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Concurrent Investment Advisors’s Chord Energy CHRD Stock Holding History

Concurrent Investment Advisors’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 		$402K Buy
3,514
+121
+4% +$16.4K ﹤0.01% 1531
2026
Q1 		$482K Sell
3,393
-898
-21% -$97.9K 0.01% 1229
2025
Q4 		$398K Buy
+4,291
New +$398K ﹤0.01% 1244

Other funds holding CHRD

Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
TG
TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return
RAM
RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
AWS
Arkfeld Wealth Strategies Omaha, Nebraska $334M AUM 26.97% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Concurrent Investment Advisors's CHRD Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Chord Energy (CHRD) stake by 3.6% in Q2 2026, buying an estimated $16.4K and bringing the position to 3,514 shares worth $402K. The position accounts for ﹤0.01% of the portfolio, ranked #1531.

Concurrent Investment Advisors first reported a position in CHRD in Q4 2025 and has held it in 3 quarters since. The position peaked at $482K in Q1 2026. 174 funds tracked by Wall St. Rank hold CHRD as of Q2 2026.

  • Concurrent Investment Advisors held 3,514 shares of Chord Energy worth $402K as of Q2 2026.
  • Concurrent Investment Advisors bought 121 Chord Energy shares in Q2 2026, an estimated $16.4K.
  • Chord Energy made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1531 holding.
  • Concurrent Investment Advisors first reported a position in Chord Energy in Q4 2025 and has held it in 3 quarters since.
  • Concurrent Investment Advisors's Chord Energy position peaked at $482K in Q1 2026.
  • 174 funds tracked by Wall St. Rank held Chord Energy as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.