EWP
CHRD icon

Elevation Wealth Partners’s Chord Energy CHRD Stock Holding History

Elevation Wealth Partners’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
Q1 		– Sell
-56
Closed -$5.19K – 1087
2025
Q4 		$5.19K Buy
+56
New +$5.19K ﹤0.01% 619
2024
Q3 		– Sell
-18
Closed -$3.02K – 494
2024
Q2 		$3.02K Buy
+18
New +$3.19K ﹤0.01% 422

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
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Elevation Wealth Partners's CHRD Position: Q1 2026 in Review

Elevation Wealth Partners sold out of Chord Energy (CHRD) in Q1 2026, closing a stake of 56 shares — an estimated $5.19K sold.

Elevation Wealth Partners first reported a position in CHRD in Q2 2024 and held it in 2 quarters. The position peaked at $5.19K in Q4 2025. 497 funds tracked by Wall St. Rank hold CHRD as of Q1 2026.

  • Elevation Wealth Partners reported no remaining Chord Energy position as of Q1 2026 after selling out during the quarter.
  • Elevation Wealth Partners sold 56 Chord Energy shares in Q1 2026, an estimated $5.19K.
  • Elevation Wealth Partners first reported a position in Chord Energy in Q2 2024 and held it in 2 quarters.
  • Elevation Wealth Partners's Chord Energy position peaked at $5.19K in Q4 2025.
  • 497 funds tracked by Wall St. Rank held Chord Energy as of Q1 2026.

Based on Elevation Wealth Partners's 13F filing for Q1 2026, filed 14 Apr 2026.