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EP Wealth Advisors’s Chord Energy CHRD Stock Holding History

EP Wealth 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
2026
Q1 		$408K Sell
2,866
-312
-10% -$34K ﹤0.01% 999
2025
Q4 		$295K Buy
+3,178
New +$295K ﹤0.01% 1143
2024
Q4 		– Sell
-3,257
Closed -$424K – 1253
2024
Q3 		$424K Buy
+3,257
New +$500K ﹤0.01% 741

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

EP Wealth Advisors's CHRD Position: Q1 2026 in Review

EP Wealth Advisors reduced its Chord Energy (CHRD) stake by 9.8% in Q1 2026, selling an estimated $34K and leaving 2,866 shares worth $408K. The position accounts for ﹤0.01% of the portfolio, ranked #999.

EP Wealth Advisors first reported a position in CHRD in Q3 2024 and has held it in 3 quarters since. The position peaked at $424K in Q3 2024. 492 funds tracked by Wall St. Rank hold CHRD as of Q1 2026.

  • EP Wealth Advisors held 2,866 shares of Chord Energy worth $408K as of Q1 2026.
  • EP Wealth Advisors sold 312 Chord Energy shares in Q1 2026, an estimated $34K.
  • Chord Energy made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #999 holding.
  • EP Wealth Advisors first reported a position in Chord Energy in Q3 2024 and has held it in 3 quarters since.
  • EP Wealth Advisors's Chord Energy position peaked at $424K in Q3 2024.
  • 492 funds tracked by Wall St. Rank held Chord Energy as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.