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LGT Financial Advisors’s Chord Energy CHRD Stock Holding History

LGT 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
2025
Q1 		– Sell
-167
Closed -$19.5K – 377
2024
Q4 		$19.5K Sell
167
-62
-27% -$7.79K 0.04% 311
2024
Q3 		$29.8K Sell
229
-177
-44% -$27.2K 0.07% 198
2024
Q2 		$68.1K Buy
406
+336
+480% +$59.6K 0.14% 122
2024
Q1 		$12.5K Hold
70
– – 0.01% 458
2023
Q4 		$11.6K Hold
70
– – 0.01% 456
2023
Q3 		$11.3K Buy
+70
New +$11K 0.01% 456

Other funds holding CHRD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
SG
Sourcerock Group Denver, Colorado $1.92B AUM 45.54% 1-Year Est. Return

LGT Financial Advisors's CHRD Position: Q1 2025 in Review

LGT Financial Advisors sold out of Chord Energy (CHRD) in Q1 2025, closing a stake of 167 shares — an estimated $19.5K sold.

LGT Financial Advisors first reported a position in CHRD in Q3 2023 and held it in 6 quarters. The position peaked at $68.1K in Q2 2024. 440 funds tracked by Wall St. Rank hold CHRD as of Q1 2025.

  • LGT Financial Advisors reported no remaining Chord Energy position as of Q1 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 167 Chord Energy shares in Q1 2025, an estimated $19.5K.
  • LGT Financial Advisors first reported a position in Chord Energy in Q3 2023 and held it in 6 quarters.
  • LGT Financial Advisors's Chord Energy position peaked at $68.1K in Q2 2024.
  • 440 funds tracked by Wall St. Rank held Chord Energy as of Q1 2025.

Based on LGT Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.