Wealth Enhancement Advisory Services
CHRD icon

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

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

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. 86 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.
  • 86 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.