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Evergreen Capital Management’s Chord Energy CHRD Stock Holding History

Evergreen Capital Management’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
2025
Q4 		– Sell
-6,481
Closed -$644K – 1435
2025
Q3 		$644K Buy
6,481
+1,619
+33% +$170K 0.02% 550
2025
Q2 		$471K Buy
+4,862
New +$463K 0.01% 580
2025
Q1 		– Sell
-2,794
Closed -$327K – 1109
2024
Q4 		$327K Sell
2,794
-1,350
-33% -$170K 0.01% 688
2024
Q3 		$540K Buy
4,144
+1,878
+83% +$288K 0.02% 477
2024
Q2 		$380K Buy
2,266
+724
+47% +$128K 0.01% 562
2024
Q1 		$275K Buy
+1,542
New +$248K 0.01% 664

Other funds holding CHRD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Evergreen Capital Management's CHRD Position: Q4 2025 in Review

Evergreen Capital Management sold out of Chord Energy (CHRD) in Q4 2025, closing a stake of 6,481 shares — an estimated $644K sold.

Evergreen Capital Management first reported a position in CHRD in Q1 2024 and held it in 6 quarters. The position peaked at $644K in Q3 2025. 423 funds tracked by Wall St. Rank hold CHRD as of Q4 2025.

  • Evergreen Capital Management reported no remaining Chord Energy position as of Q4 2025 after selling out during the quarter.
  • Evergreen Capital Management sold 6,481 Chord Energy shares in Q4 2025, an estimated $644K.
  • Evergreen Capital Management first reported a position in Chord Energy in Q1 2024 and held it in 6 quarters.
  • Evergreen Capital Management's Chord Energy position peaked at $644K in Q3 2025.
  • 423 funds tracked by Wall St. Rank held Chord Energy as of Q4 2025.

Based on Evergreen Capital Management's 13F filing for Q4 2025, filed 27 Jan 2026.