Evergreen Advisors’s Chord Energy CHRD Stock Holding History

Evergreen 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	–	Sell	-30	Closed	-$4.26K	–	56
2026 Q1	$4.26K	Buy	+30	New	+$3.27K	﹤0.01%	135

Other funds holding CHRD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Evergreen Advisors's CHRD Position: Q2 2026 in Review

Evergreen Advisors sold out of Chord Energy (CHRD) in Q2 2026, closing a stake of 30 shares — an estimated $4.26K sold.

Evergreen Advisors first reported a position in CHRD in Q1 2026 and held it in 1 quarter. The position peaked at $4.26K in Q1 2026. 518 funds tracked by Wall St. Rank hold CHRD as of Q2 2026.

Evergreen Advisors reported no remaining Chord Energy position as of Q2 2026 after selling out during the quarter.
Evergreen Advisors sold 30 Chord Energy shares in Q2 2026, an estimated $4.26K.
Evergreen Advisors first reported a position in Chord Energy in Q1 2026 and held it in 1 quarter.
Evergreen Advisors's Chord Energy position peaked at $4.26K in Q1 2026.
518 funds tracked by Wall St. Rank held Chord Energy as of Q2 2026.

Based on Evergreen Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.