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
Q2 		$655K Sell
5,727
-114
-2% -$15.5K ﹤0.01% 878
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 $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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Envestnet Portfolio Solutions's CHRD Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its Chord Energy (CHRD) stake by 2% in Q2 2026, selling an estimated $15.5K and leaving 5,727 shares worth $655K. The position accounts for ﹤0.01% of the portfolio, ranked #878.

Envestnet Portfolio Solutions first reported a position in CHRD in Q3 2023 and has held it in 12 quarters since. The position peaked at $830K in Q1 2026. 518 funds tracked by Wall St. Rank hold CHRD as of Q2 2026.

  • Envestnet Portfolio Solutions held 5,727 shares of Chord Energy worth $655K as of Q2 2026.
  • Envestnet Portfolio Solutions sold 114 Chord Energy shares in Q2 2026, an estimated $15.5K.
  • Chord Energy made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #878 holding.
  • Envestnet Portfolio Solutions first reported a position in Chord Energy in Q3 2023 and has held it in 12 quarters since.
  • Envestnet Portfolio Solutions's Chord Energy position peaked at $830K in Q1 2026.
  • 518 funds tracked by Wall St. Rank held Chord Energy as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.