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Summit Trail Advisors’s Chord Energy CHRD Stock Holding History

Summit Trail Advisors’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 		$941K Buy
8,229
+4,170
+103% +$566K 0.01% 1008
2026
Q1 		$577K Sell
4,059
-1,684
-29% -$184K 0.01% 1121
2025
Q4 		$532K Buy
5,743
+554
+11% +$51.3K 0.01% 1055
2025
Q3 		$516K Buy
+5,189
New +$546K 0.01% 1075
2018
Q1 		– Sell
-238
Closed -$2K – 654
2017
Q4 		$2K Buy
+238
New +$2.19K ﹤0.01% 1621

Other funds holding CHRD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Summit Trail Advisors's CHRD Position: Q2 2026 in Review

Summit Trail Advisors increased its Chord Energy (CHRD) stake by 103% in Q2 2026, buying an estimated $566K and bringing the position to 8,229 shares worth $941K. The position accounts for 0.01% of the portfolio, ranked #1008.

Summit Trail Advisors first reported a position in CHRD in Q4 2017 and has held it in 5 quarters since. 517 funds tracked by Wall St. Rank hold CHRD as of Q2 2026.

  • Summit Trail Advisors held 8,229 shares of Chord Energy worth $941K as of Q2 2026.
  • Summit Trail Advisors bought 4,170 Chord Energy shares in Q2 2026, an estimated $566K.
  • Chord Energy made up 0.01% of Summit Trail Advisors's portfolio in Q2 2026, its #1008 holding.
  • Summit Trail Advisors first reported a position in Chord Energy in Q4 2017 and has held it in 5 quarters since.
  • 517 funds tracked by Wall St. Rank held Chord Energy as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.