JEST
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JTC Employer Solutions Trustee’s Chord Energy CHRD Stock Holding History

JTC Employer Solutions Trustee’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
Q1 		$0 Hold
1
– – ﹤0.01% 309
2025
Q4 		$0 Hold
1
– – ﹤0.01% 312
2025
Q3 		$0 Hold
1
– – ﹤0.01% 312
2025
Q2 		$0 Hold
1
– – ﹤0.01% 309
2025
Q1 		$0 Hold
1
– – ﹤0.01% 318
2024
Q4 		$0 Hold
1
– – ﹤0.01% 326
2024
Q3 		$0 Hold
1
– – ﹤0.01% 331
2024
Q2 		$0 Hold
1
– – ﹤0.01% 333
2024
Q1 		$0 Hold
1
– – ﹤0.01% 340
2023
Q4 		$0 Hold
1
– – ﹤0.01% 347
2023
Q3 		$0 Hold
1
– – ﹤0.01% 359
2023
Q2 		$0 Hold
1
– – ﹤0.01% 365
2023
Q1 		$0 Buy
+1
New +$136 ﹤0.01% 377

Other funds holding CHRD

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return