Wealth Enhancement Advisory Services’s Chord Energy CHRD Stock Holding History

Wealth Enhancement Advisory Services’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	$1.47M	Buy	12,561 +2,934	+30%	+$398K	﹤0.01%	1792
2026 Q1	$1.37M	Buy	9,627 +1,692	+21%	+$184K	﹤0.01%	1604
2025 Q4	$713K	Sell	7,935 -12,486	-61%	-$1.16M	﹤0.01%	2202
2025 Q3	$2.03M	Buy	20,421 +3,613	+21%	+$380K	﹤0.01%	1430
2025 Q2	$1.75M	Buy	+16,808	New	+$1.6M	﹤0.01%	1428
2024 Q4	–	Sell	-2,181	Closed	-$284K	–	2977
2024 Q3	$284K	Buy	2,181 +207	+10%	+$31.8K	﹤0.01%	2216
2024 Q2	$331K	Sell	1,974 -87	-4%	-$15.4K	﹤0.01%	1915
2024 Q1	$367K	Buy	2,061 +56	+3%	+$9K	﹤0.01%	1781
2023 Q4	$333K	Sell	2,005 -373	-16%	-$61K	﹤0.01%	1747
2023 Q3	$385K	Buy	+2,378	New	+$373K	﹤0.01%	1590

Other funds holding CHRD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Wealth Enhancement Advisory Services's CHRD Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Chord Energy (CHRD) stake by 30% in Q2 2026, buying an estimated $398K and bringing the position to 12,561 shares worth $1.47M. The position accounts for ﹤0.01% of the portfolio, ranked #1792.

Wealth Enhancement Advisory Services first reported a position in CHRD in Q3 2023 and has held it in 10 quarters since. The position peaked at $2.03M in Q3 2025. 518 funds tracked by Wall St. Rank hold CHRD as of Q2 2026.

Wealth Enhancement Advisory Services held 12,561 shares of Chord Energy worth $1.47M as of Q2 2026.
Wealth Enhancement Advisory Services bought 2,934 Chord Energy shares in Q2 2026, an estimated $398K.
Chord Energy made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1792 holding.
Wealth Enhancement Advisory Services first reported a position in Chord Energy in Q3 2023 and has held it in 10 quarters since.
Wealth Enhancement Advisory Services's Chord Energy position peaked at $2.03M in Q3 2025.
518 funds tracked by Wall St. Rank held Chord Energy as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.