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True Wealth Design’s Chord Energy CHRD Stock Holding History

True Wealth Design’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 		$8.34K Buy
73
+6
+9% +$814 ﹤0.01% 1127
2026
Q1 		$9.53K Buy
67
+37
+123% +$4.03K ﹤0.01% 987
2025
Q4 		$2.78K Sell
30
-138
-82% -$12.8K ﹤0.01% 1327
2025
Q3 		$16.7K Buy
168
+127
+310% +$13.4K 0.01% 668
2025
Q2 		$3.97K Buy
+41
New +$3.9K ﹤0.01% 898

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

True Wealth Design's CHRD Position: Q2 2026 in Review

True Wealth Design increased its Chord Energy (CHRD) stake by 9% in Q2 2026, buying an estimated $814 and bringing the position to 73 shares worth $8.34K. The position accounts for ﹤0.01% of the portfolio, ranked #1127.

True Wealth Design first reported a position in CHRD in Q2 2025 and has held it in 5 quarters since. The position peaked at $16.7K in Q3 2025. 516 funds tracked by Wall St. Rank hold CHRD as of Q2 2026.

  • True Wealth Design held 73 shares of Chord Energy worth $8.34K as of Q2 2026.
  • True Wealth Design bought 6 Chord Energy shares in Q2 2026, an estimated $814.
  • Chord Energy made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1127 holding.
  • True Wealth Design first reported a position in Chord Energy in Q2 2025 and has held it in 5 quarters since.
  • True Wealth Design's Chord Energy position peaked at $16.7K in Q3 2025.
  • 516 funds tracked by Wall St. Rank held Chord Energy as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.