Sequoia Financial Advisors’s Chord Energy CHRD Stock Holding History

Sequoia Financial 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	$584K	Buy	5,107 +994	+24%	+$135K	﹤0.01%	1252
2026 Q1	$585K	Sell	4,113 -3,257	-44%	-$355K	﹤0.01%	1182
2025 Q4	$683K	Sell	7,370 -333	-4%	-$30.9K	﹤0.01%	1095
2025 Q3	$765K	Buy	7,703 +518	+7%	+$54.5K	﹤0.01%	921
2025 Q2	$696K	Buy	+7,185	New	+$684K	﹤0.01%	850
2025 Q1	–	Sell	-1,718	Closed	-$201K	–	1388
2024 Q4	$201K	Buy	+1,718	New	+$216K	﹤0.01%	1228
2023 Q4	–	Sell	-3,732	Closed	-$605K	–	1211
2023 Q3	$605K	Sell	3,732 -15,010	-80%	-$2.35M	0.01%	457
2023 Q2	$2.88M	Buy	18,742 +2	+0%	+$290	0.05%	199
2023 Q1	$2.52M	Buy	18,740 +7	+0%	+$951	0.06%	186
2022 Q4	$2.56M	Sell	18,733 -1,497	-7%	-$219K	0.06%	178
2022 Q3	$2.77M	Buy	+20,230	New	+$2.59M	0.09%	144

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

Sequoia Financial Advisors's CHRD Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Chord Energy (CHRD) stake by 24% in Q2 2026, buying an estimated $135K and bringing the position to 5,107 shares worth $584K. The position accounts for ﹤0.01% of the portfolio, ranked #1252.

Sequoia Financial Advisors first reported a position in CHRD in Q3 2022 and has held it in 11 quarters since. The position peaked at $2.88M in Q2 2023. 516 funds tracked by Wall St. Rank hold CHRD as of Q2 2026.

Sequoia Financial Advisors held 5,107 shares of Chord Energy worth $584K as of Q2 2026.
Sequoia Financial Advisors bought 994 Chord Energy shares in Q2 2026, an estimated $135K.
Chord Energy made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1252 holding.
Sequoia Financial Advisors first reported a position in Chord Energy in Q3 2022 and has held it in 11 quarters since.
Sequoia Financial Advisors's Chord Energy position peaked at $2.88M in Q2 2023.
516 funds tracked by Wall St. Rank held Chord Energy as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.