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Toth Financial Advisory’s Chord Energy CHRD Stock Holding History

Toth Financial Advisory’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
-248
Closed -$23K – 947
2025
Q4 		$23K Buy
+248
New +$23K ﹤0.01% 464
2024
Q2 		– Sell
-11
Closed -$1.96K – 756
2024
Q1 		$1.96K Hold
11
– – ﹤0.01% 612
2023
Q4 		$1.83K Hold
11
– – ﹤0.01% 629
2023
Q3 		$1.78K Hold
11
– – ﹤0.01% 645
2023
Q2 		$1.69K Hold
11
– – ﹤0.01% 656
2023
Q1 		$1.48K Hold
11
– – ﹤0.01% 706
2022
Q4 		$1.5K Buy
+11
New +$1.61K ﹤0.01% 622

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
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Toth Financial Advisory's CHRD Position: Q1 2026 in Review

Toth Financial Advisory sold out of Chord Energy (CHRD) in Q1 2026, closing a stake of 248 shares — an estimated $23K sold.

Toth Financial Advisory first reported a position in CHRD in Q4 2022 and held it in 7 quarters. The position peaked at $23K in Q4 2025. 497 funds tracked by Wall St. Rank hold CHRD as of Q1 2026.

  • Toth Financial Advisory reported no remaining Chord Energy position as of Q1 2026 after selling out during the quarter.
  • Toth Financial Advisory sold 248 Chord Energy shares in Q1 2026, an estimated $23K.
  • Toth Financial Advisory first reported a position in Chord Energy in Q4 2022 and held it in 7 quarters.
  • Toth Financial Advisory's Chord Energy position peaked at $23K in Q4 2025.
  • 497 funds tracked by Wall St. Rank held Chord Energy as of Q1 2026.

Based on Toth Financial Advisory's 13F filing for Q1 2026, filed 16 Apr 2026.