Principia Wealth Advisory’s Chord Energy CHRD Stock Holding History

Principia Wealth Advisory’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	$457	Buy	4 +1	+33%	+$136	﹤0.01%	908
2026 Q1	$427	Sell	3 -4	-57%	-$436	﹤0.01%	871
2025 Q4	$649	Buy	7 +2	+40%	+$185	﹤0.01%	775
2025 Q3	$497	Hold	5	–	–	﹤0.01%	799
2025 Q2	$484	Buy	+5	New	+$476	﹤0.01%	744

Other funds holding CHRD

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

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

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

Principia Wealth Advisory's CHRD Position: Q2 2026 in Review

Principia Wealth Advisory increased its Chord Energy (CHRD) stake by 33% in Q2 2026, buying an estimated $136 and bringing the position to 4 shares worth $457. The position accounts for ﹤0.01% of the portfolio, ranked #908.

Principia Wealth Advisory first reported a position in CHRD in Q2 2025 and has held it in 5 quarters since. The position peaked at $649 in Q4 2025. 516 funds tracked by Wall St. Rank hold CHRD as of Q2 2026.

Principia Wealth Advisory held 4 shares of Chord Energy worth $457 as of Q2 2026.
Principia Wealth Advisory bought 1 Chord Energy share in Q2 2026, an estimated $136.
Chord Energy made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #908 holding.
Principia Wealth Advisory first reported a position in Chord Energy in Q2 2025 and has held it in 5 quarters since.
Principia Wealth Advisory's Chord Energy position peaked at $649 in Q4 2025.
516 funds tracked by Wall St. Rank held Chord Energy as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.