SIMA Wealth Partners’s Chord Energy CHRD Stock Holding History

SIMA Wealth 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
2025 Q4	–	Sell	-20	Closed	-$1.99K	–	134
2025 Q3	$1.99K	Buy	+20	New	+$2.1K	﹤0.01%	152

Other funds holding CHRD

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SIMA Wealth Partners's CHRD Position: Q4 2025 in Review

SIMA Wealth Partners sold out of Chord Energy (CHRD) in Q4 2025, closing a stake of 20 shares — an estimated $1.99K sold.

SIMA Wealth Partners first reported a position in CHRD in Q3 2025 and held it in 1 quarter. The position peaked at $1.99K in Q3 2025. 420 funds tracked by Wall St. Rank hold CHRD as of Q4 2025.

SIMA Wealth Partners reported no remaining Chord Energy position as of Q4 2025 after selling out during the quarter.
SIMA Wealth Partners sold 20 Chord Energy shares in Q4 2025, an estimated $1.99K.
SIMA Wealth Partners first reported a position in Chord Energy in Q3 2025 and held it in 1 quarter.
SIMA Wealth Partners's Chord Energy position peaked at $1.99K in Q3 2025.
420 funds tracked by Wall St. Rank held Chord Energy as of Q4 2025.

Based on SIMA Wealth Partners's 13F filing for Q4 2025, filed 28 May 2026.