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SHP Wealth Management’s Chord Energy CHRD Stock Holding History

SHP Wealth Management’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
Q1 		$1.85K Buy
+13
New +$1.42K ﹤0.01% 1299

Other funds holding CHRD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SHP Wealth Management's CHRD Position: Q1 2026 in Review

SHP Wealth Management opened a new position in Chord Energy (CHRD) in Q1 2026: 13 shares worth $1.85K. The stake represents ﹤0.01% of the portfolio and ranks #1299 among its holdings.

495 funds tracked by Wall St. Rank hold CHRD as of Q1 2026.

  • SHP Wealth Management held 13 shares of Chord Energy worth $1.85K as of Q1 2026.
  • Chord Energy was a new SHP Wealth Management position in Q1 2026.
  • Chord Energy made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1299 holding.
  • 495 funds tracked by Wall St. Rank held Chord Energy as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.