Financial Consulate’s Chord Energy CHRD Stock Holding History

Financial Consulate’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 Q1	$14.2K	Hold	100	–	–	﹤0.01%	571
2025 Q4	$9.27K	Buy	+100	New	+$9.27K	﹤0.01%	624

Other funds holding CHRD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Financial Consulate's CHRD Position: Q1 2026 in Review

Financial Consulate held its Chord Energy (CHRD) position steady in Q1 2026 at 100 shares worth $14.2K. The position accounts for ﹤0.01% of the portfolio, ranked #571.

Financial Consulate first reported a position in CHRD in Q4 2025 and has held it in 2 quarters since. 492 funds tracked by Wall St. Rank hold CHRD as of Q1 2026.

Financial Consulate held 100 shares of Chord Energy worth $14.2K as of Q1 2026.
Financial Consulate left its Chord Energy share count unchanged in Q1 2026.
Chord Energy made up ﹤0.01% of Financial Consulate's portfolio in Q1 2026, its #571 holding.
Financial Consulate first reported a position in Chord Energy in Q4 2025 and has held it in 2 quarters since.
492 funds tracked by Wall St. Rank held Chord Energy as of Q1 2026.

Based on Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.