Ruggaard & Associates’s Chord Energy CHRD Stock Holding History

Ruggaard & Associates’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	-1,550	Closed	-$220K	–	129
2026 Q1	$220K	Buy	+1,550	New	+$169K	0.09%	114

Other funds holding CHRD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Ruggaard & Associates's CHRD Position: Q2 2026 in Review

Ruggaard & Associates sold out of Chord Energy (CHRD) in Q2 2026, closing a stake of 1,550 shares — an estimated $220K sold.

Ruggaard & Associates first reported a position in CHRD in Q1 2026 and held it in 1 quarter. The position peaked at $220K in Q1 2026. 518 funds tracked by Wall St. Rank hold CHRD as of Q2 2026.

Ruggaard & Associates reported no remaining Chord Energy position as of Q2 2026 after selling out during the quarter.
Ruggaard & Associates sold 1,550 Chord Energy shares in Q2 2026, an estimated $220K.
Ruggaard & Associates first reported a position in Chord Energy in Q1 2026 and held it in 1 quarter.
Ruggaard & Associates's Chord Energy position peaked at $220K in Q1 2026.
518 funds tracked by Wall St. Rank held Chord Energy as of Q2 2026.

Based on Ruggaard & Associates's 13F filing for Q2 2026, filed 17 Aug 2026.