CreativeOne Wealth’s Chord Energy CHRD Stock Holding History

CreativeOne Wealth’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	–	Sell	-1,486	Closed	-$211K	–	1206
2026 Q1	$211K	Buy	+1,486	New	+$162K	﹤0.01%	1114

Other funds holding CHRD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

CreativeOne Wealth's CHRD Position: Q2 2026 in Review

CreativeOne Wealth sold out of Chord Energy (CHRD) in Q2 2026, closing a stake of 1,486 shares — an estimated $211K sold.

CreativeOne Wealth first reported a position in CHRD in Q1 2026 and held it in 1 quarter. The position peaked at $211K in Q1 2026. 517 funds tracked by Wall St. Rank hold CHRD as of Q2 2026.

CreativeOne Wealth reported no remaining Chord Energy position as of Q2 2026 after selling out during the quarter.
CreativeOne Wealth sold 1,486 Chord Energy shares in Q2 2026, an estimated $211K.
CreativeOne Wealth first reported a position in Chord Energy in Q1 2026 and held it in 1 quarter.
CreativeOne Wealth's Chord Energy position peaked at $211K in Q1 2026.
517 funds tracked by Wall St. Rank held Chord Energy as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.