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
Q2 		$2.43M Buy
21,269
+2,645
+14% +$359K ﹤0.01% 2229
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 $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
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

Cetera Investment Advisers's CHRD Position: Q2 2026 in Review

Cetera Investment Advisers increased its Chord Energy (CHRD) stake by 14% in Q2 2026, buying an estimated $359K and bringing the position to 21,269 shares worth $2.43M. The position accounts for ﹤0.01% of the portfolio, ranked #2229.

Cetera Investment Advisers first reported a position in CHRD in Q2 2023 and has held it in 13 quarters since. The position peaked at $4.21M in Q2 2024. 518 funds tracked by Wall St. Rank hold CHRD as of Q2 2026.

  • Cetera Investment Advisers held 21,269 shares of Chord Energy worth $2.43M as of Q2 2026.
  • Cetera Investment Advisers bought 2,645 Chord Energy shares in Q2 2026, an estimated $359K.
  • Chord Energy made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #2229 holding.
  • Cetera Investment Advisers first reported a position in Chord Energy in Q2 2023 and has held it in 13 quarters since.
  • Cetera Investment Advisers's Chord Energy position peaked at $4.21M in Q2 2024.
  • 518 funds tracked by Wall St. Rank held Chord Energy as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.