CT
CHRD icon

Clearstead Trust’s Chord Energy CHRD Stock Holding History

Clearstead Trust’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 		$13.4K Hold
117
– – ﹤0.01% 554
2026
Q1 		$16.6K Buy
117
+7
+6% +$763 ﹤0.01% 464
2025
Q4 		$10.2K Buy
110
+37
+51% +$3.43K ﹤0.01% 584
2025
Q3 		$7.25K Buy
73
+71
+3,550% +$7.47K ﹤0.01% 667
2025
Q2 		$194 Sell
2
-20
-91% -$1.9K ﹤0.01% 1477
2025
Q1 		$2.48K Buy
+22
New +$2.5K ﹤0.01% 738

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 Trust's CHRD Position: Q2 2026 in Review

Clearstead Trust held its Chord Energy (CHRD) position steady in Q2 2026 at 117 shares worth $13.4K. The position accounts for ﹤0.01% of the portfolio, ranked #554.

Clearstead Trust first reported a position in CHRD in Q1 2025 and has held it in 6 quarters since. The position peaked at $16.6K in Q1 2026. 516 funds tracked by Wall St. Rank hold CHRD as of Q2 2026.

  • Clearstead Trust held 117 shares of Chord Energy worth $13.4K as of Q2 2026.
  • Clearstead Trust left its Chord Energy share count unchanged in Q2 2026.
  • Chord Energy made up ﹤0.01% of Clearstead Trust's portfolio in Q2 2026, its #554 holding.
  • Clearstead Trust first reported a position in Chord Energy in Q1 2025 and has held it in 6 quarters since.
  • Clearstead Trust's Chord Energy position peaked at $16.6K in Q1 2026.
  • 516 funds tracked by Wall St. Rank held Chord Energy as of Q2 2026.

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