Focus Partners Wealth
CHRD icon

Focus Partners Wealth’s Chord Energy CHRD Stock Holding History

Focus Partners Wealth’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 		– Sell
-4,750
Closed -$675K – 2810
2026
Q1 		$675K Buy
4,750
+737
+18% +$80.4K ﹤0.01% 1786
2025
Q4 		$372K Sell
4,013
-26,451
-87% -$2.45M ﹤0.01% 2106
2025
Q3 		$1.33M Buy
30,464
+27,213
+837% +$2.86M ﹤0.01% 1168
2025
Q2 		$315K Buy
3,251
+686
+27% +$65.3K ﹤0.01% 1657
2025
Q1 		$289K Buy
+2,565
New +$291K ﹤0.01% 1590

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 $3.38T AUM 44.17% 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

Focus Partners Wealth's CHRD Position: Q2 2026 in Review

Focus Partners Wealth sold out of Chord Energy (CHRD) in Q2 2026, closing a stake of 4,750 shares — an estimated $675K sold.

Focus Partners Wealth first reported a position in CHRD in Q1 2025 and held it in 5 quarters. The position peaked at $1.33M in Q3 2025. 518 funds tracked by Wall St. Rank hold CHRD as of Q2 2026.

  • Focus Partners Wealth reported no remaining Chord Energy position as of Q2 2026 after selling out during the quarter.
  • Focus Partners Wealth sold 4,750 Chord Energy shares in Q2 2026, an estimated $675K.
  • Focus Partners Wealth first reported a position in Chord Energy in Q1 2025 and held it in 5 quarters.
  • Focus Partners Wealth's Chord Energy position peaked at $1.33M in Q3 2025.
  • 518 funds tracked by Wall St. Rank held Chord Energy as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.