no remaining Chord Energy position as of Q1 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 10 Chord Energy shares in Q1 2025, an estimated $1.14K.
  • Carolinas Wealth Consulting first reported a position in Chord Energy in Q1 2024 and held it in 4 quarters.
  • Carolinas Wealth Consulting's Chord Energy position peaked at $1.14K in Q4 2024.
  • 440 funds tracked by Wall St. Rank held Chord Energy as of Q1 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q1 2025, filed 14 Aug 2025.