JFS Wealth Advisors’s Chord Energy CHRD Stock Holding History

JFS 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	$2.17K	Buy	19 +6	+46%	+$814	﹤0.01%	1583
2026 Q1	$1.85K	Buy	13 +2	+18%	+$218	﹤0.01%	1529
2025 Q4	$1.02K	Buy	+11	New	+$1.02K	﹤0.01%	1698
2025 Q2	–	Sell	-2	Closed	-$226	–	1892
2025 Q1	$226	Sell	2 -1	-33%	-$114	﹤0.01%	1831
2024 Q4	$351	Sell	3 -4	-57%	-$503	﹤0.01%	1815
2024 Q3	$912	Sell	7 -7	-50%	-$1.07K	﹤0.01%	1714
2024 Q2	$2.35K	Buy	14 +8	+133%	+$1.42K	﹤0.01%	1374
2024 Q1	$1.07K	Sell	6 -16	-73%	-$2.57K	﹤0.01%	1643
2023 Q4	$3.66K	Hold	22	–	–	﹤0.01%	1179
2023 Q3	$3.57K	Hold	22	–	–	﹤0.01%	1133
2023 Q2	$3.38K	Hold	22	–	–	﹤0.01%	1187
2023 Q1	$2.96K	Buy	22 +3	+16%	+$407	﹤0.01%	1211
2022 Q4	$2.6K	Sell	19 -1	-5%	-$147	﹤0.01%	1263
2022 Q3	$3K	Buy	20 +10	+100%	+$1.28K	﹤0.01%	1156
2022 Q2	$1K	Buy	10 +5	+100%	+$732	﹤0.01%	1485
2022 Q1	$1K	Buy	5 +4	+400%	+$553	﹤0.01%	1599
2021 Q4	$0	Buy	+1	New	+$119	﹤0.01%	1731

Other funds holding CHRD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

JFS Wealth Advisors increased its Chord Energy (CHRD) stake by 46% in Q2 2026, buying an estimated $814 and bringing the position to 19 shares worth $2.17K. The position accounts for ﹤0.01% of the portfolio, ranked #1583.

JFS Wealth Advisors first reported a position in CHRD in Q4 2021 and has held it in 17 quarters since. The position peaked at $3.66K in Q4 2023. 516 funds tracked by Wall St. Rank hold CHRD as of Q2 2026.

JFS Wealth Advisors held 19 shares of Chord Energy worth $2.17K as of Q2 2026.
JFS Wealth Advisors bought 6 Chord Energy shares in Q2 2026, an estimated $814.
Chord Energy made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1583 holding.
JFS Wealth Advisors first reported a position in Chord Energy in Q4 2021 and has held it in 17 quarters since.
JFS Wealth Advisors's Chord Energy position peaked at $3.66K in Q4 2023.
516 funds tracked by Wall St. Rank held Chord Energy as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.