DWM
CHRD icon

Dakota Wealth Management’s Chord Energy CHRD Stock Holding History

Dakota Wealth Management’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 		$252K Hold
2,202
– – ﹤0.01% 703
2026
Q1 		$313K Buy
+2,202
New +$240K 0.01% 644
2023
Q1 		– Sell
-1,602
Closed -$219K – 620
2022
Q4 		$219K Buy
1,602
+119
+8% +$17.4K 0.02% 528
2022
Q3 		$203K Buy
+1,483
New +$190K 0.02% 501

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

Dakota Wealth Management's CHRD Position: Q2 2026 in Review

Dakota Wealth Management held its Chord Energy (CHRD) position steady in Q2 2026 at 2,202 shares worth $252K. The position accounts for ﹤0.01% of the portfolio, ranked #703.

Dakota Wealth Management first reported a position in CHRD in Q3 2022 and has held it in 4 quarters since. The position peaked at $313K in Q1 2026. 516 funds tracked by Wall St. Rank hold CHRD as of Q2 2026.

  • Dakota Wealth Management held 2,202 shares of Chord Energy worth $252K as of Q2 2026.
  • Dakota Wealth Management left its Chord Energy share count unchanged in Q2 2026.
  • Chord Energy made up ﹤0.01% of Dakota Wealth Management's portfolio in Q2 2026, its #703 holding.
  • Dakota Wealth Management first reported a position in Chord Energy in Q3 2022 and has held it in 4 quarters since.
  • Dakota Wealth Management's Chord Energy position peaked at $313K in Q1 2026.
  • 516 funds tracked by Wall St. Rank held Chord Energy as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.