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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
Q2 		$329K Buy
2,880
+14
+0.5% +$1.9K ﹤0.01% 1235
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 $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 $3.37T AUM 44.26% 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

EP Wealth Advisors's CHRD Position: Q2 2026 in Review

EP Wealth Advisors increased its Chord Energy (CHRD) stake by 0.49% in Q2 2026, buying an estimated $1.9K and bringing the position to 2,880 shares worth $329K. The position accounts for ﹤0.01% of the portfolio, ranked #1235.

EP Wealth Advisors first reported a position in CHRD in Q3 2024 and has held it in 4 quarters since. The position peaked at $424K in Q3 2024. 517 funds tracked by Wall St. Rank hold CHRD as of Q2 2026.

  • EP Wealth Advisors held 2,880 shares of Chord Energy worth $329K as of Q2 2026.
  • EP Wealth Advisors bought 14 Chord Energy shares in Q2 2026, an estimated $1.9K.
  • Chord Energy made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1235 holding.
  • EP Wealth Advisors first reported a position in Chord Energy in Q3 2024 and has held it in 4 quarters since.
  • EP Wealth Advisors's Chord Energy position peaked at $424K in Q3 2024.
  • 517 funds tracked by Wall St. Rank held Chord Energy as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.