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Wealthspire Advisors (New York)’s Chord Energy CHRD Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-97
Closed -$9.64K – 1365
2025
Q3 		$9.64K Buy
+97
New +$10.2K ﹤0.01% 2037

Other funds holding CHRD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wealthspire Advisors (New York)'s CHRD Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Chord Energy (CHRD) in Q4 2025, closing a stake of 97 shares — an estimated $9.64K sold.

Wealthspire Advisors (New York) first reported a position in CHRD in Q3 2025 and held it in 1 quarter. The position peaked at $9.64K in Q3 2025. 422 funds tracked by Wall St. Rank hold CHRD as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Chord Energy position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 97 Chord Energy shares in Q4 2025, an estimated $9.64K.
  • Wealthspire Advisors (New York) first reported a position in Chord Energy in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Chord Energy position peaked at $9.64K in Q3 2025.
  • 422 funds tracked by Wall St. Rank held Chord Energy as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.