Spire Wealth Management’s Chord Energy CHRD Stock Holding History

Spire Wealth Management’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	-28	Closed	-$2.78K	–	2334
2025 Q3	$2.78K	Sell	28 -32	-53%	-$3.37K	﹤0.01%	2092
2025 Q2	$5.78K	Buy	60 +1	+2%	+$95	﹤0.01%	1904
2025 Q1	$6.68K	Hold	59	–	–	﹤0.01%	1980
2024 Q4	$6.89K	Hold	59	–	–	﹤0.01%	1956
2024 Q3	$7.62K	Buy	59 +31	+111%	+$4.76K	﹤0.01%	1717
2024 Q2	$4.7K	Hold	28	–	–	﹤0.01%	1843
2024 Q1	$4.99K	Hold	28	–	–	﹤0.01%	1924
2023 Q4	$4.21K	Sell	28 -1	-3%	-$164	﹤0.01%	2004
2023 Q3	$4.7K	Buy	29 +1	+4%	+$157	﹤0.01%	1960
2023 Q2	$4.31K	Hold	28	–	–	﹤0.01%	2039
2023 Q1	$3.77K	Buy	+28	New	+$3.8K	﹤0.01%	2101

Other funds holding CHRD

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

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

Spire Wealth Management's CHRD Position: Q4 2025 in Review

Spire Wealth Management sold out of Chord Energy (CHRD) in Q4 2025, closing a stake of 28 shares — an estimated $2.78K sold.

Spire Wealth Management first reported a position in CHRD in Q1 2023 and held it in 11 quarters. The position peaked at $7.62K in Q3 2024. 423 funds tracked by Wall St. Rank hold CHRD as of Q4 2025.

Spire Wealth Management reported no remaining Chord Energy position as of Q4 2025 after selling out during the quarter.
Spire Wealth Management sold 28 Chord Energy shares in Q4 2025, an estimated $2.78K.
Spire Wealth Management first reported a position in Chord Energy in Q1 2023 and held it in 11 quarters.
Spire Wealth Management's Chord Energy position peaked at $7.62K in Q3 2024.
423 funds tracked by Wall St. Rank held Chord Energy as of Q4 2025.

Based on Spire Wealth Management's 13F filing for Q4 2025, filed 14 Jan 2026.