Cetera Investment Advisers
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Cetera Investment Advisers’s Chord Energy CHRD Stock Holding History

Cetera Investment Advisers’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 		$2.65M Sell
18,624
-481
-3% -$52.4K ﹤0.01% 2021
2025
Q4 		$1.77M Sell
19,105
-1,153
-6% -$107K ﹤0.01% 2324
2025
Q3 		$2.01M Buy
20,258
+1,728
+9% +$182K ﹤0.01% 2157
2025
Q2 		$1.79M Buy
18,530
+1,219
+7% +$116K ﹤0.01% 1919
2025
Q1 		$1.95M Sell
17,311
-632
-4% -$71.8K ﹤0.01% 1768
2024
Q4 		$2.1M Sell
17,943
-5,692
-24% -$715K ﹤0.01% 1611
2024
Q3 		$3.08M Sell
23,635
-1,489
-6% -$228K 0.01% 1299
2024
Q2 		$4.21M Buy
25,124
+15,645
+165% +$2.78M 0.01% 1084
2024
Q1 		$1.69M Buy
9,479
+7,217
+319% +$1.16M ﹤0.01% 1680
2023
Q4 		$376K Sell
2,262
-18
-0.8% -$2.94K ﹤0.01% 1650
2023
Q3 		$369K Buy
2,280
+580
+34% +$91K ﹤0.01% 1591
2023
Q2 		$261K Buy
+1,700
New +$247K ﹤0.01% 1831

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

Cetera Investment Advisers's CHRD Position: Q1 2026 in Review

Cetera Investment Advisers reduced its Chord Energy (CHRD) stake by 2.5% in Q1 2026, selling an estimated $52.4K and leaving 18,624 shares worth $2.65M. The position accounts for ﹤0.01% of the portfolio, ranked #2021.

Cetera Investment Advisers first reported a position in CHRD in Q2 2023 and has held it in 12 quarters since. The position peaked at $4.21M in Q2 2024. 492 funds tracked by Wall St. Rank hold CHRD as of Q1 2026.

  • Cetera Investment Advisers held 18,624 shares of Chord Energy worth $2.65M as of Q1 2026.
  • Cetera Investment Advisers sold 481 Chord Energy shares in Q1 2026, an estimated $52.4K.
  • Chord Energy made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #2021 holding.
  • Cetera Investment Advisers first reported a position in Chord Energy in Q2 2023 and has held it in 12 quarters since.
  • Cetera Investment Advisers's Chord Energy position peaked at $4.21M in Q2 2024.
  • 492 funds tracked by Wall St. Rank held Chord Energy as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.