RFP
CHRD icon

Root Financial Partners’s Chord Energy CHRD Stock Holding History

Root Financial Partners’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
Q1 		$33.3K Buy
234
+150
+179% +$16.4K ﹤0.01% 1057
2025
Q4 		$7.79K Buy
84
+53
+171% +$4.91K ﹤0.01% 1609
2025
Q3 		$3.08K Buy
+31
New +$3.26K ﹤0.01% 1878

Other funds holding CHRD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Root Financial Partners's CHRD Position: Q1 2026 in Review

Root Financial Partners increased its Chord Energy (CHRD) stake by 179% in Q1 2026, buying an estimated $16.4K and bringing the position to 234 shares worth $33.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1057.

Root Financial Partners first reported a position in CHRD in Q3 2025 and has held it in 3 quarters since. 493 funds tracked by Wall St. Rank hold CHRD as of Q1 2026.

  • Root Financial Partners held 234 shares of Chord Energy worth $33.3K as of Q1 2026.
  • Root Financial Partners bought 150 Chord Energy shares in Q1 2026, an estimated $16.4K.
  • Chord Energy made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1057 holding.
  • Root Financial Partners first reported a position in Chord Energy in Q3 2025 and has held it in 3 quarters since.
  • 493 funds tracked by Wall St. Rank held Chord Energy as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.