Cedar Mountain Advisors
CHRD icon

Cedar Mountain Advisors’s Chord Energy CHRD Stock Holding History

Cedar Mountain Advisors’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
Q3 		$4.83K Hold
36
– – ﹤0.01% 656
2026
Q2 		$4.12K Hold
36
– – ﹤0.01% 746
2026
Q1 		$5.12K Buy
+36
New +$3.92K ﹤0.01% 646

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Vanguard Portfolio Management
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State Street
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Vanguard Capital Management
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American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Cedar Mountain Advisors's CHRD Position: Q3 2026 in Review

Cedar Mountain Advisors held its Chord Energy (CHRD) position steady in Q3 2026 at 36 shares worth $4.83K. The position accounts for ﹤0.01% of the portfolio, ranked #656.

Cedar Mountain Advisors first reported a position in CHRD in Q1 2026 and has held it in 3 quarters since. The position peaked at $5.12K in Q1 2026. 424 funds tracked by Wall St. Rank hold CHRD as of Q3 2026.

  • Cedar Mountain Advisors held 36 shares of Chord Energy worth $4.83K as of Q3 2026.
  • Cedar Mountain Advisors left its Chord Energy share count unchanged in Q3 2026.
  • Chord Energy made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q3 2026, its #656 holding.
  • Cedar Mountain Advisors first reported a position in Chord Energy in Q1 2026 and has held it in 3 quarters since.
  • Cedar Mountain Advisors's Chord Energy position peaked at $5.12K in Q1 2026.
  • 424 funds tracked by Wall St. Rank held Chord Energy as of Q3 2026.

Based on Cedar Mountain Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.