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Frank Rimerman Advisors’s Chord Energy CHRD Stock Holding History

Frank Rimerman Advisors’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
Q4 		– Sell
-9,387
Closed -$933K – 606
2025
Q3 		$933K Buy
9,387
+1,704
+22% +$179K 0.06% 232
2025
Q2 		$744K Buy
+7,683
New +$731K 0.05% 267
2024
Q4 		– Sell
-7,623
Closed -$993K – 525
2024
Q3 		$993K Buy
7,623
+3,099
+69% +$475K 0.07% 223
2024
Q2 		$759K Buy
+4,524
New +$803K 0.05% 264

Other funds holding CHRD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Frank Rimerman Advisors's CHRD Position: Q4 2025 in Review

Frank Rimerman Advisors sold out of Chord Energy (CHRD) in Q4 2025, closing a stake of 9,387 shares — an estimated $933K sold.

Frank Rimerman Advisors first reported a position in CHRD in Q2 2024 and held it in 4 quarters. The position peaked at $993K in Q3 2024. 423 funds tracked by Wall St. Rank hold CHRD as of Q4 2025.

  • Frank Rimerman Advisors reported no remaining Chord Energy position as of Q4 2025 after selling out during the quarter.
  • Frank Rimerman Advisors sold 9,387 Chord Energy shares in Q4 2025, an estimated $933K.
  • Frank Rimerman Advisors first reported a position in Chord Energy in Q2 2024 and held it in 4 quarters.
  • Frank Rimerman Advisors's Chord Energy position peaked at $993K in Q3 2024.
  • 423 funds tracked by Wall St. Rank held Chord Energy as of Q4 2025.

Based on Frank Rimerman Advisors's 13F filing for Q4 2025, filed 15 Jan 2026.