Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Chord Energy CHRD Stock Holding History

Kovitz Investment Group 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
2025
Q4 		– Sell
-23,343
Closed -$2.32M – 596
2025
Q3 		$2.32M Sell
23,343
-648
-3% -$68.1K 0.01% 619
2025
Q2 		$2.32M Sell
23,991
-8,933
-27% -$850K 0.01% 601
2025
Q1 		$3.71M Buy
+32,924
New +$3.74M 0.02% 460

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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

Kovitz Investment Group Partners's CHRD Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Chord Energy (CHRD) in Q4 2025, closing a stake of 23,343 shares — an estimated $2.32M sold.

Kovitz Investment Group Partners first reported a position in CHRD in Q1 2025 and held it in 3 quarters. The position peaked at $3.71M in Q1 2025. 423 funds tracked by Wall St. Rank hold CHRD as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Chord Energy position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 23,343 Chord Energy shares in Q4 2025, an estimated $2.32M.
  • Kovitz Investment Group Partners first reported a position in Chord Energy in Q1 2025 and held it in 3 quarters.
  • Kovitz Investment Group Partners's Chord Energy position peaked at $3.71M in Q1 2025.
  • 423 funds tracked by Wall St. Rank held Chord Energy as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.