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Dogwood Wealth Management’s Chord Energy CHRD Stock Holding History

Dogwood Wealth Management’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
-28
Closed -$2.78K – 757
2025
Q3 		$2.78K Buy
+28
New +$2.94K ﹤0.01% 486

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

Dogwood Wealth Management's CHRD Position: Q4 2025 in Review

Dogwood Wealth Management sold out of Chord Energy (CHRD) in Q4 2025, closing a stake of 28 shares — an estimated $2.78K sold.

Dogwood Wealth Management first reported a position in CHRD in Q3 2025 and held it in 1 quarter. The position peaked at $2.78K in Q3 2025. 423 funds tracked by Wall St. Rank hold CHRD as of Q4 2025.

  • Dogwood Wealth Management reported no remaining Chord Energy position as of Q4 2025 after selling out during the quarter.
  • Dogwood Wealth Management sold 28 Chord Energy shares in Q4 2025, an estimated $2.78K.
  • Dogwood Wealth Management first reported a position in Chord Energy in Q3 2025 and held it in 1 quarter.
  • Dogwood Wealth Management's Chord Energy position peaked at $2.78K in Q3 2025.
  • 423 funds tracked by Wall St. Rank held Chord Energy as of Q4 2025.

Based on Dogwood Wealth Management's 13F filing for Q4 2025, filed 4 Feb 2026.