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Kestra Private Wealth Services’s Chord Energy CHRD Stock Holding History

Kestra Private Wealth Services’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 		$469K Sell
4,105
-4,250
-51% -$576K 0.01% 1270
2026
Q1 		$1.19M Buy
+8,355
New +$911K 0.01% 754
2024
Q4 		– Sell
-3,743
Closed -$487K – 1434
2024
Q3 		$487K Buy
3,743
+762
+26% +$117K 0.01% 881
2024
Q2 		$500K Buy
+2,981
New +$529K 0.01% 832

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 $3.38T AUM 44.17% 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

Kestra Private Wealth Services's CHRD Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its Chord Energy (CHRD) stake by 51% in Q2 2026, selling an estimated $576K and leaving 4,105 shares worth $469K. The position accounts for 0.01% of the portfolio, ranked #1270.

Kestra Private Wealth Services first reported a position in CHRD in Q2 2024 and has held it in 4 quarters since. The position peaked at $1.19M in Q1 2026. 518 funds tracked by Wall St. Rank hold CHRD as of Q2 2026.

  • Kestra Private Wealth Services held 4,105 shares of Chord Energy worth $469K as of Q2 2026.
  • Kestra Private Wealth Services sold 4,250 Chord Energy shares in Q2 2026, an estimated $576K.
  • Chord Energy made up 0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1270 holding.
  • Kestra Private Wealth Services first reported a position in Chord Energy in Q2 2024 and has held it in 4 quarters since.
  • Kestra Private Wealth Services's Chord Energy position peaked at $1.19M in Q1 2026.
  • 518 funds tracked by Wall St. Rank held Chord Energy as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.