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Garton & Associates Financial Advisors’s Chord Energy CHRD Stock Holding History

Garton & Associates Financial 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
Q1 		– Sell
-35
Closed -$3.25K – 220
2025
Q4 		$3.25K Buy
+35
New +$3.24K ﹤0.01% 1053

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Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
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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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Garton & Associates Financial Advisors's CHRD Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of Chord Energy (CHRD) in Q1 2026, closing a stake of 35 shares — an estimated $3.25K sold.

Garton & Associates Financial Advisors first reported a position in CHRD in Q4 2025 and held it in 1 quarter. The position peaked at $3.25K in Q4 2025. 496 funds tracked by Wall St. Rank hold CHRD as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining Chord Energy position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 35 Chord Energy shares in Q1 2026, an estimated $3.25K.
  • Garton & Associates Financial Advisors first reported a position in Chord Energy in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's Chord Energy position peaked at $3.25K in Q4 2025.
  • 496 funds tracked by Wall St. Rank held Chord Energy as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.