Corient Private Wealth
CHRD icon

Corient Private Wealth’s Chord Energy CHRD Stock Holding History

Corient Private Wealth’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 		$2.09M Sell
14,790
-9,668
-40% -$1.05M ﹤0.01% 1242
2025
Q4 		$2.27M Buy
24,458
+1,554
+7% +$144K ﹤0.01% 1470
2025
Q3 		$2.28M Sell
22,904
-1,489
-6% -$157K ﹤0.01% 1008
2025
Q2 		$2.36M Buy
24,393
+994
+4% +$94.6K ﹤0.01% 963
2025
Q1 		$2.64M Buy
23,399
+4,550
+24% +$517K ﹤0.01% 877
2024
Q4 		$2.2M Sell
18,849
-17,530
-48% -$2.2M ﹤0.01% 963
2024
Q3 		$4.74M Sell
36,379
-8,483
-19% -$1.3M 0.01% 767
2024
Q2 		$7.52M Sell
44,862
-5,596
-11% -$993K 0.01% 598
2024
Q1 		$8.99M Sell
50,458
-32
-0.1% -$5.14K 0.02% 551
2023
Q4 		$8.39M Sell
50,490
-2,543
-5% -$416K 0.02% 560
2023
Q3 		$8.59M Sell
53,033
-231
-0.4% -$36.2K 0.02% 511
2023
Q2 		$8.19M Buy
53,264
+51,538
+2,986% +$7.47M 0.02% 504
2023
Q1 		$232K Buy
+1,726
New +$234K ﹤0.01% 1727

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

Corient Private Wealth's CHRD Position: Q1 2026 in Review

Corient Private Wealth reduced its Chord Energy (CHRD) stake by 40% in Q1 2026, selling an estimated $1.05M and leaving 14,790 shares worth $2.09M. The position accounts for ﹤0.01% of the portfolio, ranked #1242.

Corient Private Wealth first reported a position in CHRD in Q1 2023 and has held it in 13 quarters since. The position peaked at $8.99M in Q1 2024. 492 funds tracked by Wall St. Rank hold CHRD as of Q1 2026.

  • Corient Private Wealth held 14,790 shares of Chord Energy worth $2.09M as of Q1 2026.
  • Corient Private Wealth sold 9,668 Chord Energy shares in Q1 2026, an estimated $1.05M.
  • Chord Energy made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #1242 holding.
  • Corient Private Wealth first reported a position in Chord Energy in Q1 2023 and has held it in 13 quarters since.
  • Corient Private Wealth's Chord Energy position peaked at $8.99M in Q1 2024.
  • 492 funds tracked by Wall St. Rank held Chord Energy as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.