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Rise Advisors’s Chord Energy CHRD Stock Holding History

Rise 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 		– Sell
-171
Closed -$17K – 344
2025
Q3 		$17K Buy
171
+2
+1% +$210 0.01% 680
2025
Q2 		$16.3K Buy
169
+3
+2% +$286 0.01% 661
2025
Q1 		$18.8K Sell
166
-15
-8% -$1.7K 0.01% 535
2024
Q4 		$21.1K Buy
181
+3
+2% +$377 0.01% 623
2024
Q3 		$23.2K Buy
178
+3
+2% +$460 0.01% 589
2024
Q2 		$29.4K Buy
175
+3
+2% +$532 0.02% 389
2024
Q1 		$30.7K Buy
+172
New +$27.7K 0.02% 372

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

Rise Advisors's CHRD Position: Q4 2025 in Review

Rise Advisors sold out of Chord Energy (CHRD) in Q4 2025, closing a stake of 171 shares — an estimated $17K sold.

Rise Advisors first reported a position in CHRD in Q1 2024 and held it in 7 quarters. The position peaked at $30.7K in Q1 2024. 423 funds tracked by Wall St. Rank hold CHRD as of Q4 2025.

  • Rise Advisors reported no remaining Chord Energy position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 171 Chord Energy shares in Q4 2025, an estimated $17K.
  • Rise Advisors first reported a position in Chord Energy in Q1 2024 and held it in 7 quarters.
  • Rise Advisors's Chord Energy position peaked at $30.7K in Q1 2024.
  • 423 funds tracked by Wall St. Rank held Chord Energy as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.