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Redmont Wealth Advisors’s Chord Energy CHRD Stock Holding History

Redmont 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
2025
Q4 		$338K Sell
3,650
-12
-0.3% -$1.11K 0.51% 46
2025
Q3 		$364K Sell
3,662
-994
-21% -$105K 0.51% 54
2025
Q2 		$451K Buy
4,656
+1,506
+48% +$143K 0.66% 47
2025
Q1 		$355K Buy
+3,150
New +$358K 0.69% 37
2024
Q4 		– Sell
-3,589
Closed -$467K – 111
2024
Q3 		$467K Buy
+3,589
New +$551K 0.72% 41

Other funds holding CHRD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Redmont Wealth Advisors's CHRD Position: Q4 2025 in Review

Redmont Wealth Advisors reduced its Chord Energy (CHRD) stake by 0.33% in Q4 2025, selling an estimated $1.11K and leaving 3,650 shares worth $338K. The position accounts for 0.51% of the portfolio, ranked #46.

Redmont Wealth Advisors first reported a position in CHRD in Q3 2024 and has held it in 5 quarters since. The position peaked at $467K in Q3 2024. 423 funds tracked by Wall St. Rank hold CHRD as of Q4 2025.

  • Redmont Wealth Advisors held 3,650 shares of Chord Energy worth $338K as of Q4 2025.
  • Redmont Wealth Advisors sold 12 Chord Energy shares in Q4 2025, an estimated $1.11K.
  • Chord Energy made up 0.51% of Redmont Wealth Advisors's portfolio in Q4 2025, its #46 holding.
  • Redmont Wealth Advisors first reported a position in Chord Energy in Q3 2024 and has held it in 5 quarters since.
  • Redmont Wealth Advisors's Chord Energy position peaked at $467K in Q3 2024.
  • 423 funds tracked by Wall St. Rank held Chord Energy as of Q4 2025.

Based on Redmont Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.