Cerity Partners
CHRD icon

Cerity Partners’s Chord Energy CHRD Stock Holding History

Cerity Partners’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 		$2.63M Buy
23,018
+4,536
+25% +$615K ﹤0.01% 1438
2026
Q1 		$2.63M Buy
18,482
+10,498
+131% +$1.14M ﹤0.01% 1330
2025
Q4 		$740K Sell
7,984
-3,475
-30% -$322K ﹤0.01% 1863
2025
Q3 		$1.14M Buy
11,459
+4,368
+62% +$459K ﹤0.01% 1538
2025
Q2 		$687K Buy
+7,091
New +$675K ﹤0.01% 1706
2024
Q3 		– Sell
-1,354
Closed -$227K – 2549
2024
Q2 		$227K Sell
1,354
-34
-2% -$6.03K ﹤0.01% 1967
2024
Q1 		$247K Buy
+1,388
New +$223K ﹤0.01% 1981

Other funds holding CHRD

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Cerity Partners's CHRD Position: Q2 2026 in Review

Cerity Partners increased its Chord Energy (CHRD) stake by 25% in Q2 2026, buying an estimated $615K and bringing the position to 23,018 shares worth $2.63M. The position accounts for ﹤0.01% of the portfolio, ranked #1438.

Cerity Partners first reported a position in CHRD in Q1 2024 and has held it in 7 quarters since. 477 funds tracked by Wall St. Rank hold CHRD as of Q2 2026.

  • Cerity Partners held 23,018 shares of Chord Energy worth $2.63M as of Q2 2026.
  • Cerity Partners bought 4,536 Chord Energy shares in Q2 2026, an estimated $615K.
  • Chord Energy made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1438 holding.
  • Cerity Partners first reported a position in Chord Energy in Q1 2024 and has held it in 7 quarters since.
  • 477 funds tracked by Wall St. Rank held Chord Energy as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.