Root Financial Partners
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
Q3 		$55.9K Buy
+417
New +$57.2K ﹤0.01% 1023
2026
Q2 		– Sell
-234
Closed -$33.3K – 925
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

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Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Root Financial Partners's CHRD Position: Q3 2026 in Review

Root Financial Partners opened a new position in Chord Energy (CHRD) in Q3 2026: 417 shares worth $55.9K. The stake represents ﹤0.01% of the portfolio and ranks #1023 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in CHRD as recently as Q1 2026.

Root Financial Partners first reported a position in CHRD in Q3 2025 and has held it in 4 quarters since. 424 funds tracked by Wall St. Rank hold CHRD as of Q3 2026.

  • Root Financial Partners held 417 shares of Chord Energy worth $55.9K as of Q3 2026.
  • Chord Energy was a new Root Financial Partners position in Q3 2026.
  • Chord Energy made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1023 holding.
  • Root Financial Partners first reported a position in Chord Energy in Q3 2025 and has held it in 4 quarters since.
  • 424 funds tracked by Wall St. Rank held Chord Energy as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.