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Crewe Advisors’s Chord Energy CHRD Stock Holding History

Crewe 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
2025
Q4 		– Sell
-118
Closed -$11.7K – 1101
2025
Q3 		$11.7K Buy
+118
New +$12.4K ﹤0.01% 598
2023
Q2 		– Sell
-180
Closed -$24.2K – 897
2023
Q1 		$24.2K Hold
180
– – ﹤0.01% 397
2022
Q4 		$24.6K Hold
180
– – ﹤0.01% 383
2022
Q3 		$25K Hold
180
– – ﹤0.01% 421
2022
Q2 		$22K Buy
+180
New +$26.4K ﹤0.01% 400

Other funds holding CHRD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Crewe Advisors's CHRD Position: Q4 2025 in Review

Crewe Advisors sold out of Chord Energy (CHRD) in Q4 2025, closing a stake of 118 shares — an estimated $11.7K sold.

Crewe Advisors first reported a position in CHRD in Q2 2022 and held it in 5 quarters. The position peaked at $25K in Q3 2022. 423 funds tracked by Wall St. Rank hold CHRD as of Q4 2025.

  • Crewe Advisors reported no remaining Chord Energy position as of Q4 2025 after selling out during the quarter.
  • Crewe Advisors sold 118 Chord Energy shares in Q4 2025, an estimated $11.7K.
  • Crewe Advisors first reported a position in Chord Energy in Q2 2022 and held it in 5 quarters.
  • Crewe Advisors's Chord Energy position peaked at $25K in Q3 2022.
  • 423 funds tracked by Wall St. Rank held Chord Energy as of Q4 2025.

Based on Crewe Advisors's 13F filing for Q4 2025, filed 16 Jan 2026.