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Personal CFO Solutions’s Chord Energy CHRD Stock Holding History

Personal CFO 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
2026
Q2 		$222K Sell
1,941
-114
-6% -$15.5K 0.03% 492
2026
Q1 		$292K Buy
+2,055
New +$224K 0.04% 388
2024
Q4 		– Sell
-2,689
Closed -$350K – 477
2024
Q3 		$350K Buy
2,689
+151
+6% +$23.2K 0.05% 356
2024
Q2 		$426K Sell
2,538
-381
-13% -$67.6K 0.07% 288
2024
Q1 		$520K Buy
2,919
+116
+4% +$18.7K 0.08% 240
2023
Q4 		$466K Buy
2,803
+193
+7% +$31.6K 0.08% 243
2023
Q3 		$423K Buy
2,610
+233
+10% +$36.6K 0.08% 230
2023
Q2 		$366K Buy
2,377
+42
+2% +$6.09K 0.07% 279
2023
Q1 		$314K Sell
2,335
-61
-3% -$8.28K 0.06% 298
2022
Q4 		$328K Buy
2,396
+84
+4% +$12.3K 0.07% 273
2022
Q3 		$316K Sell
2,312
-278
-11% -$35.7K 0.08% 245
2022
Q2 		$315K Sell
2,590
-184
-7% -$26.9K 0.07% 252
2022
Q1 		$406K Buy
2,774
+127
+5% +$17.6K 0.08% 238
2021
Q4 		$333K Sell
2,647
-24
-0.9% -$2.85K 0.06% 291
2021
Q3 		$266K Buy
2,671
+162
+6% +$14.9K 0.05% 334
2021
Q2 		$252K Buy
+2,509
New +$206K 0.05% 344

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 $3.38T AUM 44.17% 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

Personal CFO Solutions's CHRD Position: Q2 2026 in Review

Personal CFO Solutions reduced its Chord Energy (CHRD) stake by 5.5% in Q2 2026, selling an estimated $15.5K and leaving 1,941 shares worth $222K. The position accounts for 0.03% of the portfolio, ranked #492.

Personal CFO Solutions first reported a position in CHRD in Q2 2021 and has held it in 16 quarters since. The position peaked at $520K in Q1 2024. 518 funds tracked by Wall St. Rank hold CHRD as of Q2 2026.

  • Personal CFO Solutions held 1,941 shares of Chord Energy worth $222K as of Q2 2026.
  • Personal CFO Solutions sold 114 Chord Energy shares in Q2 2026, an estimated $15.5K.
  • Chord Energy made up 0.03% of Personal CFO Solutions's portfolio in Q2 2026, its #492 holding.
  • Personal CFO Solutions first reported a position in Chord Energy in Q2 2021 and has held it in 16 quarters since.
  • Personal CFO Solutions's Chord Energy position peaked at $520K in Q1 2024.
  • 518 funds tracked by Wall St. Rank held Chord Energy as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.