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Sowell Financial Services’s Chord Energy CHRD Stock Holding History

Sowell Financial Services’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 		– Sell
-1,718
Closed -$244K – 1174
2026
Q1 		$244K Buy
+1,718
New +$187K 0.01% 927
2020
Q4 		– Sell
-2,000
Closed -$1K – 2706
2020
Q3 		$1K Hold
2,000
– – ﹤0.01% 2334
2020
Q2 		$2K Hold
2,000
– – ﹤0.01% 2129
2020
Q1 		$1K Hold
2,000
– – ﹤0.01% 2205
2019
Q4 		$7K Hold
2,000
– – ﹤0.01% 1794
2019
Q3 		$7K Buy
+2,000
New +$7.88K ﹤0.01% 1629

Other funds holding CHRD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Sowell Financial Services's CHRD Position: Q2 2026 in Review

Sowell Financial Services sold out of Chord Energy (CHRD) in Q2 2026, closing a stake of 1,718 shares — an estimated $244K sold.

Sowell Financial Services first reported a position in CHRD in Q3 2019 and held it in 6 quarters. The position peaked at $244K in Q1 2026. 516 funds tracked by Wall St. Rank hold CHRD as of Q2 2026.

  • Sowell Financial Services reported no remaining Chord Energy position as of Q2 2026 after selling out during the quarter.
  • Sowell Financial Services sold 1,718 Chord Energy shares in Q2 2026, an estimated $244K.
  • Sowell Financial Services first reported a position in Chord Energy in Q3 2019 and held it in 6 quarters.
  • Sowell Financial Services's Chord Energy position peaked at $244K in Q1 2026.
  • 516 funds tracked by Wall St. Rank held Chord Energy as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.