Orion Portfolio Solutions’s Chord Energy CHRD Stock Holding History

Orion Portfolio Solutions’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 Q1	$1.17M	Buy	10,406 +2,877	+38%	+$327K	0.01%	998
2024 Q4	$880K	Buy	7,529 +817	+12%	+$103K	0.01%	1123
2024 Q3	$874K	Sell	6,712 -952	-12%	-$146K	0.01%	1114
2024 Q2	$1.29M	Buy	7,664 +622	+9%	+$110K	0.01%	865
2024 Q1	$1.26M	Sell	7,042 -532	-7%	-$85.5K	0.01%	879
2023 Q4	$1.22M	Sell	7,574 -358	-5%	-$58.5K	0.01%	863
2023 Q3	$1.29M	Buy	7,932 +4,822	+155%	+$757K	0.02%	814
2023 Q2	$478K	Buy	3,110 +299	+11%	+$43.4K	0.01%	1228
2023 Q1	$378K	Buy	+2,811	New	+$382K	﹤0.01%	1257

Other funds holding CHRD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Sourcerock Group Denver, Colorado $2.48B AUM 72.25% 1-Year Est. Return

Orion Portfolio Solutions's CHRD Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Chord Energy (CHRD) stake by 38% in Q1 2025, buying an estimated $327K and bringing the position to 10,406 shares worth $1.17M. The position accounts for 0.01% of the portfolio, ranked #998.

Orion Portfolio Solutions first reported a position in CHRD in Q1 2023 and has held it in 9 quarters since. The position peaked at $1.29M in Q3 2023. 439 funds tracked by Wall St. Rank hold CHRD as of Q1 2025.

Orion Portfolio Solutions held 10,406 shares of Chord Energy worth $1.17M as of Q1 2025.
Orion Portfolio Solutions bought 2,877 Chord Energy shares in Q1 2025, an estimated $327K.
Chord Energy made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #998 holding.
Orion Portfolio Solutions first reported a position in Chord Energy in Q1 2023 and has held it in 9 quarters since.
Orion Portfolio Solutions's Chord Energy position peaked at $1.29M in Q3 2023.
439 funds tracked by Wall St. Rank held Chord Energy as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.