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CBIZ Investment Advisory Services’s Chord Energy CHRD Stock Holding History

CBIZ Investment Advisory Services’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
Q1 		$3.27K Hold
23
– – ﹤0.01% 281
2025
Q4 		$2.13K Hold
23
– – ﹤0.01% 639
2025
Q3 		$2.29K Buy
+23
New +$2.42K ﹤0.01% 556
2024
Q4 		– Sell
-128
Closed -$16.7K – 483
2024
Q3 		$16.7K Buy
128
+8
+7% +$1.23K ﹤0.01% 219
2024
Q2 		$20.2K Hold
120
– – ﹤0.01% 165
2024
Q1 		$21.4K Buy
+120
New +$19.3K ﹤0.01% 169

Other funds holding CHRD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

CBIZ Investment Advisory Services's CHRD Position: Q1 2026 in Review

CBIZ Investment Advisory Services held its Chord Energy (CHRD) position steady in Q1 2026 at 23 shares worth $3.27K. The position accounts for ﹤0.01% of the portfolio, ranked #281.

CBIZ Investment Advisory Services first reported a position in CHRD in Q1 2024 and has held it in 6 quarters since. The position peaked at $21.4K in Q1 2024. 492 funds tracked by Wall St. Rank hold CHRD as of Q1 2026.

  • CBIZ Investment Advisory Services held 23 shares of Chord Energy worth $3.27K as of Q1 2026.
  • CBIZ Investment Advisory Services left its Chord Energy share count unchanged in Q1 2026.
  • Chord Energy made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q1 2026, its #281 holding.
  • CBIZ Investment Advisory Services first reported a position in Chord Energy in Q1 2024 and has held it in 6 quarters since.
  • CBIZ Investment Advisory Services's Chord Energy position peaked at $21.4K in Q1 2024.
  • 492 funds tracked by Wall St. Rank held Chord Energy as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.