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United Capital Financial Advisors’s Chord Energy CHRD Stock Holding History

United Capital Financial 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 		$331K Sell
2,899
-993
-26% -$135K ﹤0.01% 1326
2026
Q1 		$553K Buy
+3,892
New +$424K ﹤0.01% 1013
2014
Q4 		– Sell
-8,512
Closed -$356K – 1151
2014
Q3 		$356K Buy
+8,512
New +$423K 0.01% 890

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

United Capital Financial Advisors's CHRD Position: Q2 2026 in Review

United Capital Financial Advisors reduced its Chord Energy (CHRD) stake by 26% in Q2 2026, selling an estimated $135K and leaving 2,899 shares worth $331K. The position accounts for ﹤0.01% of the portfolio, ranked #1326.

United Capital Financial Advisors first reported a position in CHRD in Q3 2014 and has held it in 3 quarters since. The position peaked at $553K in Q1 2026. 515 funds tracked by Wall St. Rank hold CHRD as of Q2 2026.

  • United Capital Financial Advisors held 2,899 shares of Chord Energy worth $331K as of Q2 2026.
  • United Capital Financial Advisors sold 993 Chord Energy shares in Q2 2026, an estimated $135K.
  • Chord Energy made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1326 holding.
  • United Capital Financial Advisors first reported a position in Chord Energy in Q3 2014 and has held it in 3 quarters since.
  • United Capital Financial Advisors's Chord Energy position peaked at $553K in Q1 2026.
  • 515 funds tracked by Wall St. Rank held Chord Energy as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.