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Twin Peaks Wealth Advisors’s Chord Energy CHRD Stock Holding History

Twin Peaks Wealth 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 		– Sell
-4
Closed -$569 – 587
2026
Q1 		$569 Buy
+4
New +$436 ﹤0.01% 2010
2025
Q3 		– Sell
-37
Closed -$3.7K – 517
2025
Q2 		$3.7K Buy
+37
New +$3.52K ﹤0.01% 1437

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

Twin Peaks Wealth Advisors's CHRD Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Chord Energy (CHRD) in Q2 2026, closing a stake of 4 shares — an estimated $569 sold.

Twin Peaks Wealth Advisors first reported a position in CHRD in Q2 2025 and held it in 2 quarters. The position peaked at $3.7K in Q2 2025. 516 funds tracked by Wall St. Rank hold CHRD as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Chord Energy position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 4 Chord Energy shares in Q2 2026, an estimated $569.
  • Twin Peaks Wealth Advisors first reported a position in Chord Energy in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Chord Energy position peaked at $3.7K in Q2 2025.
  • 516 funds tracked by Wall St. Rank held Chord Energy as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.