SIC
CHRD icon

Samalin Investment Counsel’s Chord Energy CHRD Stock Holding History

Samalin Investment Counsel’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
2025
Q3 		– Sell
-4,586
Closed -$444K – 331
2025
Q2 		$444K Sell
4,586
-52
-1% -$4.95K 0.17% 189
2025
Q1 		$523K Sell
4,638
-784
-14% -$89.1K 0.21% 154
2024
Q4 		$634K Buy
+5,422
New +$681K 0.27% 106

Other funds holding CHRD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Samalin Investment Counsel's CHRD Position: Q3 2025 in Review

Samalin Investment Counsel sold out of Chord Energy (CHRD) in Q3 2025, closing a stake of 4,586 shares — an estimated $444K sold.

Samalin Investment Counsel first reported a position in CHRD in Q4 2024 and held it in 3 quarters. The position peaked at $634K in Q4 2024. 456 funds tracked by Wall St. Rank hold CHRD as of Q3 2025.

  • Samalin Investment Counsel reported no remaining Chord Energy position as of Q3 2025 after selling out during the quarter.
  • Samalin Investment Counsel sold 4,586 Chord Energy shares in Q3 2025, an estimated $444K.
  • Samalin Investment Counsel first reported a position in Chord Energy in Q4 2024 and held it in 3 quarters.
  • Samalin Investment Counsel's Chord Energy position peaked at $634K in Q4 2024.
  • 456 funds tracked by Wall St. Rank held Chord Energy as of Q3 2025.

Based on Samalin Investment Counsel's 13F filing for Q3 2025, filed 30 Oct 2025.