SageView Advisory Group’s Chord Energy CHRD Stock Holding History

SageView Advisory 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 Q1	–	Sell	-60	Closed	-$5.56K	–	921
2025 Q4	$5.56K	Buy	+60	New	+$5.56K	﹤0.01%	1936

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

SageView Advisory Group's CHRD Position: Q1 2026 in Review

SageView Advisory Group sold out of Chord Energy (CHRD) in Q1 2026, closing a stake of 60 shares — an estimated $5.56K sold.

SageView Advisory Group first reported a position in CHRD in Q4 2025 and held it in 1 quarter. The position peaked at $5.56K in Q4 2025. 497 funds tracked by Wall St. Rank hold CHRD as of Q1 2026.

SageView Advisory Group reported no remaining Chord Energy position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 60 Chord Energy shares in Q1 2026, an estimated $5.56K.
SageView Advisory Group first reported a position in Chord Energy in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's Chord Energy position peaked at $5.56K in Q4 2025.
497 funds tracked by Wall St. Rank held Chord Energy as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.