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Wealth Preservation Advisors’s Chord Energy CHRD Stock Holding History

Wealth Preservation 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
-2
Closed -$284 – 238
2026
Q1 		$284 Buy
+2
New +$218 ﹤0.01% 844

Other funds holding CHRD

BlackRock
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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

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

Wealth Preservation Advisors sold out of Chord Energy (CHRD) in Q2 2026, closing a stake of 2 shares — an estimated $284 sold.

Wealth Preservation Advisors first reported a position in CHRD in Q1 2026 and held it in 1 quarter. The position peaked at $284 in Q1 2026. 518 funds tracked by Wall St. Rank hold CHRD as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining Chord Energy position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 2 Chord Energy shares in Q2 2026, an estimated $284.
  • Wealth Preservation Advisors first reported a position in Chord Energy in Q1 2026 and held it in 1 quarter.
  • Wealth Preservation Advisors's Chord Energy position peaked at $284 in Q1 2026.
  • 518 funds tracked by Wall St. Rank held Chord Energy as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.