Superior Planning, LLC’s Chord Energy CHRD Stock Holding History

Superior Planning, LLC’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 Q3	$2.41K	Buy	+18	New	+$2.47K	﹤0.01%	1499

Other funds holding CHRD

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Superior Planning, LLC's CHRD Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Chord Energy (CHRD) in Q3 2026: 18 shares worth $2.41K. The stake represents ﹤0.01% of the portfolio and ranks #1499 among its holdings.

352 funds tracked by Wall St. Rank hold CHRD as of Q3 2026.

Superior Planning, LLC held 18 shares of Chord Energy worth $2.41K as of Q3 2026.
Chord Energy was a new Superior Planning, LLC position in Q3 2026.
Chord Energy made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1499 holding.
352 funds tracked by Wall St. Rank held Chord Energy as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.