Creative Planning’s Chord Energy CHRD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $12.7M | Buy |
89,255
+32,589
| +58% | +$3.55M | 0.01% | 591 |
|
|
2025
Q4 | $5.25M | Buy |
56,666
+22,997
| +68% | +$2.13M | ﹤0.01% | 976 |
|
|
2025
Q3 | $3.35M | Buy |
33,669
+12,558
| +59% | +$1.32M | ﹤0.01% | 1137 |
|
|
2025
Q2 | $2.04M | Buy |
21,111
+5,754
| +37% | +$548K | ﹤0.01% | 1294 |
|
|
2025
Q1 | $1.73M | Buy |
15,357
+3,534
| +30% | +$401K | ﹤0.01% | 1283 |
|
|
2024
Q4 | $1.38M | Buy |
11,823
+1,356
| +13% | +$170K | ﹤0.01% | 1400 |
|
|
2024
Q3 | $1.36M | Sell |
10,467
-4,281
| -29% | -$657K | ﹤0.01% | 1295 |
|
|
2024
Q2 | $2.47M | Buy |
14,748
+6,786
| +85% | +$1.2M | ﹤0.01% | 899 |
|
|
2024
Q1 | $1.42M | Buy |
7,962
+1,044
| +15% | +$168K | ﹤0.01% | 1123 |
|
|
2023
Q4 | $1.15M | Buy |
6,918
+1,315
| +23% | +$215K | ﹤0.01% | 1161 |
|
|
2023
Q3 | $908K | Buy |
5,603
+1,990
| +55% | +$312K | ﹤0.01% | 1209 |
|
|
2023
Q2 | $556K | Buy |
3,613
+2,025
| +128% | +$294K | ﹤0.01% | 1483 |
|
|
2023
Q1 | $214K | Buy |
+1,588
| New | +$216K | ﹤0.01% | 2081 |
|
|
2020
Q4 | – | Sell |
-253,585
| Closed | -$71K | – | 2363 |
|
|
2020
Q3 | $71K | Buy |
253,585
+101,782
| +67% | +$62.3K | ﹤0.01% | 1874 |
|
|
2020
Q2 | $114K | Buy |
151,803
+70,756
| +87% | +$45.8K | ﹤0.01% | 1638 |
|
|
2020
Q1 | $28K | Sell |
81,047
-460,400
| -85% | -$844K | ﹤0.01% | 1697 |
|
|
2019
Q4 | $1.76M | Sell |
541,447
-95,010
| -15% | -$272K | 0.01% | 557 |
|
|
2019
Q3 | $2.2M | Sell |
636,457
-398,033
| -38% | -$1.57M | 0.01% | 467 |
|
|
2019
Q2 | $5.88M | Sell |
1,034,490
-13,367
| -1% | -$75.9K | 0.02% | 261 |
|
|
2019
Q1 | $6.33M | Buy |
1,047,857
+511,051
| +95% | +$3.06M | 0.02% | 229 |
|
|
2018
Q4 | $2.97M | Buy |
536,806
+151,748
| +39% | +$1.38M | 0.01% | 347 |
|
|
2018
Q3 | $5.46M | Sell |
385,058
-41,405
| -10% | -$524K | 0.02% | 253 |
|
|
2018
Q2 | $5.53M | Sell |
426,463
-116,347
| -21% | -$1.33M | 0.02% | 238 |
|
|
2018
Q1 | $4.4M | Buy |
542,810
+47,592
| +10% | +$402K | 0.02% | 275 |
|
|
2017
Q4 | $4.17M | Buy |
495,218
+279,663
| +130% | +$2.58M | 0.02% | 280 |
|
|
2017
Q3 | $1.97M | Buy |
215,555
+102,921
| +91% | +$806K | 0.01% | 467 |
|
|
2017
Q2 | $907K | Buy |
112,634
+88,252
| +362% | +$966K | ﹤0.01% | 738 |
|
|
2017
Q1 | $348K | Buy |
24,382
+323
| +1% | +$4.55K | ﹤0.01% | 1176 |
|
|
2016
Q4 | $364K | Buy |
24,059
+801
| +3% | +$10.4K | ﹤0.01% | 1091 |
|
|
2016
Q3 | $267K | Sell |
23,258
-500
| -2% | -$4.57K | ﹤0.01% | 1244 |
|
|
2016
Q2 | $222K | Buy |
23,758
+1,187
| +5% | +$11.2K | ﹤0.01% | 1204 |
|
|
2016
Q1 | $164K | Buy |
22,571
+100
| +0.4% | +$597 | ﹤0.01% | 1318 |
|
|
2015
Q4 | $166K | Sell |
22,471
-1,400
| -6% | -$15K | ﹤0.01% | 1317 |
|
|
2015
Q3 | $207K | Sell |
23,871
-180
| -0.7% | -$1.89K | ﹤0.01% | 1173 |
|
|
2015
Q2 | $381K | Buy |
24,051
+1,000
| +4% | +$16.8K | ﹤0.01% | 738 |
|
|
2015
Q1 | $328K | Sell |
23,051
-39
| -0.2% | -$573 | ﹤0.01% | 948 |
|
|
2014
Q4 | $382K | Buy |
23,090
+12,390
| +116% | +$307K | ﹤0.01% | 809 |
|
|
2014
Q3 | $447K | Buy |
10,700
+1,180
| +12% | +$58.7K | 0.01% | 702 |
|
|
2014
Q2 | $532K | Buy |
9,520
+3,905
| +70% | +$189K | 0.01% | 625 |
|
|
2014
Q1 | $234K | Buy |
5,615
+2,885
| +106% | +$122K | ﹤0.01% | 927 |
|
|
2013
Q4 | $128K | Sell |
2,730
-600
| -18% | -$29.8K | ﹤0.01% | 1064 |
|
|
2013
Q3 | $164K | Buy |
3,330
+3,230
| +3,230% | +$136K | ﹤0.01% | 845 |
|
|
2013
Q2 | $4K | Buy |
+100
| New | +$3.71K | ﹤0.01% | 2612 |
|
Other funds holding CHRD
VPM
VCM
Creative Planning's CHRD Position: Q1 2026 in Review
Creative Planning increased its Chord Energy (CHRD) stake by 58% in Q1 2026, buying an estimated $3.55M and bringing the position to 89,255 shares worth $12.7M. The position accounts for 0.01% of the portfolio, ranked #591.
Creative Planning first reported a position in CHRD in Q2 2013 and has held it in 43 quarters since. 492 funds tracked by Wall St. Rank hold CHRD as of Q1 2026.
- Creative Planning held 89,255 shares of Chord Energy worth $12.7M as of Q1 2026.
- Creative Planning bought 32,589 Chord Energy shares in Q1 2026, an estimated $3.55M.
- Chord Energy made up 0.01% of Creative Planning's portfolio in Q1 2026, its #591 holding.
- Creative Planning first reported a position in Chord Energy in Q2 2013 and has held it in 43 quarters since.
- 492 funds tracked by Wall St. Rank held Chord Energy as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.