Action Point Financial Planning’s Chord Energy CHRD Stock Holding History

Action Point Financial Planning’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	$4.12K	Buy	+37	New	+$5.02K	﹤0.01%	1901

Other funds holding CHRD

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Action Point Financial Planning's CHRD Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Chord Energy (CHRD) in Q2 2026: 37 shares worth $4.12K. The stake represents ﹤0.01% of the portfolio and ranks #1901 among its holdings.

513 funds tracked by Wall St. Rank hold CHRD as of Q2 2026.

Action Point Financial Planning held 37 shares of Chord Energy worth $4.12K as of Q2 2026.
Chord Energy was a new Action Point Financial Planning position in Q2 2026.
Chord Energy made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1901 holding.
513 funds tracked by Wall St. Rank held Chord Energy as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.