CAIM
CHRD icon

Catherine Avery Investment Management’s Chord Energy CHRD Stock Holding History

Catherine Avery Investment 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 		– Sell
-7
Closed -$649 – 119
2025
Q4 		$649 Hold
7
– – ﹤0.01% 149
2025
Q3 		$696 Sell
7
-8
-53% -$841 ﹤0.01% 154
2025
Q2 		$1.45K Hold
15
– – ﹤0.01% 140
2025
Q1 		$1.69K Buy
15
+5
+50% +$568 ﹤0.01% 137
2024
Q4 		$1.17K Buy
+10
New +$1.26K ﹤0.01% 147

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
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Catherine Avery Investment Management's CHRD Position: Q1 2026 in Review

Catherine Avery Investment Management sold out of Chord Energy (CHRD) in Q1 2026, closing a stake of 7 shares — an estimated $649 sold.

Catherine Avery Investment Management first reported a position in CHRD in Q4 2024 and held it in 5 quarters. The position peaked at $1.69K in Q1 2025. 496 funds tracked by Wall St. Rank hold CHRD as of Q1 2026.

  • Catherine Avery Investment Management reported no remaining Chord Energy position as of Q1 2026 after selling out during the quarter.
  • Catherine Avery Investment Management sold 7 Chord Energy shares in Q1 2026, an estimated $649.
  • Catherine Avery Investment Management first reported a position in Chord Energy in Q4 2024 and held it in 5 quarters.
  • Catherine Avery Investment Management's Chord Energy position peaked at $1.69K in Q1 2025.
  • 496 funds tracked by Wall St. Rank held Chord Energy as of Q1 2026.

Based on Catherine Avery Investment Management's 13F filing for Q1 2026, filed 15 May 2026.