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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Personal CFO Solutions's CHRD Position: Q1 2026 in Review

Personal CFO Solutions opened a new position in Chord Energy (CHRD) in Q1 2026: 2,055 shares worth $292K. The stake represents 0.04% of the portfolio and ranks #388 among its holdings. This is a return to the name: Personal CFO Solutions previously reported a position in CHRD as recently as Q3 2024.

Personal CFO Solutions first reported a position in CHRD in Q2 2021 and has held it in 15 quarters since. The position peaked at $520K in Q1 2024. 492 funds tracked by Wall St. Rank hold CHRD as of Q1 2026.

  • Personal CFO Solutions held 2,055 shares of Chord Energy worth $292K as of Q1 2026.
  • Chord Energy was a new Personal CFO Solutions position in Q1 2026.
  • Chord Energy made up 0.04% of Personal CFO Solutions's portfolio in Q1 2026, its #388 holding.
  • Personal CFO Solutions first reported a position in Chord Energy in Q2 2021 and has held it in 15 quarters since.
  • Personal CFO Solutions's Chord Energy position peaked at $520K in Q1 2024.
  • 492 funds tracked by Wall St. Rank held Chord Energy as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.