Summit Securities Group’s Chord Energy CHRD Stock Holding History

Summit Securities Group’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	$71.4K	Buy	625 +149	+31%	+$20.2K	0.01%	504
2026 Q1	$67.7K	Buy	+476	New	+$51.9K	0.01%	335
2023 Q3	–	Sell	-1,960	Closed	-$42K	–	631
2023 Q2	$42K	Buy	+1,960	New	+$284K	0.01%	446
2023 Q1	–	Sell	-2,100	Closed	-$287K	–	869
2022 Q4	$287K	Sell	2,100 -17,700	-89%	-$2.59M	0.01%	406
2022 Q3	$2.71M	Sell	19,800 -1,800	-8%	-$231K	0.2%	80
2022 Q2	$2.63M	Buy	21,600 +20,600	+2,060%	+$3.02M	0.33%	54
2022 Q1	$146K	Buy	+1,000	New	+$138K	0.02%	433
2013 Q3	–	Sell	-100	Closed	-$4K	–	437
2013 Q2	$4K	Buy	+100	New	+$3.71K	﹤0.01%	412

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

Summit Securities Group's CHRD Position: Q2 2026 in Review

Summit Securities Group increased its Chord Energy (CHRD) stake by 31% in Q2 2026, buying an estimated $20.2K and bringing the position to 625 shares worth $71.4K. The position accounts for 0.01% of the portfolio, ranked #504.

Summit Securities Group first reported a position in CHRD in Q2 2013 and has held it in 8 quarters since. The position peaked at $2.71M in Q3 2022. 515 funds tracked by Wall St. Rank hold CHRD as of Q2 2026.

Summit Securities Group held 625 shares of Chord Energy worth $71.4K as of Q2 2026.
Summit Securities Group bought 149 Chord Energy shares in Q2 2026, an estimated $20.2K.
Chord Energy made up 0.01% of Summit Securities Group's portfolio in Q2 2026, its #504 holding.
Summit Securities Group first reported a position in Chord Energy in Q2 2013 and has held it in 8 quarters since.
Summit Securities Group's Chord Energy position peaked at $2.71M in Q3 2022.
515 funds tracked by Wall St. Rank held Chord Energy as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.