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EP Wealth Advisors, LLC

SEC CIK
0001540569
Latest filing
Aug 11, 2026

CHRD holding history

Chord Energy Corp in every 13F filed by EP Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CHRD overviewAll 13F holders of CHRDFull Q2 2026 holdings

Shares (Q2 2026)
2,880
Value
$329.2K
% of portfolio
<0.1%
Quarters held
4
Since Q3 2024
Holdings of CHRD by EP Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,880$329.2K<0.1%+14+0.5%AddedHolders
Q1 20262,866$407.5K<0.1%−312−9.8%ReducedHolders
Q4 20253,178$294.6K<0.1%–No prior filingHolders
Q4 20240$00.0%−3,257−100.0%Sold outHolders
Q3 20243,257$424.2K<0.1%+3,257NewHolders