Envestnet Portfolio Solutions
CHRD icon

Envestnet Portfolio Solutions’s Chord Energy CHRD Stock Holding History

Envestnet Portfolio 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
2026
Q1 		$830K Sell
5,841
-9
-0.2% -$981 ﹤0.01% 699
2025
Q4 		$542K Sell
5,850
-523
-8% -$48.5K ﹤0.01% 1017
2025
Q3 		$633K Sell
6,373
-460
-7% -$48.4K ﹤0.01% 931
2025
Q2 		$662K Buy
6,833
+3,874
+131% +$369K ﹤0.01% 973
2025
Q1 		$333K Sell
2,959
-751
-20% -$85.3K ﹤0.01% 1234
2024
Q4 		$434K Buy
3,710
+106
+3% +$13.3K ﹤0.01% 1309
2024
Q3 		$469K Sell
3,604
-295
-8% -$45.3K ﹤0.01% 1236
2024
Q2 		$654K Buy
3,899
+403
+12% +$71.5K ﹤0.01% 1024
2024
Q1 		$623K Buy
3,496
+846
+32% +$136K ﹤0.01% 1025
2023
Q4 		$441K Sell
2,650
-30
-1% -$4.91K ﹤0.01% 1100
2023
Q3 		$434K Buy
+2,680
New +$420K ﹤0.01% 1045

Other funds holding CHRD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Envestnet Portfolio Solutions's CHRD Position: Q1 2026 in Review

Envestnet Portfolio Solutions reduced its Chord Energy (CHRD) stake by 0.15% in Q1 2026, selling an estimated $981 and leaving 5,841 shares worth $830K. The position accounts for ﹤0.01% of the portfolio, ranked #699.

Envestnet Portfolio Solutions first reported a position in CHRD in Q3 2023 and has held it in 11 quarters since. 492 funds tracked by Wall St. Rank hold CHRD as of Q1 2026.

  • Envestnet Portfolio Solutions held 5,841 shares of Chord Energy worth $830K as of Q1 2026.
  • Envestnet Portfolio Solutions sold 9 Chord Energy shares in Q1 2026, an estimated $981.
  • Chord Energy made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q1 2026, its #699 holding.
  • Envestnet Portfolio Solutions first reported a position in Chord Energy in Q3 2023 and has held it in 11 quarters since.
  • 492 funds tracked by Wall St. Rank held Chord Energy as of Q1 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.