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WFA of San Diego’s Chord Energy CHRD Stock Holding History

WFA of San Diego’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
-20
Closed -$2.84K – 141
2026
Q1 		$2.84K Hold
20
– – ﹤0.01% 342
2025
Q4 		$1.85K Hold
20
– – ﹤0.01% 368
2025
Q3 		$1.99K Hold
20
– – ﹤0.01% 384
2025
Q2 		$1.94K Buy
+20
New +$1.9K ﹤0.01% 396
2024
Q3 		$2.6K Hold
20
– – ﹤0.01% 351
2024
Q2 		$3.35K Buy
+20
New +$3.55K ﹤0.01% 336
2020
Q3 		– Sell
-428,302
Closed -$1.2M – 98
2020
Q2 		$1.2M Buy
+428,302
New +$277K 0.28% 86

Other funds holding CHRD

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

WFA of San Diego's CHRD Position: Q2 2026 in Review

WFA of San Diego sold out of Chord Energy (CHRD) in Q2 2026, closing a stake of 20 shares — an estimated $2.84K sold.

WFA of San Diego first reported a position in CHRD in Q2 2020 and held it in 7 quarters. The position peaked at $1.2M in Q2 2020. 515 funds tracked by Wall St. Rank hold CHRD as of Q2 2026.

  • WFA of San Diego reported no remaining Chord Energy position as of Q2 2026 after selling out during the quarter.
  • WFA of San Diego sold 20 Chord Energy shares in Q2 2026, an estimated $2.84K.
  • WFA of San Diego first reported a position in Chord Energy in Q2 2020 and held it in 7 quarters.
  • WFA of San Diego's Chord Energy position peaked at $1.2M in Q2 2020.
  • 515 funds tracked by Wall St. Rank held Chord Energy as of Q2 2026.

Based on WFA of San Diego's 13F filing for Q2 2026, filed 14 Aug 2026.