Darwin Wealth Management
CHRD icon

Darwin Wealth Management’s Chord Energy CHRD Stock Holding History

Darwin 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
Q3 		$402 Buy
+3
New +$411 ﹤0.01% 1066
2024
Q4 		– Sell
-8
Closed -$989 – 646
2024
Q3 		$989 Buy
+8
New +$1.23K ﹤0.01% 565

Other funds holding CHRD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
GW&K Investment Management
GW&K Investment Management Boston, Massachusetts $11.8B AUM 29.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Darwin Wealth Management's CHRD Position: Q3 2026 in Review

Darwin Wealth Management opened a new position in Chord Energy (CHRD) in Q3 2026: 3 shares worth $402. The stake represents ﹤0.01% of the portfolio and ranks #1066 among its holdings. This is a return to the name: Darwin Wealth Management previously reported a position in CHRD as recently as Q3 2024.

Darwin Wealth Management first reported a position in CHRD in Q3 2024 and has held it in 2 quarters since. The position peaked at $989 in Q3 2024. 290 funds tracked by Wall St. Rank hold CHRD as of Q3 2026.

  • Darwin Wealth Management held 3 shares of Chord Energy worth $402 as of Q3 2026.
  • Chord Energy was a new Darwin Wealth Management position in Q3 2026.
  • Chord Energy made up ﹤0.01% of Darwin Wealth Management's portfolio in Q3 2026, its #1066 holding.
  • Darwin Wealth Management first reported a position in Chord Energy in Q3 2024 and has held it in 2 quarters since.
  • Darwin Wealth Management's Chord Energy position peaked at $989 in Q3 2024.
  • 290 funds tracked by Wall St. Rank held Chord Energy as of Q3 2026.

Based on Darwin Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.