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CSM Advisors’s Chord Energy CHRD Stock Holding History

CSM 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 		$2.6M Sell
22,767
-540
-2% -$73.2K 0.06% 296
2026
Q1 		$3.31M Buy
+23,307
New +$2.54M 0.08% 272

Other funds holding CHRD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

CSM Advisors's CHRD Position: Q2 2026 in Review

CSM Advisors reduced its Chord Energy (CHRD) stake by 2.3% in Q2 2026, selling an estimated $73.2K and leaving 22,767 shares worth $2.6M. The position accounts for 0.06% of the portfolio, ranked #296.

CSM Advisors first reported a position in CHRD in Q1 2026 and has held it in 2 quarters since. The position peaked at $3.31M in Q1 2026. 517 funds tracked by Wall St. Rank hold CHRD as of Q2 2026.

  • CSM Advisors held 22,767 shares of Chord Energy worth $2.6M as of Q2 2026.
  • CSM Advisors sold 540 Chord Energy shares in Q2 2026, an estimated $73.2K.
  • Chord Energy made up 0.06% of CSM Advisors's portfolio in Q2 2026, its #296 holding.
  • CSM Advisors first reported a position in Chord Energy in Q1 2026 and has held it in 2 quarters since.
  • CSM Advisors's Chord Energy position peaked at $3.31M in Q1 2026.
  • 517 funds tracked by Wall St. Rank held Chord Energy as of Q2 2026.

Based on CSM Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.