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Essential Partners’s Chord Energy CHRD Stock Holding History

Essential Partners’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 		$46.5K Buy
347
+86
+33% +$11.8K 0.02% 631
2026
Q2 		$29.8K Sell
261
-673
-72% -$91.3K 0.01% 765
2026
Q1 		$133K Sell
934
-773
-45% -$84.3K 0.04% 356
2025
Q4 		$158K Sell
1,707
-733
-30% -$67.9K 0.05% 361
2025
Q3 		$242K Buy
2,440
+249
+11% +$26.2K 0.08% 289
2025
Q2 		$212K Buy
+2,191
New +$209K 0.08% 268

Other funds holding CHRD

Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PCMU
Paragon Capital Management (Utah) Provo, Utah $132M AUM 24.83% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Essential Partners's CHRD Position: Q3 2026 in Review

Essential Partners increased its Chord Energy (CHRD) stake by 33% in Q3 2026, buying an estimated $11.8K and bringing the position to 347 shares worth $46.5K. The position accounts for 0.02% of the portfolio, ranked #631.

Essential Partners first reported a position in CHRD in Q2 2025 and has held it in 6 quarters since. The position peaked at $242K in Q3 2025. 41 funds tracked by Wall St. Rank hold CHRD as of Q3 2026.

  • Essential Partners held 347 shares of Chord Energy worth $46.5K as of Q3 2026.
  • Essential Partners bought 86 Chord Energy shares in Q3 2026, an estimated $11.8K.
  • Chord Energy made up 0.02% of Essential Partners's portfolio in Q3 2026, its #631 holding.
  • Essential Partners first reported a position in Chord Energy in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Chord Energy position peaked at $242K in Q3 2025.
  • 41 funds tracked by Wall St. Rank held Chord Energy as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.