Compass Financial Management’s Chord Energy CHRD Stock Holding History

Compass Financial 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	$24.3K	Buy	+179	New	+$24.3K	﹤0.01%	852

Other funds holding CHRD

BlackRock New York $6.73T AUM 46.02% 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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Compass Financial Management's CHRD Position: Q2 2026 in Review

Compass Financial Management opened a new position in Chord Energy (CHRD) in Q2 2026: 179 shares worth $24.3K. The stake represents ﹤0.01% of the portfolio and ranks #852 among its holdings.

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

Compass Financial Management held 179 shares of Chord Energy worth $24.3K as of Q2 2026.
Chord Energy was a new Compass Financial Management position in Q2 2026.
Chord Energy made up ﹤0.01% of Compass Financial Management's portfolio in Q2 2026, its #852 holding.
477 funds tracked by Wall St. Rank held Chord Energy as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.