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Ritholtz Wealth Management’s Chord Energy CHRD Stock Holding History

Ritholtz Wealth Management’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 		$295K Buy
2,585
+115
+5% +$15.6K ﹤0.01% 1063
2026
Q1 		$351K Buy
+2,470
New +$269K 0.01% 917

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

Ritholtz Wealth Management's CHRD Position: Q2 2026 in Review

Ritholtz Wealth Management increased its Chord Energy (CHRD) stake by 4.7% in Q2 2026, buying an estimated $15.6K and bringing the position to 2,585 shares worth $295K. The position accounts for ﹤0.01% of the portfolio, ranked #1063.

Ritholtz Wealth Management first reported a position in CHRD in Q1 2026 and has held it in 2 quarters since. The position peaked at $351K in Q1 2026. 517 funds tracked by Wall St. Rank hold CHRD as of Q2 2026.

  • Ritholtz Wealth Management held 2,585 shares of Chord Energy worth $295K as of Q2 2026.
  • Ritholtz Wealth Management bought 115 Chord Energy shares in Q2 2026, an estimated $15.6K.
  • Chord Energy made up ﹤0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #1063 holding.
  • Ritholtz Wealth Management first reported a position in Chord Energy in Q1 2026 and has held it in 2 quarters since.
  • Ritholtz Wealth Management's Chord Energy position peaked at $351K in Q1 2026.
  • 517 funds tracked by Wall St. Rank held Chord Energy as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.