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Rothschild Investment LLC’s Chord Energy CHRD Stock Holding History

Rothschild Investment LLC’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 		$55.4K Buy
485
+159
+49% +$21.6K ﹤0.01% 1221
2026
Q1 		$46.4K Buy
326
+304
+1,382% +$33.1K ﹤0.01% 1140
2025
Q4 		$2.04K Sell
22
-1,454
-99% -$135K ﹤0.01% 2360
2025
Q3 		$147K Buy
1,476
+1,468
+18,350% +$154K 0.01% 704
2025
Q2 		$775 Buy
+8
New +$761 ﹤0.01% 2586
2024
Q4 		– Sell
-1
Closed -$130 – 2974
2024
Q3 		$130 Sell
1
-3
-75% -$460 ﹤0.01% 2802
2024
Q2 		$671 Hold
4
– – ﹤0.01% 1859
2024
Q1 		$713 Buy
+4
New +$643 ﹤0.01% 1293

Other funds holding CHRD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
GRA
Goehring & Rozencwajg Associates New York $1.74B AUM 48.6% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Rothschild Investment LLC's CHRD Position: Q2 2026 in Review

Rothschild Investment LLC increased its Chord Energy (CHRD) stake by 49% in Q2 2026, buying an estimated $21.6K and bringing the position to 485 shares worth $55.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1221.

Rothschild Investment LLC first reported a position in CHRD in Q1 2024 and has held it in 8 quarters since. The position peaked at $147K in Q3 2025. 232 funds tracked by Wall St. Rank hold CHRD as of Q2 2026.

  • Rothschild Investment LLC held 485 shares of Chord Energy worth $55.4K as of Q2 2026.
  • Rothschild Investment LLC bought 159 Chord Energy shares in Q2 2026, an estimated $21.6K.
  • Chord Energy made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1221 holding.
  • Rothschild Investment LLC first reported a position in Chord Energy in Q1 2024 and has held it in 8 quarters since.
  • Rothschild Investment LLC's Chord Energy position peaked at $147K in Q3 2025.
  • 232 funds tracked by Wall St. Rank held Chord Energy as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.