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Clearstead Advisors’s Chord Energy CHRD Stock Holding History

Clearstead 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
Q1 		$1.42K Sell
10
-124
-93% -$13.5K ﹤0.01% 1972
2025
Q4 		$12.4K Sell
134
-906
-87% -$84K ﹤0.01% 1835
2025
Q3 		$103K Buy
1,040
+15
+1% +$1.58K ﹤0.01% 1048
2025
Q2 		$99.3K Buy
1,025
+785
+327% +$74.7K ﹤0.01% 1060
2025
Q1 		$27.1K Buy
240
+98
+69% +$11.1K ﹤0.01% 1332
2024
Q4 		$16.6K Sell
142
-15
-10% -$1.89K ﹤0.01% 1444
2024
Q3 		$20.5K Sell
157
-66
-30% -$10.1K ﹤0.01% 1409
2024
Q2 		$37.4K Buy
+223
New +$39.6K ﹤0.01% 1228

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

Clearstead Advisors's CHRD Position: Q1 2026 in Review

Clearstead Advisors reduced its Chord Energy (CHRD) stake by 93% in Q1 2026, selling an estimated $13.5K and leaving 10 shares worth $1.42K. The position accounts for ﹤0.01% of the portfolio, ranked #1972.

Clearstead Advisors first reported a position in CHRD in Q2 2024 and has held it in 8 quarters since. The position peaked at $103K in Q3 2025. 492 funds tracked by Wall St. Rank hold CHRD as of Q1 2026.

  • Clearstead Advisors held 10 shares of Chord Energy worth $1.42K as of Q1 2026.
  • Clearstead Advisors sold 124 Chord Energy shares in Q1 2026, an estimated $13.5K.
  • Chord Energy made up ﹤0.01% of Clearstead Advisors's portfolio in Q1 2026, its #1972 holding.
  • Clearstead Advisors first reported a position in Chord Energy in Q2 2024 and has held it in 8 quarters since.
  • Clearstead Advisors's Chord Energy position peaked at $103K in Q3 2025.
  • 492 funds tracked by Wall St. Rank held Chord Energy as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.