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Measured Wealth Private Client Group’s Chord Energy CHRD Stock Holding History

Measured Wealth Private Client 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 		$26.5K Hold
232
– – 0.01% 433
2026
Q1 		$33K Buy
232
+16
+7% +$1.74K 0.01% 360
2025
Q4 		$20K Hold
216
– – 0.01% 481
2025
Q3 		$21.5K Buy
+216
New +$22.7K 0.01% 462
2024
Q4 		– Sell
-1,540
Closed -$201K – 179
2024
Q3 		$201K Sell
1,540
-1,726
-53% -$265K 0.07% 177
2024
Q2 		$548K Buy
3,266
+1,369
+72% +$243K 0.19% 80
2024
Q1 		$338K Buy
1,897
+240
+14% +$38.6K 0.12% 134
2023
Q4 		$275K Buy
1,657
+186
+13% +$30.4K 0.1% 145
2023
Q3 		$238K Buy
+1,471
New +$231K 0.1% 149

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 $3.37T 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

Measured Wealth Private Client Group's CHRD Position: Q2 2026 in Review

Measured Wealth Private Client Group held its Chord Energy (CHRD) position steady in Q2 2026 at 232 shares worth $26.5K. The position accounts for 0.01% of the portfolio, ranked #433.

Measured Wealth Private Client Group first reported a position in CHRD in Q3 2023 and has held it in 9 quarters since. The position peaked at $548K in Q2 2024. 516 funds tracked by Wall St. Rank hold CHRD as of Q2 2026.

  • Measured Wealth Private Client Group held 232 shares of Chord Energy worth $26.5K as of Q2 2026.
  • Measured Wealth Private Client Group left its Chord Energy share count unchanged in Q2 2026.
  • Chord Energy made up 0.01% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #433 holding.
  • Measured Wealth Private Client Group first reported a position in Chord Energy in Q3 2023 and has held it in 9 quarters since.
  • Measured Wealth Private Client Group's Chord Energy position peaked at $548K in Q2 2024.
  • 516 funds tracked by Wall St. Rank held Chord Energy as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.