MFG
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Merit Financial Group’s Chord Energy CHRD Stock Holding History

Merit Financial Group’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 		$918K Buy
8,034
+519
+7% +$70.4K 0.01% 1122
2026
Q1 		$1.07M Buy
7,515
+711
+10% +$77.5K 0.01% 951
2025
Q4 		$631K Sell
6,804
-5,193
-43% -$481K 0.01% 1158
2025
Q3 		$1.19M Buy
11,997
+216
+2% +$22.7K 0.01% 775
2025
Q2 		$1.14M Buy
11,781
+7,252
+160% +$690K 0.01% 728
2025
Q1 		$511K Sell
4,529
-197
-4% -$22.4K 0.01% 933
2024
Q4 		$553K Buy
+4,726
New +$594K 0.01% 695
2024
Q3 		– Sell
-1,458
Closed -$244K – 847
2024
Q2 		$244K Buy
+1,458
New +$259K 0.01% 788

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

Merit Financial Group's CHRD Position: Q2 2026 in Review

Merit Financial Group increased its Chord Energy (CHRD) stake by 6.9% in Q2 2026, buying an estimated $70.4K and bringing the position to 8,034 shares worth $918K. The position accounts for 0.01% of the portfolio, ranked #1122.

Merit Financial Group first reported a position in CHRD in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.19M in Q3 2025. 515 funds tracked by Wall St. Rank hold CHRD as of Q2 2026.

  • Merit Financial Group held 8,034 shares of Chord Energy worth $918K as of Q2 2026.
  • Merit Financial Group bought 519 Chord Energy shares in Q2 2026, an estimated $70.4K.
  • Chord Energy made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #1122 holding.
  • Merit Financial Group first reported a position in Chord Energy in Q2 2024 and has held it in 8 quarters since.
  • Merit Financial Group's Chord Energy position peaked at $1.19M in Q3 2025.
  • 515 funds tracked by Wall St. Rank held Chord Energy as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.