BOK Financial’s Chord Energy CHRD Stock Holding History

BOK Financial’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
2025 Q3	–	Sell	-3	Closed	-$291	–	1101
2025 Q2	$291	Hold	3	–	–	﹤0.01%	1131
2025 Q1	$338	Buy	+3	New	+$341	﹤0.01%	1247
2024 Q4	–	Sell	-14	Closed	-$1.89K	–	1336
2024 Q3	$1.89K	Sell	14 -20,000	-100%	-$3.07M	﹤0.01%	1149
2024 Q2	$3.36M	Buy	20,014 +4,543	+29%	+$806K	0.06%	270
2024 Q1	$2.75M	Buy	15,471 +14,601	+1,678%	+$2.35M	0.05%	307
2023 Q4	$145K	Sell	870 -708	-45%	-$116K	﹤0.01%	703
2023 Q3	$261K	Buy	1,578 +128	+9%	+$20.1K	0.01%	610
2023 Q2	$223K	Sell	1,450 -634	-30%	-$91.9K	﹤0.01%	633
2023 Q1	$281K	Buy	2,084 +523	+34%	+$71K	0.01%	632
2022 Q4	$214K	Buy	1,561 +48	+3%	+$7.04K	﹤0.01%	836
2022 Q3	$207K	Buy	+1,513	New	+$194K	﹤0.01%	832
2015 Q3	–	Sell	-52,717	Closed	-$836K	–	852
2015 Q2	$836K	Buy	52,717 +3,162	+6%	+$53.2K	0.03%	487
2015 Q1	$705K	Buy	+49,555	New	+$728K	0.02%	496

Other funds holding CHRD

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Adage Capital Partners

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return