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EverSource Wealth Advisors’s Chord Energy CHRD Stock Holding History

EverSource 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 		$82.9K Buy
725
+310
+75% +$42K ﹤0.01% 1479
2026
Q1 		$59K Sell
415
-153
-27% -$16.7K ﹤0.01% 1769
2025
Q4 		$52.7K Sell
568
-1,377
-71% -$128K ﹤0.01% 1710
2025
Q3 		$193K Buy
1,945
+390
+25% +$41K 0.01% 919
2025
Q2 		$151K Buy
1,555
+1,220
+364% +$116K 0.01% 996
2025
Q1 		$37.8K Sell
335
-17
-5% -$1.93K ﹤0.01% 1379
2024
Q4 		$41.2K Sell
352
-59
-14% -$7.42K ﹤0.01% 1273
2024
Q3 		$53.5K Sell
411
-566
-58% -$86.8K ﹤0.01% 1041
2024
Q2 		$168K Buy
977
+570
+140% +$101K 0.01% 619
2024
Q1 		$72K Sell
407
-24
-6% -$3.86K 0.01% 838
2023
Q4 		$71.6K Buy
431
+62
+17% +$10.1K 0.01% 762
2023
Q3 		$59.8K Sell
369
-4
-1% -$628 0.01% 747
2023
Q2 		$57.4K Buy
373
+7
+2% +$1.01K 0.01% 787
2023
Q1 		$49.3K Hold
366
– – 0.01% 798
2022
Q4 		$50.1K Hold
366
– – 0.01% 762
2022
Q3 		$50K Buy
+366
New +$46.9K 0.01% 632

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

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

EverSource Wealth Advisors increased its Chord Energy (CHRD) stake by 75% in Q2 2026, buying an estimated $42K and bringing the position to 725 shares worth $82.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1479.

EverSource Wealth Advisors first reported a position in CHRD in Q3 2022 and has held it in 16 quarters since. The position peaked at $193K in Q3 2025. 516 funds tracked by Wall St. Rank hold CHRD as of Q2 2026.

  • EverSource Wealth Advisors held 725 shares of Chord Energy worth $82.9K as of Q2 2026.
  • EverSource Wealth Advisors bought 310 Chord Energy shares in Q2 2026, an estimated $42K.
  • Chord Energy made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1479 holding.
  • EverSource Wealth Advisors first reported a position in Chord Energy in Q3 2022 and has held it in 16 quarters since.
  • EverSource Wealth Advisors's Chord Energy position peaked at $193K in Q3 2025.
  • 516 funds tracked by Wall St. Rank held Chord Energy as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.