Cornerstone Planning Group’s Chord Energy CHRD Stock Holding History

Cornerstone Planning Group’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	$2.06K	Sell	15 -3	-17%	-$407	﹤0.01%	1323
2026 Q1	$2.69K	Buy	18 +6	+50%	+$654	﹤0.01%	1237
2025 Q4	$1.18K	Hold	12	–	–	﹤0.01%	1313
2025 Q3	$1.08K	Hold	12	–	–	﹤0.01%	1287
2025 Q2	$1.28K	Hold	12	–	–	﹤0.01%	1056
2025 Q1	$1.11K	Sell	12 -5	-29%	-$568	﹤0.01%	1107
2024 Q4	$1.99K	Buy	17 +5	+42%	+$628	﹤0.01%	794
2024 Q3	$1.51K	Hold	12	–	–	﹤0.01%	842
2024 Q2	$1.81K	Hold	12	–	–	﹤0.01%	796
2024 Q1	$2.11K	Hold	12	–	–	﹤0.01%	659
2023 Q4	$2K	Hold	12	–	–	﹤0.01%	636
2023 Q3	$1.95K	Sell	12 -29	-71%	-$4.55K	﹤0.01%	665
2023 Q2	$6.31K	Buy	+41	New	+$5.95K	﹤0.01%	812
2022 Q4	$5.81K	Buy	+41	New	+$6.01K	﹤0.01%	823

Other funds holding CHRD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

GRA

Goehring & Rozencwajg Associates New York $1.74B AUM 48.6% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Cornerstone Planning Group's CHRD Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Chord Energy (CHRD) stake by 17% in Q2 2026, selling an estimated $407 and leaving 15 shares worth $2.06K. The position accounts for ﹤0.01% of the portfolio, ranked #1323.

Cornerstone Planning Group first reported a position in CHRD in Q4 2022 and has held it in 14 quarters since. The position peaked at $6.31K in Q2 2023. 249 funds tracked by Wall St. Rank hold CHRD as of Q2 2026.

Cornerstone Planning Group held 15 shares of Chord Energy worth $2.06K as of Q2 2026.
Cornerstone Planning Group sold 3 Chord Energy shares in Q2 2026, an estimated $407.
Chord Energy made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1323 holding.
Cornerstone Planning Group first reported a position in Chord Energy in Q4 2022 and has held it in 14 quarters since.
Cornerstone Planning Group's Chord Energy position peaked at $6.31K in Q2 2023.
249 funds tracked by Wall St. Rank held Chord Energy as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.