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Planning Strategies’s Chord Energy CHRD Stock Holding History

Planning Strategies’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 		$572 Buy
+5
New +$678 ﹤0.01% 836

Other funds holding CHRD

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Planning Strategies's CHRD Position: Q2 2026 in Review

Planning Strategies opened a new position in Chord Energy (CHRD) in Q2 2026: 5 shares worth $572. The stake represents ﹤0.01% of the portfolio and ranks #836 among its holdings.

477 funds tracked by Wall St. Rank hold CHRD as of Q2 2026.

  • Planning Strategies held 5 shares of Chord Energy worth $572 as of Q2 2026.
  • Chord Energy was a new Planning Strategies position in Q2 2026.
  • Chord Energy made up ﹤0.01% of Planning Strategies's portfolio in Q2 2026, its #836 holding.
  • 477 funds tracked by Wall St. Rank held Chord Energy as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.