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Principal Securities’s Chord Energy CHRD Stock Holding History

Principal Securities’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 		$339K Buy
2,967
+709
+31% +$96.2K ﹤0.01% 1273
2026
Q1 		$321K Buy
+2,258
New +$246K ﹤0.01% 1171
2025
Q4 		– Sell
-1,856
Closed -$184K – 1708
2025
Q3 		$184K Buy
1,856
+27
+1% +$2.84K ﹤0.01% 1326
2025
Q2 		$177K Buy
1,829
+388
+27% +$36.9K ﹤0.01% 1280
2025
Q1 		$168K Hold
1,441
– – ﹤0.01% 1200
2024
Q4 		$168K Buy
1,441
+49
+4% +$6.16K ﹤0.01% 1199
2024
Q3 		$181K Buy
1,392
+145
+12% +$22.2K ﹤0.01% 1141
2024
Q2 		$209K Sell
1,247
-180
-13% -$31.9K 0.01% 1022
2024
Q1 		$254K Buy
1,427
+822
+136% +$132K 0.01% 924
2023
Q4 		$101K Buy
+605
New +$98.9K ﹤0.01% 1189

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

Principal Securities's CHRD Position: Q2 2026 in Review

Principal Securities increased its Chord Energy (CHRD) stake by 31% in Q2 2026, buying an estimated $96.2K and bringing the position to 2,967 shares worth $339K. The position accounts for ﹤0.01% of the portfolio, ranked #1273.

Principal Securities first reported a position in CHRD in Q4 2023 and has held it in 10 quarters since. 518 funds tracked by Wall St. Rank hold CHRD as of Q2 2026.

  • Principal Securities held 2,967 shares of Chord Energy worth $339K as of Q2 2026.
  • Principal Securities bought 709 Chord Energy shares in Q2 2026, an estimated $96.2K.
  • Chord Energy made up ﹤0.01% of Principal Securities's portfolio in Q2 2026, its #1273 holding.
  • Principal Securities first reported a position in Chord Energy in Q4 2023 and has held it in 10 quarters since.
  • 518 funds tracked by Wall St. Rank held Chord Energy as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.