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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Chord Energy CHRD Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 		– Sell
-1,435
Closed -$133K – 525
2025
Q4 		$133K Buy
1,435
+210
+17% +$19.5K 0.04% 205
2025
Q3 		$122K Buy
1,225
+16
+1% +$1.68K 0.04% 195
2025
Q2 		$117K Buy
1,209
+117
+11% +$11.1K 0.04% 185
2025
Q1 		$123K Sell
1,092
-33
-3% -$3.75K 0.05% 171
2024
Q4 		$132K Buy
+1,125
New +$141K 0.05% 171

Other funds holding CHRD

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $178B AUM 37.23% 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

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s CHRD Position: Q1 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of Chord Energy (CHRD) in Q1 2026, closing a stake of 1,435 shares — an estimated $133K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in CHRD in Q4 2024 and held it in 5 quarters. The position peaked at $133K in Q4 2025. 495 funds tracked by Wall St. Rank hold CHRD as of Q1 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining Chord Energy position as of Q1 2026 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 1,435 Chord Energy shares in Q1 2026, an estimated $133K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Chord Energy in Q4 2024 and held it in 5 quarters.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Chord Energy position peaked at $133K in Q4 2025.
  • 495 funds tracked by Wall St. Rank held Chord Energy as of Q1 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q1 2026, filed 7 Aug 2026.