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NewSquare Capital’s Chord Energy CHRD Stock Holding History

NewSquare Capital’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
Q3 		– Sell
-169
Closed -$16.4K – 371
2025
Q2 		$16.4K Buy
169
+98
+138% +$9.33K ﹤0.01% 529
2025
Q1 		$8K Sell
71
-25
-26% -$2.84K ﹤0.01% 595
2024
Q4 		$11.2K Buy
+96
New +$12.1K ﹤0.01% 260
2020
Q2 		– Sell
-71
Closed – – 386
2020
Q1 		$0 Hold
71
– – ﹤0.01% 354
2019
Q4 		$0 Buy
+71
New +$203 ﹤0.01% 308

Other funds holding CHRD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

NewSquare Capital's CHRD Position: Q3 2025 in Review

NewSquare Capital sold out of Chord Energy (CHRD) in Q3 2025, closing a stake of 169 shares — an estimated $16.4K sold.

NewSquare Capital first reported a position in CHRD in Q4 2019 and held it in 5 quarters. The position peaked at $16.4K in Q2 2025. 456 funds tracked by Wall St. Rank hold CHRD as of Q3 2025.

  • NewSquare Capital reported no remaining Chord Energy position as of Q3 2025 after selling out during the quarter.
  • NewSquare Capital sold 169 Chord Energy shares in Q3 2025, an estimated $16.4K.
  • NewSquare Capital first reported a position in Chord Energy in Q4 2019 and held it in 5 quarters.
  • NewSquare Capital's Chord Energy position peaked at $16.4K in Q2 2025.
  • 456 funds tracked by Wall St. Rank held Chord Energy as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.