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Fortem Financial Group’s Chord Energy CHRD Stock Holding History

Fortem Financial Group’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
2025
Q2 		– Sell
-4,530
Closed -$511K – 175
2025
Q1 		$511K Sell
4,530
-2,140
-32% -$243K 0.2% 122
2024
Q4 		$780K Sell
6,670
-49
-0.7% -$6.16K 0.3% 92
2024
Q3 		$875K Buy
6,719
+559
+9% +$85.8K 0.36% 85
2024
Q2 		$1.03M Buy
6,160
+202
+3% +$35.8K 0.44% 73
2024
Q1 		$1.06M Buy
5,958
+91
+2% +$14.6K 0.47% 74
2023
Q4 		$975K Buy
5,867
+860
+17% +$141K 0.49% 69
2023
Q3 		$811K Buy
5,007
+1,776
+55% +$279K 0.48% 69
2023
Q2 		$497K Buy
3,231
+45
+1% +$6.53K 0.29% 99
2023
Q1 		$429K Sell
3,186
-14
-0.4% -$1.9K 0.28% 105
2022
Q4 		$438K Sell
3,200
-311
-9% -$45.6K 0.26% 108
2022
Q3 		$480K Buy
3,511
+230
+7% +$29.5K 0.33% 91
2022
Q2 		$399K Buy
+3,281
New +$480K 0.26% 115

Other funds holding CHRD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
SG
Sourcerock Group Denver, Colorado $1.92B AUM 45.54% 1-Year Est. Return

Fortem Financial Group's CHRD Position: Q2 2025 in Review

Fortem Financial Group sold out of Chord Energy (CHRD) in Q2 2025, closing a stake of 4,530 shares — an estimated $511K sold.

Fortem Financial Group first reported a position in CHRD in Q2 2022 and held it in 12 quarters. The position peaked at $1.06M in Q1 2024. 440 funds tracked by Wall St. Rank hold CHRD as of Q2 2025.

  • Fortem Financial Group reported no remaining Chord Energy position as of Q2 2025 after selling out during the quarter.
  • Fortem Financial Group sold 4,530 Chord Energy shares in Q2 2025, an estimated $511K.
  • Fortem Financial Group first reported a position in Chord Energy in Q2 2022 and held it in 12 quarters.
  • Fortem Financial Group's Chord Energy position peaked at $1.06M in Q1 2024.
  • 440 funds tracked by Wall St. Rank held Chord Energy as of Q2 2025.

Based on Fortem Financial Group's 13F filing for Q2 2025, filed 12 Aug 2025.