Private Wealth Management Group’s Chord Energy CHRD Stock Holding History

Private Wealth Management 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	$6.74K	Sell	59 -15	-20%	-$2.03K	﹤0.01%	722
2026 Q1	$10.5K	Buy	74 +18	+32%	+$1.96K	﹤0.01%	505
2025 Q4	$5.19K	Buy	56 +25	+81%	+$2.32K	﹤0.01%	756
2025 Q3	$3.08K	Hold	31	–	–	﹤0.01%	968
2025 Q2	$3K	Buy	31 +12	+63%	+$1.14K	﹤0.01%	960
2025 Q1	$2.14K	Sell	19 -70	-79%	-$7.95K	﹤0.01%	1031
2024 Q4	$10.4K	Buy	89 +36	+68%	+$4.53K	﹤0.01%	457
2024 Q3	$6.9K	Buy	53 +32	+152%	+$4.91K	﹤0.01%	595
2024 Q2	$3.52K	Hold	21	–	–	﹤0.01%	854
2024 Q1	$3.74K	Buy	21 +4	+24%	+$643	﹤0.01%	725
2023 Q4	$2.83K	Buy	+17	New	+$2.78K	﹤0.01%	826

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

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

Private Wealth Management Group reduced its Chord Energy (CHRD) stake by 20% in Q2 2026, selling an estimated $2.03K and leaving 59 shares worth $6.74K. The position accounts for ﹤0.01% of the portfolio, ranked #722.

Private Wealth Management Group first reported a position in CHRD in Q4 2023 and has held it in 11 quarters since. The position peaked at $10.5K in Q1 2026. 516 funds tracked by Wall St. Rank hold CHRD as of Q2 2026.

Private Wealth Management Group held 59 shares of Chord Energy worth $6.74K as of Q2 2026.
Private Wealth Management Group sold 15 Chord Energy shares in Q2 2026, an estimated $2.03K.
Chord Energy made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #722 holding.
Private Wealth Management Group first reported a position in Chord Energy in Q4 2023 and has held it in 11 quarters since.
Private Wealth Management Group's Chord Energy position peaked at $10.5K in Q1 2026.
516 funds tracked by Wall St. Rank held Chord Energy as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.