James T. Borello
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James T. Borello’s Chord Energy CHRD Stock Holding History

James T. Borello’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
Q3 		$2.28K Sell
17
-2
-11% -$274 ﹤0.01% 901
2026
Q2 		$2.17K Buy
+19
New +$2.58K ﹤0.01% 934

Other funds holding CHRD

Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
RWC Asset Management
RWC Asset Management London, United Kingdom $2.7B AUM 20.82% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Arkfeld Wealth Strategies
Arkfeld Wealth Strategies Omaha, Nebraska $357M AUM 21.48% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Miller Howard Investments
Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

James T. Borello's CHRD Position: Q3 2026 in Review

James T. Borello reduced its Chord Energy (CHRD) stake by 11% in Q3 2026, selling an estimated $274 and leaving 17 shares worth $2.28K. The position accounts for ﹤0.01% of the portfolio, ranked #901.

James T. Borello first reported a position in CHRD in Q2 2026 and has held it in 2 quarters since. 154 funds tracked by Wall St. Rank hold CHRD as of Q3 2026.

  • James T. Borello held 17 shares of Chord Energy worth $2.28K as of Q3 2026.
  • James T. Borello sold 2 Chord Energy shares in Q3 2026, an estimated $274.
  • Chord Energy made up ﹤0.01% of James T. Borello's portfolio in Q3 2026, its #901 holding.
  • James T. Borello first reported a position in Chord Energy in Q2 2026 and has held it in 2 quarters since.
  • 154 funds tracked by Wall St. Rank held Chord Energy as of Q3 2026.

Based on James T. Borello's 13F filing for Q3 2026, filed 16 Oct 2026.