Physician Wealth Advisors’s Chord Energy CHRD Stock Holding History

Physician 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	$5.14K	Buy	45 +4	+10%	+$542	﹤0.01%	1085
2026 Q1	$5.83K	Buy	+41	New	+$4.47K	﹤0.01%	959
2025 Q4	–	Sell	-97	Closed	-$9.64K	–	2059
2025 Q3	$9.64K	Buy	97 +21	+28%	+$2.21K	﹤0.01%	748
2025 Q2	$7.36K	Buy	+76	New	+$7.23K	﹤0.01%	709
2025 Q1	–	Sell	-17	Closed	-$1.99K	–	1453
2024 Q4	$1.99K	Buy	+17	New	+$2.14K	﹤0.01%	851

Other funds holding CHRD

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

AWS

Arkfeld Wealth Strategies Omaha, Nebraska $334M AUM 26.97% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

OTL

Oak Thistle LLC New York $1.03B AUM 26.06% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

ACM

Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

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

Physician Wealth Advisors increased its Chord Energy (CHRD) stake by 9.8% in Q2 2026, buying an estimated $542 and bringing the position to 45 shares worth $5.14K. The position accounts for ﹤0.01% of the portfolio, ranked #1085.

Physician Wealth Advisors first reported a position in CHRD in Q4 2024 and has held it in 5 quarters since. The position peaked at $9.64K in Q3 2025. 72 funds tracked by Wall St. Rank hold CHRD as of Q2 2026.

Physician Wealth Advisors held 45 shares of Chord Energy worth $5.14K as of Q2 2026.
Physician Wealth Advisors bought 4 Chord Energy shares in Q2 2026, an estimated $542.
Chord Energy made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1085 holding.
Physician Wealth Advisors first reported a position in Chord Energy in Q4 2024 and has held it in 5 quarters since.
Physician Wealth Advisors's Chord Energy position peaked at $9.64K in Q3 2025.
72 funds tracked by Wall St. Rank held Chord Energy as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.