CAS
CHRD icon

Coppell Advisory Solutions’s Chord Energy CHRD Stock Holding History

Coppell Advisory Solutions’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
2025
Q1 		– Sell
-52
Closed -$5.88K – 580
2024
Q4 		$5.88K Buy
52
+1
+2% +$126 ﹤0.01% 1281
2024
Q3 		$6.67K Hold
51
– – ﹤0.01% 1197
2024
Q2 		$8.55K Buy
+51
New +$9.05K ﹤0.01% 1061

Other funds holding CHRD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
SG
Sourcerock Group Denver, Colorado $1.92B AUM 45.54% 1-Year Est. Return

Coppell Advisory Solutions's CHRD Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Chord Energy (CHRD) in Q1 2025, closing a stake of 52 shares — an estimated $5.88K sold.

Coppell Advisory Solutions first reported a position in CHRD in Q2 2024 and held it in 3 quarters. The position peaked at $8.55K in Q2 2024. 440 funds tracked by Wall St. Rank hold CHRD as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Chord Energy position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 52 Chord Energy shares in Q1 2025, an estimated $5.88K.
  • Coppell Advisory Solutions first reported a position in Chord Energy in Q2 2024 and held it in 3 quarters.
  • Coppell Advisory Solutions's Chord Energy position peaked at $8.55K in Q2 2024.
  • 440 funds tracked by Wall St. Rank held Chord Energy as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.