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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
Q1 		$569 Buy
+4
New +$436 ﹤0.01% 1180

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

Cassaday & Co Wealth Management's CHRD Position: Q1 2026 in Review

Cassaday & Co Wealth Management opened a new position in Chord Energy (CHRD) in Q1 2026: 4 shares worth $569. The stake represents ﹤0.01% of the portfolio and ranks #1180 among its holdings.

492 funds tracked by Wall St. Rank hold CHRD as of Q1 2026.

  • Cassaday & Co Wealth Management held 4 shares of Chord Energy worth $569 as of Q1 2026.
  • Chord Energy was a new Cassaday & Co Wealth Management position in Q1 2026.
  • Chord Energy made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #1180 holding.
  • 492 funds tracked by Wall St. Rank held Chord Energy as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.