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Innovative Asset Advisors Group’s Chord Energy CHRD Stock Holding History

Innovative Asset Advisors Group’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
-272
Closed -$38.7K – 414
2026
Q1 		$38.7K Buy
+272
New +$29.7K 0.02% 358

Other funds holding CHRD

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Innovative Asset Advisors Group's CHRD Position: Q2 2026 in Review

Innovative Asset Advisors Group sold out of Chord Energy (CHRD) in Q2 2026, closing a stake of 272 shares — an estimated $38.7K sold.

Innovative Asset Advisors Group first reported a position in CHRD in Q1 2026 and held it in 1 quarter. The position peaked at $38.7K in Q1 2026. 477 funds tracked by Wall St. Rank hold CHRD as of Q2 2026.

  • Innovative Asset Advisors Group reported no remaining Chord Energy position as of Q2 2026 after selling out during the quarter.
  • Innovative Asset Advisors Group sold 272 Chord Energy shares in Q2 2026, an estimated $38.7K.
  • Innovative Asset Advisors Group first reported a position in Chord Energy in Q1 2026 and held it in 1 quarter.
  • Innovative Asset Advisors Group's Chord Energy position peaked at $38.7K in Q1 2026.
  • 477 funds tracked by Wall St. Rank held Chord Energy as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.