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Cassaday & Co Wealth Management’s Chord Energy CHRD Stock Holding History

Cassaday & Co Wealth Management’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 		$458 Hold
4
– – ﹤0.01% 1139
2026
Q1 		$569 Buy
+4
New +$436 ﹤0.01% 1180

Other funds holding CHRD

BlackRock
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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

Cassaday & Co Wealth Management's CHRD Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its Chord Energy (CHRD) position steady in Q2 2026 at 4 shares worth $458. The position accounts for ﹤0.01% of the portfolio, ranked #1139.

Cassaday & Co Wealth Management first reported a position in CHRD in Q1 2026 and has held it in 2 quarters since. The position peaked at $569 in Q1 2026. 517 funds tracked by Wall St. Rank hold CHRD as of Q2 2026.

  • Cassaday & Co Wealth Management held 4 shares of Chord Energy worth $458 as of Q2 2026.
  • Cassaday & Co Wealth Management left its Chord Energy share count unchanged in Q2 2026.
  • Chord Energy made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #1139 holding.
  • Cassaday & Co Wealth Management first reported a position in Chord Energy in Q1 2026 and has held it in 2 quarters since.
  • Cassaday & Co Wealth Management's Chord Energy position peaked at $569 in Q1 2026.
  • 517 funds tracked by Wall St. Rank held Chord Energy as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.