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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
Q2 		$10.2K Buy
89
+16
+22% +$2.17K ﹤0.01% 2058
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 $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 $3.37T AUM 44.26% 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

Pinnacle Wealth Planning Services's CHRD Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Chord Energy (CHRD) stake by 22% in Q2 2026, buying an estimated $2.17K and bringing the position to 89 shares worth $10.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2058.

Pinnacle Wealth Planning Services first reported a position in CHRD in Q4 2025 and has held it in 3 quarters since. The position peaked at $10.4K in Q1 2026. 517 funds tracked by Wall St. Rank hold CHRD as of Q2 2026.

  • Pinnacle Wealth Planning Services held 89 shares of Chord Energy worth $10.2K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 16 Chord Energy shares in Q2 2026, an estimated $2.17K.
  • Chord Energy made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2058 holding.
  • Pinnacle Wealth Planning Services first reported a position in Chord Energy in Q4 2025 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Chord Energy position peaked at $10.4K in Q1 2026.
  • 517 funds tracked by Wall St. Rank held Chord Energy as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.