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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
Q2 		$7.32K Buy
64
+54
+540% +$7.32K ﹤0.01% 2079
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 $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

Clearstead Advisors's CHRD Position: Q2 2026 in Review

Clearstead Advisors increased its Chord Energy (CHRD) stake by 540% in Q2 2026, buying an estimated $7.32K and bringing the position to 64 shares worth $7.32K. The position accounts for ﹤0.01% of the portfolio, ranked #2079.

Clearstead Advisors first reported a position in CHRD in Q2 2024 and has held it in 9 quarters since. The position peaked at $103K in Q3 2025. 517 funds tracked by Wall St. Rank hold CHRD as of Q2 2026.

  • Clearstead Advisors held 64 shares of Chord Energy worth $7.32K as of Q2 2026.
  • Clearstead Advisors bought 54 Chord Energy shares in Q2 2026, an estimated $7.32K.
  • Chord Energy made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2079 holding.
  • Clearstead Advisors first reported a position in Chord Energy in Q2 2024 and has held it in 9 quarters since.
  • Clearstead Advisors's Chord Energy position peaked at $103K in Q3 2025.
  • 517 funds tracked by Wall St. Rank held Chord Energy as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.