WA
CHRD icon

Whipplewood Advisors’s Chord Energy CHRD Stock Holding History

Whipplewood 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
-17
Closed -$2.42K – 707
2026
Q1 		$2.42K Buy
+17
New +$1.85K ﹤0.01% 743
2025
Q3 		– Sell
-17
Closed -$1.65K – 460
2025
Q2 		$1.65K Sell
17
-6
-26% -$571 ﹤0.01% 916
2025
Q1 		$1.92K Buy
23
+6
+35% +$682 ﹤0.01% 896
2024
Q4 		$1.99K Buy
+17
New +$2.14K ﹤0.01% 884

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

Whipplewood Advisors's CHRD Position: Q2 2026 in Review

Whipplewood Advisors sold out of Chord Energy (CHRD) in Q2 2026, closing a stake of 17 shares — an estimated $2.42K sold.

Whipplewood Advisors first reported a position in CHRD in Q4 2024 and held it in 4 quarters. The position peaked at $2.42K in Q1 2026. 516 funds tracked by Wall St. Rank hold CHRD as of Q2 2026.

  • Whipplewood Advisors reported no remaining Chord Energy position as of Q2 2026 after selling out during the quarter.
  • Whipplewood Advisors sold 17 Chord Energy shares in Q2 2026, an estimated $2.42K.
  • Whipplewood Advisors first reported a position in Chord Energy in Q4 2024 and held it in 4 quarters.
  • Whipplewood Advisors's Chord Energy position peaked at $2.42K in Q1 2026.
  • 516 funds tracked by Wall St. Rank held Chord Energy as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.