VWA
CHRD icon

Valued Wealth Advisors’s Chord Energy CHRD Stock Holding History

Valued 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 		$15.1K Buy
132
+26
+25% +$3.53K 0.01% 244
2026
Q1 		$15.1K Buy
+106
New +$11.6K 0.01% 220
2025
Q3 		– Sell
-2
Closed -$199 – 631
2025
Q2 		$199 Hold
2
– – ﹤0.01% 577
2025
Q1 		$228 Hold
2
– – ﹤0.01% 603
2024
Q4 		$234 Buy
2
+1
+100% +$126 ﹤0.01% 605
2024
Q3 		$131 Hold
1
– – ﹤0.01% 618
2024
Q2 		$168 Buy
+1
New +$177 ﹤0.01% 572

Other funds holding CHRD

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
AWS
Arkfeld Wealth Strategies Omaha, Nebraska $334M AUM 26.97% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
OTL
Oak Thistle LLC New York $1.03B AUM 26.06% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Valued Wealth Advisors's CHRD Position: Q2 2026 in Review

Valued Wealth Advisors increased its Chord Energy (CHRD) stake by 25% in Q2 2026, buying an estimated $3.53K and bringing the position to 132 shares worth $15.1K. The position accounts for 0.01% of the portfolio, ranked #244.

Valued Wealth Advisors first reported a position in CHRD in Q2 2024 and has held it in 7 quarters since. 86 funds tracked by Wall St. Rank hold CHRD as of Q2 2026.

  • Valued Wealth Advisors held 132 shares of Chord Energy worth $15.1K as of Q2 2026.
  • Valued Wealth Advisors bought 26 Chord Energy shares in Q2 2026, an estimated $3.53K.
  • Chord Energy made up 0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #244 holding.
  • Valued Wealth Advisors first reported a position in Chord Energy in Q2 2024 and has held it in 7 quarters since.
  • 86 funds tracked by Wall St. Rank held Chord Energy as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.