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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
Q2 		$11.4K Hold
100
– – ﹤0.01% 634
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
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

Financial Consulate's CHRD Position: Q2 2026 in Review

Financial Consulate held its Chord Energy (CHRD) position steady in Q2 2026 at 100 shares worth $11.4K. The position accounts for ﹤0.01% of the portfolio, ranked #634.

Financial Consulate first reported a position in CHRD in Q4 2025 and has held it in 3 quarters since. The position peaked at $14.2K in Q1 2026. 517 funds tracked by Wall St. Rank hold CHRD as of Q2 2026.

  • Financial Consulate held 100 shares of Chord Energy worth $11.4K as of Q2 2026.
  • Financial Consulate left its Chord Energy share count unchanged in Q2 2026.
  • Chord Energy made up ﹤0.01% of Financial Consulate's portfolio in Q2 2026, its #634 holding.
  • Financial Consulate first reported a position in Chord Energy in Q4 2025 and has held it in 3 quarters since.
  • Financial Consulate's Chord Energy position peaked at $14.2K in Q1 2026.
  • 517 funds tracked by Wall St. Rank held Chord Energy as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.