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Pinnacle Wealth Planning Services’s Chord Energy CHRD Stock Holding History

Pinnacle Wealth Planning Services’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 		$10.4K Buy
73
+40
+121% +$4.36K ﹤0.01% 1978
2025
Q4 		$3.06K Buy
+33
New +$3.06K ﹤0.01% 2395

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

Pinnacle Wealth Planning Services's CHRD Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Chord Energy (CHRD) stake by 121% in Q1 2026, buying an estimated $4.36K and bringing the position to 73 shares worth $10.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1978.

Pinnacle Wealth Planning Services first reported a position in CHRD in Q4 2025 and has held it in 2 quarters since. 492 funds tracked by Wall St. Rank hold CHRD as of Q1 2026.

  • Pinnacle Wealth Planning Services held 73 shares of Chord Energy worth $10.4K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 40 Chord Energy shares in Q1 2026, an estimated $4.36K.
  • Chord Energy made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1978 holding.
  • Pinnacle Wealth Planning Services first reported a position in Chord Energy in Q4 2025 and has held it in 2 quarters since.
  • 492 funds tracked by Wall St. Rank held Chord Energy as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.