Global Retirement Partners’s Chord Energy CHRD Stock Holding History

Global Retirement Partners’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	$43K	Buy	+376	New	+$51K	﹤0.01%	2617
2025 Q4	$1.95K	Buy	+21	New	+$1.95K	﹤0.01%	3740
2024 Q4	$26.2K	Sell	224 -5	-2%	-$628	﹤0.01%	1942
2024 Q3	$29.8K	Sell	229 -37	-14%	-$5.68K	﹤0.01%	1802
2024 Q2	$44.6K	Buy	266 +264	+13,200%	+$46.9K	﹤0.01%	1600
2024 Q1	$356	Hold	2	–	–	﹤0.01%	3189
2023 Q4	$306	Hold	2	–	–	﹤0.01%	3177
2023 Q3	$307	Hold	2	–	–	﹤0.01%	3059
2023 Q2	$308	Hold	2	–	–	﹤0.01%	3042
2023 Q1	$271	Hold	2	–	–	﹤0.01%	3050
2022 Q4	$274	Buy	+2	New	+$293	﹤0.01%	2894
2020 Q4	–	Sell	-18,500	Closed	-$5K	–	1737
2020 Q3	$5K	Hold	18,500	–	–	﹤0.01%	1307
2020 Q2	$14K	Sell	18,500 -25,400	-58%	-$16.4K	﹤0.01%	1010
2020 Q1	$15K	Buy	+43,900	New	+$80.5K	﹤0.01%	886

Other funds holding CHRD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Global Retirement Partners's CHRD Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Chord Energy (CHRD) in Q2 2026: 376 shares worth $43K. The stake represents ﹤0.01% of the portfolio and ranks #2617 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in CHRD as recently as Q4 2025.

Global Retirement Partners first reported a position in CHRD in Q1 2020 and has held it in 14 quarters since. The position peaked at $44.6K in Q2 2024. 518 funds tracked by Wall St. Rank hold CHRD as of Q2 2026.

Global Retirement Partners held 376 shares of Chord Energy worth $43K as of Q2 2026.
Chord Energy was a new Global Retirement Partners position in Q2 2026.
Chord Energy made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2617 holding.
Global Retirement Partners first reported a position in Chord Energy in Q1 2020 and has held it in 14 quarters since.
Global Retirement Partners's Chord Energy position peaked at $44.6K in Q2 2024.
518 funds tracked by Wall St. Rank held Chord Energy as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.