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Morningstar Investment Management’s Chord Energy CHRD Stock Holding History

Morningstar Investment Management’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 		$2.88M Hold
20,271
– – 0.18% 140
2026
Q1 		$2.88M Buy
+20,271
New +$2.21M 0.18% 138

Other funds holding CHRD

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
RAM
RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
AWS
Arkfeld Wealth Strategies Omaha, Nebraska $334M AUM 26.97% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
PFC
Phocas Financial Corp Alameda, California $721M AUM 63.77% 1-Year Est. Return
OTL
Oak Thistle LLC New York $1.03B AUM 26.06% 1-Year Est. Return
SHA
Seneca House Advisors Richmond, Virginia $283M AUM 22.4% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return

Morningstar Investment Management's CHRD Position: Q2 2026 in Review

Morningstar Investment Management held its Chord Energy (CHRD) position steady in Q2 2026 at 20,271 shares worth $2.88M. The position accounts for 0.18% of the portfolio, ranked #140.

Morningstar Investment Management first reported a position in CHRD in Q1 2026 and has held it in 2 quarters since. 147 funds tracked by Wall St. Rank hold CHRD as of Q2 2026.

  • Morningstar Investment Management held 20,271 shares of Chord Energy worth $2.88M as of Q2 2026.
  • Morningstar Investment Management left its Chord Energy share count unchanged in Q2 2026.
  • Chord Energy made up 0.18% of Morningstar Investment Management's portfolio in Q2 2026, its #140 holding.
  • Morningstar Investment Management first reported a position in Chord Energy in Q1 2026 and has held it in 2 quarters since.
  • 147 funds tracked by Wall St. Rank held Chord Energy as of Q2 2026.

Based on Morningstar Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.