Jones Financial Companies
CHRD icon

Jones Financial Companies’s Chord Energy CHRD Stock Holding History

Jones Financial Companies’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 		$1.22M Buy
10,453
+3,215
+44% +$436K ﹤0.01% 1795
2026
Q1 		$1.05M Buy
7,238
+5,847
+420% +$637K ﹤0.01% 1699
2025
Q4 		$129K Buy
1,391
+146
+12% +$13.5K ﹤0.01% 2119
2025
Q3 		$130K Buy
1,245
+167
+15% +$17.6K ﹤0.01% 1969
2025
Q2 		$106K Buy
1,078
+971
+907% +$92.4K ﹤0.01% 1915
2025
Q1 		$12K Buy
107
+52
+95% +$5.91K ﹤0.01% 2634
2024
Q4 		$6.43K Sell
55
-18
-25% -$2.26K ﹤0.01% 2683
2024
Q3 		$9.52K Sell
73
-98
-57% -$15K ﹤0.01% 2224
2024
Q2 		$28.7K Buy
+171
New +$30.3K ﹤0.01% 1431

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 $3.37T AUM 44.26% 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

Jones Financial Companies's CHRD Position: Q2 2026 in Review

Jones Financial Companies increased its Chord Energy (CHRD) stake by 44% in Q2 2026, buying an estimated $436K and bringing the position to 10,453 shares worth $1.22M. The position accounts for ﹤0.01% of the portfolio, ranked #1795.

Jones Financial Companies first reported a position in CHRD in Q2 2024 and has held it in 9 quarters since. 515 funds tracked by Wall St. Rank hold CHRD as of Q2 2026.

  • Jones Financial Companies held 10,453 shares of Chord Energy worth $1.22M as of Q2 2026.
  • Jones Financial Companies bought 3,215 Chord Energy shares in Q2 2026, an estimated $436K.
  • Chord Energy made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1795 holding.
  • Jones Financial Companies first reported a position in Chord Energy in Q2 2024 and has held it in 9 quarters since.
  • 515 funds tracked by Wall St. Rank held Chord Energy as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.