Plante Moran Financial Advisors’s Chord Energy CHRD Stock Holding History

Plante Moran Financial Advisors’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
2025 Q2	–	Sell	-201	Closed	-$22.6K	–	790
2025 Q1	$22.6K	Buy	201 +51	+34%	+$5.79K	﹤0.01%	469
2024 Q4	$17.5K	Hold	150	–	–	﹤0.01%	511
2024 Q3	$19.5K	Hold	150	–	–	﹤0.01%	530
2024 Q2	$25.2K	Hold	150	–	–	﹤0.01%	441
2024 Q1	$26.7K	Hold	150	–	–	﹤0.01%	456
2023 Q4	$24.9K	Hold	150	–	–	﹤0.01%	422
2023 Q3	$24.3K	Hold	150	–	–	﹤0.01%	394
2023 Q2	$23.1K	Hold	150	–	–	﹤0.01%	417
2023 Q1	$20.2K	Hold	150	–	–	﹤0.01%	442
2022 Q4	$20.5K	Hold	150	–	–	﹤0.01%	453
2022 Q3	$21K	Buy	+150	New	+$19.2K	﹤0.01%	449
2017 Q2	–	Sell	-145	Closed	-$2K	–	844
2017 Q1	$2K	Sell	145 -148	-51%	-$2.08K	﹤0.01%	787
2016 Q4	$4K	Hold	293	–	–	﹤0.01%	743
2016 Q3	$3K	Hold	293	–	–	﹤0.01%	772
2016 Q2	$3K	Hold	293	–	–	﹤0.01%	709
2016 Q1	$2K	Buy	+293	New	+$1.75K	﹤0.01%	711

Other funds holding CHRD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Sourcerock Group Denver, Colorado $1.92B AUM 45.54% 1-Year Est. Return

Plante Moran Financial Advisors's CHRD Position: Q2 2025 in Review

Plante Moran Financial Advisors sold out of Chord Energy (CHRD) in Q2 2025, closing a stake of 201 shares — an estimated $22.6K sold.

Plante Moran Financial Advisors first reported a position in CHRD in Q1 2016 and held it in 16 quarters. The position peaked at $26.7K in Q1 2024. 440 funds tracked by Wall St. Rank hold CHRD as of Q2 2025.

Plante Moran Financial Advisors reported no remaining Chord Energy position as of Q2 2025 after selling out during the quarter.
Plante Moran Financial Advisors sold 201 Chord Energy shares in Q2 2025, an estimated $22.6K.
Plante Moran Financial Advisors first reported a position in Chord Energy in Q1 2016 and held it in 16 quarters.
Plante Moran Financial Advisors's Chord Energy position peaked at $26.7K in Q1 2024.
440 funds tracked by Wall St. Rank held Chord Energy as of Q2 2025.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.