BCWM
CHRD icon

Bartlett & Co Wealth Management’s Chord Energy CHRD Stock Holding History

Bartlett & Co Wealth Management’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 		$914 Buy
8
+4
+100% +$542 ﹤0.01% 1220
2026
Q1 		$597 Buy
+4
New +$436 ﹤0.01% 1165

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

Bartlett & Co Wealth Management's CHRD Position: Q2 2026 in Review

Bartlett & Co Wealth Management increased its Chord Energy (CHRD) stake by 100% in Q2 2026, buying an estimated $542 and bringing the position to 8 shares worth $914. The position accounts for ﹤0.01% of the portfolio, ranked #1220.

Bartlett & Co Wealth Management first reported a position in CHRD in Q1 2026 and has held it in 2 quarters since. 517 funds tracked by Wall St. Rank hold CHRD as of Q2 2026.

  • Bartlett & Co Wealth Management held 8 shares of Chord Energy worth $914 as of Q2 2026.
  • Bartlett & Co Wealth Management bought 4 Chord Energy shares in Q2 2026, an estimated $542.
  • Chord Energy made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #1220 holding.
  • Bartlett & Co Wealth Management first reported a position in Chord Energy in Q1 2026 and has held it in 2 quarters since.
  • 517 funds tracked by Wall St. Rank held Chord Energy as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.