LPL Financial
CHRD icon

LPL Financial’s Chord Energy CHRD Stock Holding History

LPL Financial’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 		$355K Buy
+2,500
New +$273K ﹤0.01% 5070
2025
Q1 		– Sell
-13,300
Closed -$1.56M – 5378
2024
Q4 		$1.56M Buy
+13,300
New +$1.67M ﹤0.01% 3105

Other funds holding CHRD

BlackRock
BlackRock New York $5.72T 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 $1.02T AUM 30.18% 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

LPL Financial's CHRD Position: Q1 2026 in Review

LPL Financial increased its Chord Energy (CHRD) stake by 30% in Q1 2026, buying an estimated $514K and bringing the position to 20,620 shares worth $2.93M. The position accounts for ﹤0.01% of the portfolio, ranked #3151.

LPL Financial first reported a position in CHRD in Q3 2013 and has held it in 38 quarters since. The position peaked at $8.13M in Q2 2024. 492 funds tracked by Wall St. Rank hold CHRD as of Q1 2026.

  • LPL Financial held 20,620 shares of Chord Energy worth $2.93M as of Q1 2026.
  • LPL Financial bought 4,713 Chord Energy shares in Q1 2026, an estimated $514K.
  • Chord Energy made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #3151 holding.
  • LPL Financial first reported a position in Chord Energy in Q3 2013 and has held it in 38 quarters since.
  • LPL Financial's Chord Energy position peaked at $8.13M in Q2 2024.
  • 492 funds tracked by Wall St. Rank held Chord Energy as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.