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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
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

BlackRock
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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

Root Financial Partners's CHRD Position: Q2 2026 in Review

Root Financial Partners sold out of Chord Energy (CHRD) in Q2 2026, closing a stake of 234 shares — an estimated $33.3K sold.

Root Financial Partners first reported a position in CHRD in Q3 2025 and held it in 3 quarters. The position peaked at $33.3K in Q1 2026. 518 funds tracked by Wall St. Rank hold CHRD as of Q2 2026.

  • Root Financial Partners reported no remaining Chord Energy position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 234 Chord Energy shares in Q2 2026, an estimated $33.3K.
  • Root Financial Partners first reported a position in Chord Energy in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Chord Energy position peaked at $33.3K in Q1 2026.
  • 518 funds tracked by Wall St. Rank held Chord Energy as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.